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 Largecap Fund - IDCW (Payout / Reinvestment) - Portfolio Analysis

Equity
Large Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.67%Others: 1.33%

Market Cap

Large Cap: 66.44%Mid Cap: 23.80%Small Cap: 8.43%

Number of stocks

Top 10 Holdings

98.67% of portfolio

Market Cap of Equity

Large Cap

66.44%

Mid Cap

23.80%

Small Cap

8.43%

Companies Allocation of Equity

ICICI Bank Ltd7.113%

HDFC Bank Ltd6.207%

ICICI Prudential Asset Management Co Ltd5.663%

Infosys Ltd4.438%

Larsen & Toubro Ltd4.043%

Bajaj Finance Ltd3.652%

Bharti Airtel Ltd3.511%

Eternal Ltd3.304%

Tech Mahindra Ltd3.171%

Axis Bank Ltd2.998%

InterGlobe Aviation Ltd2.832%

Titan Co Ltd2.558%

Eicher Motors Ltd2.477%

Torrent Pharmaceuticals Ltd2.434%

Mahindra & Mahindra Ltd2.398%

UltraTech Cement Ltd2.315%

Max Healthcare Institute Ltd Ordinary Shares2.179%

ABB India Ltd2.159%

Cholamandalam Investment and Finance Co Ltd2.023%

CG Power & Industrial Solutions Ltd1.937%

Coforge Ltd1.886%

Ather Energy Ltd1.694%

Polycab India Ltd1.610%

Bank of Baroda1.562%

Multi Commodity Exchange of India Ltd1.547%

Poly Medicure Ltd1.524%

Asian Paints Ltd1.516%

Avenue Supermarts Ltd1.370%

Shriram Finance Ltd1.135%

Divi's Laboratories Ltd1.133%

Hindalco Industries Ltd1.085%

Hindustan Aeronautics Ltd Ordinary Shares1.071%

Vishal Mega Mart Ltd1.065%

Delhivery Ltd1.044%

Prestige Estates Projects Ltd1.026%

PB Fintech Ltd0.988%

Home First Finance Co India Ltd ---0.986%

Tube Investments of India Ltd Ordinary Shares0.981%

Samvardhana Motherson International Ltd0.953%

PTC Industries Ltd0.943%

Bharat Electronics Ltd0.888%

SRF Ltd0.878%

Global Health Ltd0.786%

Trent Ltd0.684%

DLF Ltd0.681%

NTPC Green Energy Ltd0.638%

Dixon Technologies (India) Ltd0.570%

Jyoti CNC Automation Ltd0.564%

Lodha Developers Ltd0.457%

Sector Allocation of Equity

Financial Services33.87%

Technology10.07%

Industrials18.95%

Communication Services3.51%

Consumer Cyclical15.13%

Healthcare8.06%

Basic Materials4.92%

Consumer Defensive1.37%

Real Estate2.16%

Utilities0.64%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Largecap Fund - IDCW (Payout / Reinvestment)

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.