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Edelweiss Small Cap Fund - Direct Plan - Growth

Small Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
90
Jul 2026
Equity Holdings
₹6,601.92 Cr
Equity only, excl. debt & cash
AAUM
₹6,015.05 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
12.7%
Diversified
Top 10 Weight
23.5%
Diversified
Changes
90
7 new · 7 exits
Top Sector
Banks
10.6% of portfolio
Launch Date
18 Jan 2019
7 years old

AAUM (Average Assets Under Management) of ₹6,015.05 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 Small Cap Fund made 7 new additions and exited 7 stocks this month. The biggest new buy was Torrent Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 1.81% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.64%. Among existing holdings, Karur Vysya Bank Limited saw the biggest increase — now at 2.77% of the portfolio. Go Digit General Insurance Limited was trimmed the most, now at 0.48%. City Union Bank Limited remains the top holding with Banks the dominant sector at 10.6%. ↓ 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 10.6% 10.4% -0.2%
Industrial Products 9.1% 9.2% +0.1%
Auto Components 8.9% 9.1% +0.2%
Pharmaceuticals & Biotechnology 6.9% 7.5% +0.6%
Healthcare Services 6.9% 7.0% +0.1%
Electrical Equipment 6.9% 6.5% -0.4%
Capital Markets 6.7% 5.9% -0.7%
Chemicals & Petrochemicals 5.6% 5.5% -0.1%
Finance 4.7% 4.8% +0.1%
Consumer Durables 3.6% 2.9% -0.6%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 10.4% 10.6% +0.1%
Auto Components 9.1% 10.4% +1.4%
Industrial Products 9.2% 8.7% -0.5%
Pharmaceuticals & Biotechnology 7.5% 7.6% +0.2%
Healthcare Services 7.0% 6.9% -0.2%
Chemicals & Petrochemicals 5.5% 5.5% 0.0%
Capital Markets 5.9% 5.3% -0.6%
Electrical Equipment 6.5% 4.8% -1.7%
Finance 4.8% 4.8% 0.0%
Retailing 2.9% 3.2% +0.4%
🟢
Biggest New Buy
Torrent Pharmaceuticals Limited
1.81% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
1.64% was held · Pharmaceuticals & Biotechnology
Biggest Add
Karur Vysya Bank Limited
+0.29% · now 2.77%
Biggest Trim
Go Digit General Insurance Limited
-0.79% · now 0.48%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
Exide Industries Limited 21 funds
Exide Industries Limited
HDFC Nifty Auto Index Fund
PGIM India Small Cap Fund - Direct Plan- Growth Option
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more
CEAT Limited 11 funds
CEAT Limited
JM Focused Fund (Direct) - Growth Option
JM Multi Asset Allocation Fund
ICICI Prudential Balanced Hybrid Fund + more
eClerx Services Limited 11 funds
eClerx Services Limited
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Motilal Oswal Contra Fund
Invesco India Technology Fund + more
CarTrade Tech Limited 7 funds
CarTrade Tech Limited
LIC MF Large & Mid Cap Fund-Direct Plan-Growth
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
LIC MF Technology Fund-Direct Plan-Growth + more
TBO Tek Limited 6 funds
TBO Tek Limited
Franklin India Opportunities Fund - Direct - Growth
Nippon India MNC Fund
Franklin India Multi Cap Fund - Direct - Growth + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
National Aluminium Company Limited 27 funds
National Aluminium Company Limited
Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Mirae Asset BSE 500 Dividend Leaders 50 ETF
DSP Natural Resources and New Energy Fund - Direct Plan - Growth + more
Thermax Limited 20 funds
Thermax Limited
Tata India Innovation Fund- Direct Growth
Tata Multicap Fund - Direct Plan - Growth
Groww BSE Power ETF FOF + more
RHI Magnesita India Limited 7 funds
RHI Magnesita India Limited
Groww Nifty Smallcap250 ETF
HDFC Dividend Yield Fund
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan + more
GMM Pfaudler Ltd. 2 funds
GMM Pfaudler Ltd.
ITI ELSS Tax Saver Fund - Direct Plan - Growth Option
Mirae Asset Nifty Total Market Index Fund
Ratnamani Metals & Tubes Ltd. 2 funds
Ratnamani Metals & Tubes Ltd.
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Mirae Asset Nifty Total Market Index Fund

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 7 Exits ↑ 22 Increased ↓ 54 Decreased
#StockSectorWeight (Jul 2026)
1
Torrent Pharmaceuticals Limited
₹123.09 Cr
Pharmaceuticals & Biotechnology 1.81%
2
Shaily Engineering Plastics Ltd
₹64.37 Cr
Industrial Products 0.94%
3
CEAT Limited
₹44.03 Cr
Auto Components 0.65%
4
TBO Tek Limited
₹40.96 Cr
Leisure Services 0.60%
5
eClerx Services Limited
₹39.58 Cr
Commercial Services & Supplies 0.58%
6
CarTrade Tech Limited
₹38.79 Cr
Retailing 0.57%
7
Exide Industries Limited
₹35.04 Cr
Auto Components 0.51%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹108.17 Cr
Pharmaceuticals & Biotechnology 1.64%
2
Thermax Limited
₹70.48 Cr
Electrical Equipment 1.07%
3
Ratnamani Metals & Tubes Ltd.
₹16.56 Cr
Industrial Products 0.25%
4
GMM Pfaudler Ltd.
₹16.48 Cr
Industrial Manufacturing 0.25%
5
Carraro India Ltd
₹12.34 Cr
Auto Components 0.19%
6
National Aluminium Company Limited
₹11.35 Cr
Non - Ferrous Metals 0.17%
7
RHI Magnesita India Limited
₹7.72 Cr
Industrial Products 0.12%
#StockSectorJun 2026Jul 2026Change
1
Karur Vysya Bank Limited
₹188.65 Cr
Banks 2.48% 2.77% +0.29%
2
Indigo Paints Limited
₹37.40 Cr
Consumer Durables 0.28% 0.55% +0.27%
3
Gabriel India Limited
₹158.49 Cr
Auto Components 2.07% 2.32% +0.25%
4
Jubilant Ingrevia Limited
₹104.79 Cr
Chemicals & Petrochemicals 1.32% 1.54% +0.22%
5
Firstsource Solutions Limited
₹69.56 Cr
Commercial Services & Supplies 0.80% 1.02% +0.22%
6
Sumitomo Chemical India Limited
₹90.53 Cr
Fertilizers & Agrochemicals 1.13% 1.33% +0.20%
7
PNB Housing Finance Limited
₹155.38 Cr
Finance 2.09% 2.28% +0.19%
8
Ather Energy Limited
₹88.48 Cr
Automobiles 1.14% 1.30% +0.16%
9
Radico Khaitan Limited
₹148.73 Cr
Beverages 2.05% 2.18% +0.13%
10
Dr. Lal Path Labs Limited
₹76.32 Cr
Healthcare Services 1.00% 1.12% +0.12%
#StockSectorJun 2026Jul 2026Change
1
Go Digit General Insurance Limited
₹32.64 Cr
Insurance 1.27% 0.48% -0.79%
2
Kirloskar Pneumatic Co Ltd
₹93.99 Cr
Industrial Products 1.88% 1.38% -0.50%
3
Multi Commodity Exchange of India Limited
₹151.36 Cr
Capital Markets 2.63% 2.22% -0.41%
4
Avalon Technologies Limited
₹137.92 Cr
Electrical Equipment 2.29% 2.02% -0.27%
5
KEI Industries Limited
₹130.34 Cr
Industrial Products 2.15% 1.91% -0.24%
6
Triveni Turbine Limited
₹76.04 Cr
Electrical Equipment 1.32% 1.12% -0.20%
7
KSB Limited
₹75.62 Cr
Industrial Products 1.29% 1.11% -0.18%
8
K.P.R. Mill Limited
₹69.55 Cr
Textiles & Apparels 1.19% 1.02% -0.17%
9
City Union Bank Limited
₹206.85 Cr
Banks 3.18% 3.03% -0.15%
10
ITC Hotels Limited
₹60.91 Cr
Leisure Services 1.03% 0.89% -0.14%

What Stocks Does This Fund Hold?

90 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹206.85 Cr
Banks
3.03%
2
₹188.65 Cr
Banks
2.77%
3
₹159.86 Cr
Healthcare Services
2.34%
4
₹158.49 Cr
Auto Components
2.32%
5
₹155.38 Cr
Finance
2.28%
6
₹155.62 Cr
Pharmaceuticals & Biotechnology
2.28%
7
₹151.36 Cr
Capital Markets
2.22%
8
₹148.73 Cr
Beverages
2.18%
9
₹141.18 Cr
Healthcare Services
2.07%
10
₹137.92 Cr
Electrical Equipment
2.02%
🏆 Top stocks held by Small Cap funds
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🏦 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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