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 Contra Fund - Growth - Portfolio Analysis

Equity
Contra
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 99.28%Others: 0.72%

Market Cap

Large Cap: 51.01%Mid Cap: 22.05%Others: 7.56%Small Cap: 18.66%

Number of stocks

Top 10 Holdings

99.28% of portfolio

Market Cap of Equity

Large Cap

51.01%

Mid Cap

22.05%

Others

7.56%

Small Cap

18.66%

Companies Allocation of Equity

Larsen & Toubro Ltd5.244%

ICICI Bank Ltd5.045%

Axis Bank Ltd3.782%

HDFC Bank Ltd3.651%

Reliance Industries Ltd3.597%

Mahindra & Mahindra Ltd3.547%

Infosys Ltd3.222%

Bharti Airtel Ltd2.556%

Cholamandalam Investment and Finance Co Ltd2.346%

Glenmark Pharmaceuticals Ltd2.110%

Apollo Hospitals Enterprise Ltd2.025%

The Federal Bank Ltd1.999%

Bharat Electronics Ltd1.957%

KEI Industries Ltd1.813%

FSN E-Commerce Ventures Ltd1.804%

BSE Ltd1.739%

Coforge Ltd1.700%

Delhivery Ltd1.609%

Shyam Metalics and Energy Ltd1.584%

TVS Motor Co Ltd1.569%

Prestige Estates Projects Ltd1.565%

IndusInd Bank Ltd1.516%

Tata Motors Ltd1.471%

Kotak Mahindra Bank Ltd1.433%

Varun Beverages Ltd1.426%

Lupin Ltd1.379%

Divi's Laboratories Ltd1.313%

Bank of Baroda1.265%

Swiggy Ltd1.259%

Multi Commodity Exchange of India Ltd1.253%

Hindustan Petroleum Corp Ltd1.234%

Global Health Ltd1.210%

LTM Ltd1.205%

RBL Bank Ltd1.173%

Samvardhana Motherson International Ltd1.097%

Craftsman Automation Ltd1.070%

ICICI Lombard General Insurance Co Ltd1.068%

Tech Mahindra Ltd1.030%

UltraTech Cement Ltd1.018%

Cohance Lifesciences Ltd1.000%

Entero Healthcare Solutions Ltd0.989%

InterGlobe Aviation Ltd0.970%

Ambuja Cements Ltd0.945%

Meesho Ltd0.932%

Aditya Birla Sun Life AMC Ltd0.880%

Voltas Ltd0.868%

Eternal Ltd0.854%

Aditya Birla Real Estate Ltd0.849%

Timken India Ltd0.848%

Jubilant Foodworks Ltd0.837%

SBI Life Insurance Co Ltd0.803%

Hindalco Industries Ltd0.797%

Aadhar Housing Finance Ltd0.784%

Honeywell Automation India Ltd0.783%

Jyoti CNC Automation Ltd0.775%

Shriram Finance Ltd0.707%

Kalyan Jewellers India Ltd0.667%

Blackbuck Ltd0.645%

Mphasis Ltd0.639%

J.B. Chemicals & Pharmaceuticals Ltd0.630%

Fsn E-Commerce Ventures Limited May 2026 Future0.603%

Jubilant Foodworks Limited May 2026 Future0.560%

Britannia Industries Ltd0.516%

Medplus Health Services Ltd0.492%

Crompton Greaves Consumer Electricals Ltd0.471%

Sonata Software Ltd0.406%

V-Mart Retail Ltd0.392%

Afcons Infrastructure Ltd0.382%

Wockhardt Ltd0.335%

Orchid Pharma Ltd0.320%

Mphasis Limited May 2026 Future0.260%

KNR Constructions Ltd0.194%

Lupin Future May 260.167%

Hexaware Technologies Ltd Ordinary Shares0.060%

Crompton Greaves Consumer Electricals Limited May 2026 Future0.032%

Sector Allocation of Equity

Industrials14.58%

Financial Services29.44%

Energy4.83%

Consumer Cyclical16.84%

Technology8.91%

Communication Services2.56%

Healthcare11.80%

Basic Materials4.34%

Real Estate2.41%

Consumer Defensive1.94%

Equity1.62%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Contra Fund - Growth

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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.