As of 31 May 2026, 7 Indian mutual funds hold Edelweiss Financial Services Limited (Financial Services), led by Abakkus Small Cap Fund at 1.3% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 31 May 2026, 7 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 7 funds holding Edelweiss Financial Services Limited, the average position size is 0.71% of net assets. The highest-conviction holder is Abakkus Small Cap Fund (Equity), at 1.3%. Equity funds account for 5 of the 7 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 Abakkus Small Cap Fund (+0.46pp to 1.3%).
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 |
|---|---|---|
| Abakkus Small Cap Fund | 0.84% → 1.3% | ▲ +0.46 |
| Abakkus Flexi Cap Fund | 0.82% → 1.26% | ▲ +0.44 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | Abakkus Small Cap Fund | Abakkus Mutual Fund | Equity | 1.3% |
| 2 | Abakkus Flexi Cap Fund | Abakkus Mutual Fund | Equity | 1.26% |
| 3 | Helios Financial Services Fund | Helios Mutual Fund | Thematic | 0.8% |
| 4 | Helios Small Cap Fund | Helios Mutual Fund | Equity | 0.77% |
| 5 | Helios Mid Cap Fund | Helios Mutual Fund | Equity | 0.64% |
| 6 | JioBlackRock Flexi Cap Fund | Jio BlackRock Mutual Fund | Equity | 0.18% |
| 7 | 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.