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 Business Cycle Fund - Regular (G) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 94.63%Others: 5.37%

Market Cap

Mid Cap: 41.56%Others: 9.34%Small Cap: 22.92%Large Cap: 20.81%

Number of stocks

Top 10 Holdings

94.63% of portfolio

Market Cap of Equity

Mid Cap

41.56%

Others

9.34%

Small Cap

22.92%

Large Cap

20.81%

Companies Allocation of Equity

Max Healthcare Institute Ltd Ordinary Shares5.902%

Aditya Infotech Ltd5.481%

Sai Life Sciences Ltd4.981%

InterGlobe Aviation Ltd4.920%

BSE Ltd4.888%

Prestige Estates Projects Ltd4.634%

Amber Enterprises India Ltd Ordinary Shares4.432%

Trent Ltd4.178%

AU Small Finance Bank Ltd3.895%

Eternal Ltd3.673%

Cholamandalam Investment and Finance Co Ltd3.652%

IndusInd Bank Ltd3.605%

The Federal Bank Ltd3.540%

L&T Finance Ltd3.302%

Swiggy Ltd3.182%

Wework India Management Ltd2.874%

RBL Bank Ltd2.555%

Krishna Institute of Medical Sciences Ltd2.516%

JK Cement Ltd2.507%

Global Health Ltd2.425%

HDFC Asset Management Co Ltd2.215%

Sonata Software Ltd1.924%

Glenmark Pharmaceuticals Ltd1.821%

Indian Hotels Co Ltd1.792%

Max Estates Ltd1.522%

Apollo Hospitals Enterprise Ltd1.303%

ABB India Ltd1.208%

Phoenix Mills Ltd1.165%

Dixon Technologies (India) Ltd0.994%

Hexaware Technologies Ltd Ordinary Shares0.981%

Timken India Ltd0.741%

Grindwell Norton Ltd0.504%

Ethos Ltd0.470%

Bansal Wire Industries Ltd0.434%

Carborundum Universal Ltd0.413%

Sector Allocation of Equity

Healthcare18.95%

Industrials13.27%

Financial Services27.65%

Real Estate10.20%

Consumer Cyclical17.73%

Basic Materials2.94%

Technology3.90%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Business Cycle Fund - Regular (G)

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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.