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Edelweiss Focused Fund - Direct Plan - Growth

Focused Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
29
Aug 2026
Equity Holdings
₹1,039.50 Cr
Equity only, excl. debt & cash
AAUM
₹1,005.81 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
28.5%
Moderate
Top 10 Weight
49.1%
Moderate
Changes
27
0 new · 0 exits
Top Sector
Banks
22.4% of portfolio
Launch Date
12 Jul 2022
4 years old

AAUM (Average Assets Under Management) of ₹1,005.81 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Multi Commodity Exchange of India Limited saw the biggest increase — now at 3.44% of the portfolio. IDFC First Bank Limited was trimmed the most, now at 3.00%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 22.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 23.1% 23.2% +0.1%
Finance 7.7% 8.1% +0.4%
Automobiles 4.7% 6.3% +1.6%
IT - Software 5.6% 5.9% +0.3%
Construction 6.0% 5.6% -0.4%
Petroleum Products 5.4% 5.4% 0.0%
Agricultural Food & other Products 4.8% 4.9% +0.1%
Consumer Durables 4.4% 4.6% +0.2%
Ferrous Metals 4.4% 4.4% 0.0%
Pharmaceuticals & Biotechnology 4.2% 4.0% -0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 23.2% 22.4% -0.9%
Finance 8.1% 8.0% -0.1%
IT - Software 5.9% 6.4% +0.5%
Automobiles 6.3% 6.2% -0.1%
Petroleum Products 5.4% 5.3% -0.2%
Construction 5.6% 5.2% -0.4%
Consumer Durables 4.6% 4.9% +0.3%
Agricultural Food & other Products 4.9% 4.6% -0.3%
Industrial Products 3.8% 4.3% +0.5%
Ferrous Metals 4.4% 4.3% -0.2%
Biggest Add
Multi Commodity Exchange of India Limited
+0.70% · now 3.44%
Biggest Trim
IDFC First Bank Limited
-0.60% · now 3.00%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 13 Increased ↓ 14 Decreased
#StockSectorJul 2026Aug 2026Change
1
Multi Commodity Exchange of India Limited
₹36.14 Cr
Capital Markets 2.74% 3.44% +0.70%
2
KEI Industries Limited
₹45.26 Cr
Industrial Products 3.77% 4.31% +0.54%
3
Coforge Limited
₹37.45 Cr
IT - Software 3.11% 3.56% +0.45%
4
PB Fintech Limited
₹25.66 Cr
Financial Technology (Fintech) 2.10% 2.44% +0.34%
5
Shriram Finance Limited
₹49.74 Cr
Finance 4.49% 4.73% +0.24%
6
LG Electronics India Ltd
₹17.24 Cr
Consumer Durables 1.45% 1.64% +0.19%
7
Bharat Electronics Limited
₹26.57 Cr
Aerospace & Defense 2.38% 2.53% +0.15%
8
Titan Company Limited
₹34.52 Cr
Consumer Durables 3.16% 3.29% +0.13%
9
Endurance Technologies Limited
₹29.03 Cr
Auto Components 2.67% 2.76% +0.09%
10
State Bank of India
₹33.27 Cr
Banks 3.09% 3.17% +0.08%
#StockSectorJul 2026Aug 2026Change
1
IDFC First Bank Limited
₹31.56 Cr
Banks 3.60% 3.00% -0.60%
2
Larsen & Toubro Limited
₹54.45 Cr
Construction 5.58% 5.18% -0.40%
3
HDFC Bank Limited
₹57.16 Cr
Banks 5.78% 5.44% -0.34%
4
Marico Limited
₹48.32 Cr
Agricultural Food & other Products 4.91% 4.60% -0.31%
5
Bajaj Finance Limited
₹34.70 Cr
Finance 3.59% 3.30% -0.29%
6
NTPC Limited
₹33.75 Cr
Power 3.43% 3.21% -0.22%
7
Reliance Industries Limited
₹55.18 Cr
Petroleum Products 5.41% 5.25% -0.16%
8
Max Healthcare Institute Limited
₹28.58 Cr
Healthcare Services 2.88% 2.72% -0.16%
9
Tata Steel Limited
₹44.88 Cr
Ferrous Metals 4.42% 4.27% -0.15%
10
Mahindra & Mahindra Limited
₹32.61 Cr
Automobiles 3.23% 3.10% -0.13%

What Stocks Does This Fund Hold?

29 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹82.70 Cr
Banks
7.87%
2
₹57.16 Cr
Banks
5.44%
3
₹55.18 Cr
Petroleum Products
5.25%
4
₹54.45 Cr
Construction
5.18%
5
₹49.74 Cr
Finance
4.73%
6
₹48.32 Cr
Agricultural Food & other Products
4.60%
7
₹45.26 Cr
Industrial Products
4.31%
8
₹44.88 Cr
Ferrous Metals
4.27%
9
₹40.60 Cr
Pharmaceuticals & Biotechnology
3.86%
10
₹37.45 Cr
IT - Software
3.56%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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