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 Large & Mid Cap Fund - Regular - IDCW - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 99.87%Others: 0.13%

Market Cap

Mid Cap: 40.84%Large Cap: 34.24%Small Cap: 19.83%Others: 4.96%

Number of stocks

Top 10 Holdings

99.87% of portfolio

Market Cap of Equity

Mid Cap

40.84%

Large Cap

34.24%

Small Cap

19.83%

Others

4.96%

Companies Allocation of Equity

Max Healthcare Institute Ltd Ordinary Shares7.069%

Eternal Ltd6.258%

InterGlobe Aviation Ltd6.116%

ICICI Bank Ltd5.992%

Sai Life Sciences Ltd4.693%

Trent Ltd4.624%

Prestige Estates Projects Ltd4.535%

BSE Ltd4.120%

ABB India Ltd3.445%

Glenmark Pharmaceuticals Ltd3.311%

L&T Finance Ltd3.250%

The Federal Bank Ltd3.230%

Amber Enterprises India Ltd Ordinary Shares3.091%

AU Small Finance Bank Ltd3.003%

IndusInd Bank Ltd2.762%

Cholamandalam Investment and Finance Co Ltd2.614%

Aditya Infotech Ltd2.450%

JK Cement Ltd2.228%

Global Health Ltd1.951%

Bharti Airtel Ltd1.836%

Swiggy Ltd1.736%

SRF Ltd1.729%

Hexaware Technologies Ltd Ordinary Shares1.692%

Max Financial Services Ltd1.674%

Krishna Institute of Medical Sciences Ltd1.666%

UltraTech Cement Ltd1.616%

HDFC Asset Management Co Ltd1.510%

Phoenix Mills Ltd1.400%

Timken India Ltd1.287%

Ethos Ltd1.121%

Carborundum Universal Ltd0.976%

Sonata Software Ltd0.861%

Go Digit General Insurance Ltd0.855%

Sobha Ltd0.730%

Max Estates Ltd0.645%

Torrent Power Ltd0.623%

Bansal Wire Industries Ltd0.560%

Craftsman Automation Ltd0.551%

Grindwell Norton Ltd0.527%

Corona Remedies Ltd0.443%

Wework India Management Ltd0.375%

Safari Industries (India) Ltd0.315%

ICICI Lombard General Insurance Co Ltd0.225%

FSN E-Commerce Ventures Ltd0.176%

Sector Allocation of Equity

Healthcare19.13%

Consumer Cyclical17.87%

Industrials16.53%

Financial Services29.23%

Real Estate7.69%

Basic Materials4.40%

Communication Services1.84%

Technology2.55%

Utilities0.62%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Large & Mid Cap Fund - Regular - IDCW

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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.