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 Money Market Fund - Discretionary IDCW (Payout / Reinvestment) - Portfolio Analysis

Debt
Money Market
Status: Open

Portfolio Overview

As of May 31, 2026

Asset Allocation

Others: 87.00%Debt: 13.00%

Market Cap

Cash And Equivalents: 33.55% Corporate Bond: 46.17%Government Related: 6.99%Other: 0.29%

Number of stocks

Top 10 Holdings

41.32% of portfolio

Market Cap of Others

Cash And Equivalents

33.55%

Corporate Bond

46.17%

Government Related

6.99%

Other

0.29%

Companies Allocation of Others

Triparty Repo4.786%

Jio Credit Ltd.3.262%

ICICI Bank Limited2.879%

National Bank For Agriculture And Rural Development2.470%

Small Industries Dev Bank Of India2.048%

TATA Realty & Infrastructure Limited1.809%

Punjab National Bank Red1.698%

Axis Bank Limited1.665%

ICICI Securities Limited1.639%

Tata Capital Limited1.638%

ICICI Bank Ltd1.634%

Mahindra & Mahindra Financial Services Limited1.633%

Export Import Bank Of India1.238%

Bajaj Housing Finance Limited1.236%

Reverse Repo0.896%

Bharti Telecom Limited0.847%

Au Small Finance Bank Limited0.834%

Cholamandalam Investment And Finance Company Ltd0.833%

Torrent Pharmaceuticals Limited0.830%

Kotak Mahindra Bank Limited0.825%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)0.824%

IDFC First Bank Limited0.824%

Aditya Birla Housing Finance Limited0.821%

Birla Group Holdings Private Limited0.819%

Union Bank Of India0.818%

Manappuram Finance Limited0.583%

Canara Bank0.414%

Indian Bank0.412%

Muthoot Finance Limited0.411%

Bank Of Baroda0.409%

Corporate Debt Market Development Fund Class A20.291%

Sector Allocation of Others

Cash And Equivalents33.55%

Corporate Bond46.17%

Government Related6.99%

Other0.29%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Money Market Fund - Discretionary IDCW (Payout / Reinvestment)

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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.