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 Equity Savings Fund - Regular Plan - Growth - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 43.48%Others: 39.39%Debt: 17.13%

Market Cap

Large Cap: 57.44%Mid Cap: 6.09%

Number of stocks

Top 10 Holdings

66.99% of portfolio

Market Cap of Equity

Large Cap

57.44%

Mid Cap

6.09%

Companies Allocation of Equity

Axis Bank Ltd7.940%

HDFC Bank Ltd5.943%

Reliance Industries Ltd5.174%

Kotak Mahindra Bank Ltd4.748%

United Spirits Ltd4.236%

Infosys Ltd2.530%

ICICI Bank Ltd2.500%

Bajaj Finance Ltd2.304%

Hindustan Unilever Ltd2.302%

State Bank of India2.255%

Power Grid Corp Of India Ltd1.885%

Tube Investments of India Ltd Ordinary Shares1.606%

Hyundai Motor India Ltd1.375%

Mahindra & Mahindra Ltd1.312%

Coforge Ltd1.303%

InterGlobe Aviation Ltd1.300%

Ambuja Cements Ltd1.200%

Mrs Bectors Food Specialities Ltd Ordinary Shares1.158%

Maruti Suzuki India Ltd1.148%

Tata Steel Ltd1.091%

UltraTech Cement Ltd1.052%

Honeywell Automation India Ltd0.845%

Poly Medicure Ltd0.822%

Metro Brands Ltd0.820%

Sun Pharmaceuticals Industries Ltd0.785%

Dixon Technologies (India) Ltd0.766%

Shriram Finance Ltd0.749%

NTPC Ltd0.725%

Grasim Industries Ltd0.719%

Bharti Airtel Ltd0.651%

Bansal Wire Industries Ltd0.636%

Entero Healthcare Solutions Ltd0.626%

The Federal Bank Ltd0.608%

AU Small Finance Bank Ltd0.523%

Indus Towers Ltd Ordinary Shares0.506%

HDFC Life Insurance Co Ltd0.488%

Supreme Industries Ltd0.462%

IndusInd Bank Ltd0.407%

Bank of Baroda0.397%

Larsen & Toubro Ltd0.213%

Orchid Pharma Ltd0.200%

SBI Life Insurance Co Ltd0.165%

Jio Financial Services Ltd0.158%

Apollo Hospitals Enterprise Ltd0.116%

Cipla Ltd0.074%

Dabur India Ltd0.067%

Pidilite Industries Ltd0.042%

Kwality Walls India Ltd0.028%

Titan Co Ltd0.023%

ICICI Prudential Life Insurance Co Ltd0.014%

Sector Allocation of Equity

Financial Services29.20%

Energy5.17%

Consumer Defensive7.79%

Technology4.60%

Utilities2.61%

Industrials4.42%

Consumer Cyclical4.68%

Basic Materials4.74%

Healthcare2.62%

Communication Services1.16%

Equity-23.51%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Equity Savings Fund - Regular Plan - Growth

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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.