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 Dynamic Equity Fund - IDCW (Payout / Reinvestment) - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 59.90%Others: 33.34%Debt: 6.77%

Market Cap

Large Cap: 61.72%Mid Cap: 7.37%

Number of stocks

Top 10 Holdings

70.61% of portfolio

Market Cap of Equity

Large Cap

61.72%

Mid Cap

7.37%

Companies Allocation of Equity

HDFC Bank Ltd8.072%

Reliance Industries Ltd7.438%

ICICI Bank Ltd4.749%

Eternal Ltd4.242%

Infosys Ltd3.115%

Larsen & Toubro Ltd2.939%

Kotak Mahindra Bank Ltd2.754%

Jio Financial Services Ltd2.351%

Tata Consultancy Services Ltd2.343%

Axis Bank Ltd1.857%

ICICI Lombard General Insurance Co Ltd1.808%

ITC Ltd1.784%

UltraTech Cement Ltd1.697%

Britannia Industries Ltd1.621%

Hindustan Unilever Ltd1.606%

Hyundai Motor India Ltd1.562%

Bajaj Finance Ltd1.491%

SBI Life Insurance Co Ltd1.421%

Jubilant Foodworks Ltd1.402%

Grasim Industries Ltd1.364%

Godrej Consumer Products Ltd1.355%

Dr. Lal PathLabs Ltd1.335%

Sun Pharmaceuticals Industries Ltd1.236%

Astral Ltd1.195%

Trent Ltd1.173%

Varun Beverages Ltd1.128%

Coforge Ltd1.095%

Tech Mahindra Ltd1.079%

InterGlobe Aviation Ltd1.048%

Carborundum Universal Ltd0.898%

State Bank of India0.822%

Mahindra & Mahindra Ltd0.605%

Dixon Technologies (India) Ltd0.542%

Bharat Electronics Ltd0.474%

Awfis Space Solutions Ltd0.367%

KNR Constructions Ltd0.244%

Bank of Baroda0.233%

Max Healthcare Institute Ltd Ordinary Shares0.155%

Kwality Walls India Ltd0.011%

Sector Allocation of Equity

Financial Services25.56%

Energy7.44%

Consumer Cyclical8.98%

Technology8.17%

Industrials7.17%

Consumer Defensive7.51%

Basic Materials3.06%

Healthcare2.73%

Equity-10.72%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Dynamic Equity Fund - 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.