What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Invesco India Arbitrage Fund - Growth Option - Portfolio Analysis

Hybrid
Arbitrage Funds
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 81.74%Others: 16.36%Debt: 1.90%

Market Cap

Large Cap: 47.66%Mid Cap: 28.21%Small Cap: 5.87%

Number of stocks

189

Top 10 Holdings

49.44% of portfolio

Market Cap of Equity

Large Cap

47.6600%

Mid Cap

28.2100%

Small Cap

5.8700%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.86%

ICICI BANK LIMITED EQ NEW FV RS. 2/-8.82%

ZOMATO LIMITED EQ5.64%

VODAFONE IDEA LIMITED EQ4.70%

RELIANCE INDUSTRIES LIMITED EQ4.12%

TATA MOTORS PASSENGER VEHICLES LIMITED EQ NEW FV RS. 2/-3.70%

DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-3.70%

ITC LIMITED EQ NEW FV RE.1/-3.66%

RELIANCE STRATEGIC INVESTMENTS LIMITED EQ3.26%

INDUS TOWERS LIMITED EQ2.98%

Sector Allocation of Equity

Banks14.08%

Retailing4.18%

Telecom - Services4.16%

Petroleum Products2.77%

Automobiles3.50%

Consumer Durables4.07%

Diversified FMCG1.87%

Finance7.46%

Ferrous Metals2.66%

Chemicals & Petrochemicals1.81%

Aerospace & Defense2.00%

Industrial Products1.76%

Agricultural Food & other Products1.98%

Pharmaceuticals & Biotechnology4.52%

Realty1.67%

Healthcare Services1.28%

Insurance1.26%

Minerals & Mining0.76%

Electrical Equipment1.64%

Transport Services1.06%

Non - Ferrous Metals1.22%

Fertilizers & Agrochemicals0.67%

IT - Software2.66%

Transport Infrastructure0.83%

Auto Components1.87%

Cement & Cement Products1.39%

Construction0.82%

Beverages0.68%

Capital Markets1.37%

Industrial Manufacturing0.84%

Power1.98%

Leisure Services0.53%

Consumable Fuels0.36%

Food Products0.52%

Diversified Metals0.32%

Gas0.37%

Financial Technology (Fintech)0.22%

Oil0.22%

Personal Products0.21%

Metals & Minerals Trading0.11%

IT - Services0.06%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Arbitrage Fund - Growth Option

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.