Finance
EDELWEISS FINANCIAL SERVICES LIMITED
ISIN: INE532F01054 · Data as of Apr 2026
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Active Funds Holding
7
vs Last Month
+1 funds
Total Value
₹99.02 Cr
Avg Weight
0.68%
New Entries
1
Exits
0
Top Holder
Helios Small Cap Fund - Direct Plan - Growth Option 1.19%
ℹ️ Index funds and ETFs are excluded from this analysis. They passively track an index and hold stocks mechanically — not because of a fund manager's conviction. Only actively managed funds reflect genuine fund manager decisions.
📋 What Changed This Month

EDELWEISS FINANCIAL SERVICES LIMITED is currently held by 7 active mutual funds (excluding ETFs and Index funds) with a total exposure of ₹99.02 Cr. This month 1 fund entered. Helios Small Cap Fund - Direct Plan - Growth Option has the highest allocation at 1.19%, followed by Helios Mid Cap Fund - Direct Plan - Growth Option at 0.90%. ↓ Scroll down for full fund list and monthly changes.

Trend
Active Fund Count — Last 3 Months
Feb
Mar
Apr
By Category
Fund Category Breakdown
CategoryFundsAvg WeightDistribution
Small Cap 3 0.72%
Equity 2 0.42%
Mid Cap 1 0.90%
Flexi Cap 1 0.82%
All Holdings
All 7 Active Funds Holding EDELWEISS FINANCIAL SERVICES LIMITED
Filter:
Fund ↕ Category ↕ Weight ↕ Value ↕ Change ↕
Helios Small Cap Fund - Direct Plan - Growth Option
Helios Mutual Fund
Small Cap 1.19% ₹11.13 Cr -0.15%
Helios Mid Cap Fund - Direct Plan - Growth Option
Helios Mutual Fund
Mid Cap 0.90% ₹12.39 Cr -0.05%
Helios Financial Services Fund - Direct Plan - Growth Option
Helios Mutual Fund
Equity 0.84% ₹1.60 Cr +0.01%
Abakkus Small Cap Fund - Direct Plan - Growth
Abakkus Mutual Fund
Small Cap 0.84% ₹6.85 Cr NEW
Abakkus Flexi Cap Fund - Direct - Growth
Abakkus Mutual Fund
Flexi Cap 0.82% ₹31.91 Cr +0.01%
BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH
Bandhan Mutual Fund
Small Cap 0.14% ₹35.12 Cr
WhiteOak Capital Banking & Financial Services Fund - Direct Growth
WhiteOak Capital Mutual Fund
Equity 0.00% ₹1.97 L