As of 30 September 2026, 8 Indian mutual funds hold Edelweiss Financial Services Limited (Financial Services), led by Helios Financial Services Fund at 1.75% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 30 September 2026, 8 Indian mutual fund schemes disclose a holding in Edelweiss Financial Services Limited (Financial Services). The table below lists every fund holding this stock along with its weight as a percentage of the fund's net assets (% to NAV), sorted from the highest conviction position downward.
Across the 8 funds holding Edelweiss Financial Services Limited, the average position size is 1.02% of net assets. The highest-conviction holder is Helios Financial Services Fund (Thematic), at 1.75%. Equity funds account for 6 of the 8 holders, with the rest spread across 1 other category. Over the last month, 0 funds initiated a new position and 1 fund exited, with the largest weight change at Helios Financial Services Fund (+0.7pp to 1.75%).
How funds changed their Edelweiss Financial Services Limited position between their two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Fund | Weight | Change |
|---|---|---|
| Helios Financial Services Fund | 1.05% → 1.75% | ▲ +0.7 |
| Helios Small Cap Fund | 0.95% → 1.59% | ▲ +0.64 |
| Abakkus Flexi Cap Fund | 1.38% → 1.64% | ▲ +0.26 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | Helios Financial Services Fund | Helios Mutual Fund | Thematic | 1.75% |
| 2 | Abakkus Flexi Cap Fund | Abakkus Mutual Fund | Equity | 1.64% |
| 3 | Helios Small Cap Fund | Helios Mutual Fund | Equity | 1.59% |
| 4 | Abakkus Small Cap Fund | Abakkus Mutual Fund | Equity | 1.55% |
| 5 | Helios Mid Cap Fund | Helios Mutual Fund | Equity | 1.05% |
| 6 | Bandhan Large & Mid Cap Fund | Bandhan Mutual Fund | Equity | 0.39% |
| 7 | Bandhan Small Cap Fund | Bandhan Mutual Fund | Equity | 0.22% |
| 8 | WhiteOak Capital Banking & Financial Services Fund | WhiteOak Capital Mutual Fund | Thematic | 0% |
Want to interpret these weights? Read How to Read a Mutual Fund's Monthly Portfolio Disclosure, or look up terms like % to NAV and conviction in the glossary.
Source: SEBI-mandated monthly portfolio disclosures by Indian AMCs. Percentages are of each fund's net assets on its latest disclosure date. For information only, not investment advice.