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 Financial Services Fund - Regular Plan - IDCW (Payout / Reinvestment) - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.43%Others: 1.57%

Market Cap

Large Cap: 41.85%Others: 17.16%Small Cap: 16.84%Mid Cap: 22.57%

Number of stocks

Top 10 Holdings

98.43% of portfolio

Market Cap of Equity

Large Cap

41.85%

Others

17.16%

Small Cap

16.84%

Mid Cap

22.57%

Companies Allocation of Equity

HDFC Bank Ltd13.376%

ICICI Bank Ltd12.675%

Axis Bank Ltd7.624%

ICICI Prudential Asset Management Co Ltd4.722%

Karur Vysya Bank Ltd4.673%

Multi Commodity Exchange of India Ltd4.459%

BSE Ltd4.305%

Shriram Finance Ltd4.099%

Cholamandalam Investment and Finance Co Ltd3.248%

Nuvama Wealth Management Ltd2.963%

Indian Bank2.740%

Bank of Baroda2.633%

Central Depository Services (India) Ltd2.629%

Muthoot Finance Ltd2.378%

SBI Life Insurance Co Ltd2.300%

Can Fin Homes Ltd2.275%

PB Fintech Ltd2.267%

IndusInd Bank Ltd2.198%

The Federal Bank Ltd2.027%

L&T Finance Ltd1.989%

ICICI Lombard General Insurance Co Ltd1.894%

RBL Bank Ltd1.661%

Prudent Corporate Advisory Services Ltd1.561%

Aadhar Housing Finance Ltd1.518%

Max Financial Services Ltd1.406%

Equitas Small Finance Bank Ltd Ordinary Shares1.380%

One97 Communications Ltd1.370%

Home First Finance Co India Ltd ---1.143%

Tata Capital Ltd0.916%

Sector Allocation of Equity

Financial Services97.06%

Technology1.37%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Financial Services Fund - Regular Plan - 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.