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.

SIP Online
Mutual Fund
ELSS
Invesco India ELSS Tax Saver Fund - Growth
Portfolio

Invesco India ELSS Tax Saver Fund - Growth - Portfolio Analysis

Equity
ELSS
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.65%Others: 1.35%

Market Cap

Large Cap: 39.76%Others: 18.75%Mid Cap: 24.69%Small Cap: 15.45%

Number of stocks

Top 10 Holdings

98.65% of portfolio

Market Cap of Equity

Large Cap

39.76%

Others

18.75%

Mid Cap

24.69%

Small Cap

15.45%

Companies Allocation of Equity

ICICI Bank Ltd3.351%

HDFC Bank Ltd3.187%

Axis Bank Ltd2.755%

Multi Commodity Exchange of India Ltd2.401%

Bajaj Finance Ltd2.350%

Reliance Industries Ltd2.132%

Metro Brands Ltd2.044%

Apollo Hospitals Enterprise Ltd2.030%

Larsen & Toubro Ltd2.028%

The Federal Bank Ltd1.987%

InterGlobe Aviation Ltd1.984%

Tube Investments of India Ltd Ordinary Shares1.983%

Indiqube Spaces Ltd1.956%

Coforge Ltd1.944%

Mrs Bectors Food Specialities Ltd Ordinary Shares1.921%

ZF Commercial Vehicle Control Systems India Ltd1.909%

Transformers & Rectifiers (India) Ltd1.878%

Eternal Ltd1.794%

Eicher Motors Ltd1.678%

Kotak Mahindra Bank Ltd1.663%

Jyoti CNC Automation Ltd1.663%

Divi's Laboratories Ltd1.631%

Hindalco Industries Ltd1.612%

State Bank of India1.611%

L&T Finance Ltd1.603%

Polycab India Ltd1.603%

Jubilant Foodworks Ltd1.591%

PTC Industries Ltd1.580%

Phoenix Mills Ltd1.569%

Bharti Airtel Ltd1.547%

CG Power & Industrial Solutions Ltd1.507%

Torrent Pharmaceuticals Ltd1.471%

FSN E-Commerce Ventures Ltd1.471%

Tech Mahindra Ltd1.462%

UltraTech Cement Ltd1.458%

Vishal Mega Mart Ltd1.458%

Infosys Ltd1.405%

Blue Star Ltd1.388%

RBL Bank Ltd1.366%

Prestige Estates Projects Ltd1.354%

Tata Steel Ltd1.328%

Shriram Finance Ltd1.223%

Global Health Ltd1.218%

Persistent Systems Ltd1.201%

PB Fintech Ltd1.200%

Chalet Hotels Ltd1.182%

Entero Healthcare Solutions Ltd1.178%

Cholamandalam Investment and Finance Co Ltd1.166%

Bansal Wire Industries Ltd1.140%

Sona BLW Precision Forgings Ltd1.136%

Honeywell Automation India Ltd1.099%

Ather Energy Ltd1.061%

Delhivery Ltd1.011%

Nuvama Wealth Management Ltd0.991%

Max Healthcare Institute Ltd Ordinary Shares0.985%

PhysicsWallah Ltd0.968%

Home First Finance Co India Ltd ---0.919%

Swiggy Ltd0.882%

Mahindra & Mahindra Ltd0.880%

TVS Motor Co Ltd0.816%

Corona Remedies Ltd0.653%

HDB Financial Services Ltd0.595%

Supreme Industries Ltd0.594%

Hexaware Technologies Ltd Ordinary Shares0.549%

Tata Motors Ltd0.477%

Bank of Baroda0.470%

Awfis Space Solutions Ltd0.405%

Sector Allocation of Equity

Financial Services28.84%

Energy2.13%

Consumer Cyclical18.38%

Healthcare9.17%

Industrials18.72%

Real Estate4.88%

Technology6.56%

Consumer Defensive2.89%

Basic Materials5.54%

Communication Services1.55%

Monthly SIP

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SIP Amount

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Monthly SIP Date

Invesco India ELSS Tax Saver 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.