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Edelweiss Multi Asset Allocation Fund - Direct Plan - Growth

Multi Asset Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
50
Jul 2026
Equity Holdings
₹682.84 Cr
Equity only, excl. debt & cash
AAUM
₹2,663.77 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
13.6%
Diversified
Top 10 Weight
17.1%
Diversified
Changes
43
10 new · 2 exits
Top Sector
Banks
6.0% of portfolio
Launch Date
05 Jun 2023
3 years old

AAUM (Average Assets Under Management) of ₹2,663.77 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 Edelweiss Multi Asset Allocation Fund made 10 new additions and exited 2 stocks this month. The biggest new buy was Coforge Limited (IT - Software) at 0.32% weight. Premier Energies Limited was the biggest exit (Electrical Equipment), which was held at 0.92%. Among existing holdings, Bharti Airtel Limited saw the biggest increase — now at 1.78% of the portfolio. Vodafone Idea Limited was trimmed the most, now at 2.97%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 6.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 5.8% 5.9% +0.1%
Telecom - Services 4.9% 4.8% -0.2%
Ferrous Metals 4.3% 3.4% -0.9%
Minerals & Mining 0.0% 1.5% +1.5%
Petroleum Products 1.2% 1.2% +0.1%
Electrical Equipment 1.0% 0.9% -0.1%
Aerospace & Defense 0.8% 0.7% -0.1%
Cement & Cement Products 0.8% 0.7% -0.1%
Power 0.2% 0.6% +0.4%
Non - Ferrous Metals 0.4% 0.4% +0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 5.9% 6.0% +0.1%
Telecom - Services 4.8% 4.9% +0.2%
Ferrous Metals 3.4% 3.2% -0.2%
Minerals & Mining 1.5% 1.4% -0.1%
Petroleum Products 1.2% 1.4% +0.2%
Aerospace & Defense 0.7% 0.7% 0.0%
Cement & Cement Products 0.7% 0.7% 0.0%
Retailing 0.4% 0.6% +0.2%
Power 0.6% 0.6% +0.0%
Non - Ferrous Metals 0.4% 0.5% +0.1%
🟢
Biggest New Buy
Coforge Limited
0.32% weight · IT - Software
🔴
Biggest Exit
Premier Energies Limited
0.92% was held · Electrical Equipment
Biggest Add
Bharti Airtel Limited
+0.50% · now 1.78%
Biggest Trim
Vodafone Idea Limited
-0.43% · now 2.97%
🤝 Other funds also bought this month
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
Coforge Limited 30 funds
Coforge Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
IndusInd Bank Limited 28 funds
IndusInd Bank Limited
Kotak Nifty Private Bank ETF
Baroda BNP Paribas Banking & Financial Services Fund
Bajaj Finserv BSE Top 10 Banks ETF + more
Axis Bank Limited 25 funds
Axis Bank Limited
Kotak Nifty Private Bank ETF
Bajaj Finserv BSE Top 10 Banks ETF
Edelweiss BSE Top 10 Bank ETF + more
InterGlobe Aviation Limited 20 funds
InterGlobe Aviation Limited
Invesco India Focused Fund
Motilal Oswal Infrastructure Fund-Direct-Growth
HSBC Large & Mid Cap Fund - Direct Growth + more
Hero MotoCorp Limited 19 funds
Hero MotoCorp Limited
HDFC Nifty Auto Index Fund
DSP Nifty Midcap 150 Qlty 50 Index Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
👋 Other funds also exited
Max Healthcare Institute Limited 43 funds
Max Healthcare Institute Limited
Groww Nifty 50 ETF
Groww BSE Hospitals ETF FOF
Invesco India Large & Mid Cap Fund - Direct Plan - Growth + more
Premier Energies Limited 13 funds
Premier Energies Limited
Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth
Sundaram Mid Cap Fund Direct Plan - Growth
Mirae Asset Arbitrage Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 10 New Entries 🔴 2 Exits ↑ 17 Increased ↓ 14 Decreased
#StockSectorWeight (Jul 2026)
1
Coforge Limited
₹9.40 Cr
IT - Software 0.32%
2
Ashok Leyland Limited
₹8.64 Cr
Agricultural, Commercial & Construction Vehicles 0.29%
3
Container Corporation of India Limited
₹6.50 Cr
Transport Services 0.22%
4
Axis Bank Limited
₹4.92 Cr
Banks 0.17%
5
UPL Limited
₹3.44 Cr
Fertilizers & Agrochemicals 0.12%
6
Adani Enterprises Limited
₹3.35 Cr
Metals & Minerals Trading 0.11%
7
IndusInd Bank Limited
₹2.91 Cr
Banks 0.10%
8
InterGlobe Aviation Limited
₹85.32 L
Transport Services 0.03%
9
Hero MotoCorp Limited
₹72.71 L
Automobiles 0.02%
10
JSW Energy Limited
₹23.85 L
Power 0.01%
#StockSectorLast Weight (Jun 2026)
1
Premier Energies Limited
₹26.30 Cr
Electrical Equipment 0.92%
2
Max Healthcare Institute Limited
₹1.07 Cr
Healthcare Services 0.04%
#StockSectorJun 2026Jul 2026Change
1
Bharti Airtel Limited
₹52.27 Cr
Telecom - Services 1.28% 1.78% +0.50%
2
BSE Limited
₹10.94 Cr
Capital Markets 0.04% 0.37% +0.33%
3
Kotak Mahindra Bank Limited
₹14.13 Cr
Banks 0.22% 0.48% +0.26%
4
Eternal Limited
₹17.82 Cr
Retailing 0.41% 0.61% +0.20%
5
Reliance Industries Limited
₹37.47 Cr
Petroleum Products 1.10% 1.27% +0.17%
6
Hindalco Industries Limited
₹10.10 Cr
Non - Ferrous Metals 0.22% 0.34% +0.12%
7
Indus Towers Limited
₹4.92 Cr
Telecom - Services 0.07% 0.17% +0.10%
8
Kalyan Jewellers India Limited
₹5.79 Cr
Consumer Durables 0.13% 0.20% +0.07%
9
Oil & Natural Gas Corporation Limited
₹5.35 Cr
Oil 0.14% 0.18% +0.04%
10
Adani Energy Solutions Limited
₹7.89 Cr
Power 0.25% 0.27% +0.02%
#StockSectorJun 2026Jul 2026Change
1
Vodafone Idea Limited
₹87.50 Cr
Telecom - Services 3.40% 2.97% -0.43%
2
HDFC Bank Limited
₹126.29 Cr
Banks 4.69% 4.29% -0.40%
3
Steel Authority of India Limited
₹91.20 Cr
Ferrous Metals 3.27% 3.10% -0.17%
4
NMDC Limited
₹42.48 Cr
Minerals & Mining 1.49% 1.44% -0.05%
5
Bharat Electronics Limited
₹10.50 Cr
Aerospace & Defense 0.39% 0.36% -0.03%
6
Yes Bank Limited
₹10.20 Cr
Banks 0.38% 0.35% -0.03%
7
Adani Green Energy Limited
₹7.47 Cr
Power 0.28% 0.25% -0.03%
8
Grasim Industries Limited
₹19.54 Cr
Cement & Cement Products 0.68% 0.66% -0.02%
9
Britannia Industries Limited
₹60.94 L
Food Products 0.04% 0.02% -0.02%
10
Tata Motors Passenger Vehicles Limited
₹6.14 Cr
Automobiles 0.22% 0.21% -0.01%

What Stocks Does This Fund Hold?

50 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹126.29 Cr
Banks
4.29%
2
₹91.20 Cr
Ferrous Metals
3.10%
3
₹87.50 Cr
Telecom - Services
2.97%
4
₹52.27 Cr
Telecom - Services
1.78%
5
₹42.48 Cr
Minerals & Mining
1.44%
6
₹37.47 Cr
Petroleum Products
1.27%
7
₹19.54 Cr
Cement & Cement Products
0.66%
8
₹17.82 Cr
Retailing
0.61%
9
₹15.88 Cr
Banks
0.54%
10
₹14.13 Cr
Banks
0.48%
🏆 Top stocks held by Multi Asset funds
See which stocks all active Multi Asset fund managers are buying — ranked by total value invested
🏦 Edelweiss Mutual Fund — Portfolio & Holdings
See all funds managed by Edelweiss Mutual Fund — conviction stocks, monthly entries & exits

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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