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Edelweiss Technology Fund - Direct Plan - Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
29
May 2026
Equity Holdings
₹480.17 Cr
Equity only, excl. debt & cash
Top 5 Weight
30.6%
Moderate
Top 10 Weight
46.1%
Moderate
Changes
29
1 new · 0 exits
Top Sector
IT - Software
34.3% of portfolio
📋 What Happened This Month Edelweiss Technology Fund added 1 new stock to its portfolio this month. The biggest new buy was Firstsource Solutions Limited (Commercial Services & Supplies) at 1.04% weight. Among existing holdings, Coforge Limited saw the biggest increase — now at 2.32% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 9.51%. Bharti Airtel Limited remains the top holding with IT - Software the dominant sector at 34.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
IT - Software 39.1% 36.1% -3.1%
Telecom - Services 11.8% 11.2% -0.6%
Automobiles 3.9% 4.4% +0.5%
Retailing 3.1% 3.0% -0.1%
Financial Technology (Fintech) 2.5% 2.6% +0.1%
Power 1.6% 1.7% +0.1%
Aerospace & Defense 1.3% 1.6% +0.3%
Finance 1.2% 1.4% +0.2%
Construction 1.3% 1.3% +0.0%
Consumer Durables 1.1% 1.2% +0.1%
Apr 2026 May 2026
Sector Prev Curr Delta
IT - Software 36.1% 34.3% -1.8%
Telecom - Services 11.2% 10.4% -0.8%
Automobiles 4.4% 4.3% -0.1%
Retailing 3.0% 2.9% -0.1%
Financial Technology (Fintech) 2.6% 2.5% -0.1%
Power 1.7% 1.7% +0.0%
Commercial Services & Supplies 0.6% 1.7% +1.1%
Aerospace & Defense 1.6% 1.5% -0.1%
Construction 1.3% 1.3% 0.0%
Finance 1.4% 1.2% -0.2%
🟢
Biggest New Buy
Firstsource Solutions Limited
1.04% weight · Commercial Services & Supplies
Biggest Add
Coforge Limited
+0.27% · now 2.32%
Biggest Trim
Bharti Airtel Limited
-0.82% · now 9.51%
🤝 Other funds also bought this month
Firstsource Solutions Limited 8 funds
Firstsource Solutions Limited
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan
Tata Digital India Fund-Direct Plan-Growth
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 1 New Entry ↑ 6 Increased ↓ 22 Decreased
#StockSectorWeight (May 2026)
1
Firstsource Solutions Limited
₹7.58 Cr
Commercial Services & Supplies 1.04%
#StockSectorApr 2026May 2026Change
1
Coforge Limited
₹16.87 Cr
IT - Software 2.05% 2.32% +0.27%
2
Persistent Systems Limited
₹22.50 Cr
IT - Software 3.01% 3.09% +0.08%
3
Netweb Technologies India Limited
₹5.52 Cr
IT - Services 0.70% 0.76% +0.06%
4
TeamLease Services Limited
₹4.42 Cr
Commercial Services & Supplies 0.57% 0.61% +0.04%
5
JSW Energy Limited
₹12.33 Cr
Power 1.68% 1.70% +0.02%
6
Indus Towers Limited
₹6.25 Cr
Telecom - Services 0.84% 0.86% +0.02%
#StockSectorApr 2026May 2026Change
1
Bharti Airtel Limited
₹69.16 Cr
Telecom - Services 10.33% 9.51% -0.82%
2
Infosys Limited
₹48.61 Cr
IT - Software 7.16% 6.68% -0.48%
3
LTIMindtree Limited
₹24.32 Cr
IT - Software 3.70% 3.34% -0.36%
4
Tech Mahindra Limited
₹42.04 Cr
IT - Software 6.04% 5.78% -0.26%
5
HCL Technologies Limited
₹26.57 Cr
IT - Software 3.89% 3.65% -0.24%
6
Tata Consultancy Services Limited
₹11.43 Cr
IT - Software 1.81% 1.57% -0.24%
7
Mphasis Limited
₹31.26 Cr
IT - Software 4.53% 4.30% -0.23%
8
Home First Finance Company India Limited
₹8.82 Cr
Finance 1.39% 1.21% -0.18%
9
Birlasoft Limited
₹6.18 Cr
IT - Software 1.03% 0.85% -0.18%
10
Zensar Technologies Limited
₹9.73 Cr
IT - Software 1.46% 1.34% -0.12%

What Stocks Does This Fund Hold?

29 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹69.16 Cr
Telecom - Services
9.51%
2
₹48.61 Cr
IT - Software
6.68%
3
₹42.04 Cr
IT - Software
5.78%
4
₹31.26 Cr
IT - Software
4.30%
5
₹31.09 Cr
Automobiles
4.28%
6
₹26.57 Cr
IT - Software
3.65%
7
₹24.32 Cr
IT - Software
3.34%
8
₹22.50 Cr
IT - Software
3.09%
9
₹21.07 Cr
Retailing
2.90%
10
₹18.44 Cr
Financial Technology (Fintech)
2.53%
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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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