Which mutual funds hold EDELWEISS FINANCIAL SERVICES LIMITED?

9 mutual funds hold EDELWEISS FINANCIAL SERVICES LIMITED as of Sep 2026. The highest weight is 1.75% held by Helios Financial Services Fund - Direct Plan - Growth Option. Data from official AMFI monthly portfolio disclosures.

What sector is EDELWEISS FINANCIAL SERVICES LIMITED in?

EDELWEISS FINANCIAL SERVICES LIMITED is in the Finance sector and is categorised as by SEBI.

What is the SEBI market cap category of EDELWEISS FINANCIAL SERVICES LIMITED?

As per SEBI and AMFI classification (Jan-Jun 2026), EDELWEISS FINANCIAL SERVICES LIMITED is a Small Cap stock ranked #532 with an average market cap of ₹10.72 K Cr.

Finance

EDELWEISS FINANCIAL SERVICES LIMITED

ISIN: INE532F01054 · Data as of Sep 2026

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Active Funds Holding

vs Last Month

0 funds

Total Value

₹405.29 Cr

Avg Weight

0.96%

New Entries

Exits

Top Holder

Helios Financial Services Fund - Direct Plan - Growth Option 1.75%

ℹ️ Index funds and ETFs are excluded. Only actively managed funds reflect genuine fund manager decisions.

Small Cap Rank #532

₹4.55 K Cr

Avg Mkt Cap · Jan-Jun 2023 (3yr ago)

→

₹10.72 K Cr

Avg Mkt Cap · Jan-Jun 2026 (latest)

+135.7%

3yr change

SEBI · AMFI Market Cap List

📋 What Changed This Month EDELWEISS FINANCIAL SERVICES LIMITED is currently held by 9 active mutual funds with total exposure of ₹405.29 Cr. This month 1 fund entered and 1 fund exited. Helios Financial Services Fund - Direct Plan - Growth Option has the highest allocation at 1.75%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Sep 2026 REFERENCE	9	₹405	48 / 49
Aug 2026	9	₹317	49 / 49	✅ Complete
Jul 2026	9	₹246	49 / 49	✅ Complete
Jun 2026	10	₹227	49 / 49	✅ Complete
May 2026	8	₹133	49 / 49	✅ Complete

📌 Portfolio changes below are based on Sep 2026 data — the most complete month with 48 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — Sep 2026?

Note: Index funds and ETFs are excluded from this analysis. Their holdings change due to index rebalancing, not active fund manager decisions, and do not reflect genuine conviction buys or exits.

▲ New Entries (1)

Bandhan Contra Fund 0.42%

▼ Exits (1)

JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option 0.19%

↑ Increased (6)

Helios Financial Services Fund - Direct Plan - Growth Option +0.7%

Abakkus Flexi Cap Fund - Direct - Growth +0.26%

Helios Small Cap Fund - Direct Plan - Growth Option +0.64%

Abakkus Small Cap Fund - Direct Plan - Growth +0.18%

Helios Mid Cap Fund - Direct Plan - Growth Option +0.12%

BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH +0.09%

↓ Decreased (1)

Bandhan Large & Mid Cap Fund - Direct Plan - Growth -0.03%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Small Cap	3	1.12%
Equity	2	0.88%
Mid Cap	2	0.72%
Flexi Cap	1	1.64%
Value/Contra	1	0.42%

All Holdings

Which 9 Active Funds Hold EDELWEISS FINANCIAL SERVICES LIMITED?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Helios Financial Services Fund - Direct Plan - Growth Option Helios Mutual Fund	Equity	1.75%	₹3.43 Cr	+0.7%
Abakkus Flexi Cap Fund - Direct - Growth Abakkus Mutual Fund	Flexi Cap	1.64%	₹128.53 Cr	+0.26%
Helios Small Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Small Cap	1.59%	₹30.02 Cr	+0.64%
Abakkus Small Cap Fund - Direct Plan - Growth Abakkus Mutual Fund	Small Cap	1.55%	₹50.30 Cr	+0.18%
Helios Mid Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Mid Cap	1.05%	₹24.74 Cr	+0.12%
Bandhan Contra Fund Bandhan Mutual Fund	Value/Contra	0.42%	₹7.20 Cr	NEW
Bandhan Large & Mid Cap Fund - Direct Plan - Growth Bandhan Mutual Fund	Mid Cap	0.39%	₹80.77 Cr	-0.03%
BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH Bandhan Mutual Fund	Small Cap	0.22%	₹80.28 Cr	+0.09%
WhiteOak Capital Banking & Financial Services Fund - Direct Growth WhiteOak Capital Mutual Fund	Equity	0%	₹2.47 L	—

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Data source: Official AMFI monthly portfolio disclosures. Updated every month. Index funds and ETFs excluded. Disclaimer: This is not investment advice. Consult a SEBI-registered advisor before investing.