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
Flexi Cap
Invesco India Flexi Cap Fund - IDCW PAYOUT
Portfolio

Invesco India Flexi Cap Fund - IDCW PAYOUT - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.58%Others: 1.42%

Market Cap

Large Cap: 38.96%Mid Cap: 28.83%Small Cap: 13.45%Others: 17.34%

Number of stocks

Top 10 Holdings

98.58% of portfolio

Market Cap of Equity

Large Cap

38.96%

Mid Cap

28.83%

Small Cap

13.45%

Others

17.34%

Companies Allocation of Equity

ICICI Bank Ltd5.428%

Larsen & Toubro Ltd4.609%

HDFC Bank Ltd3.783%

InterGlobe Aviation Ltd3.147%

Cholamandalam Investment and Finance Co Ltd2.928%

Max Healthcare Institute Ltd Ordinary Shares2.719%

Sai Life Sciences Ltd2.579%

Bajaj Finance Ltd2.563%

Titan Co Ltd2.524%

BSE Ltd2.508%

Multi Commodity Exchange of India Ltd2.383%

Trent Ltd2.221%

PB Fintech Ltd2.175%

Eternal Ltd2.161%

AU Small Finance Bank Ltd2.114%

HDFC Asset Management Co Ltd1.985%

TVS Motor Co Ltd1.853%

Tata Motors Ltd1.845%

L&T Finance Ltd1.800%

Bharti Airtel Ltd1.761%

Aditya Infotech Ltd1.741%

Prestige Estates Projects Ltd1.683%

Mahindra & Mahindra Ltd1.673%

Krishna Institute of Medical Sciences Ltd1.630%

Hindustan Aeronautics Ltd Ordinary Shares1.512%

Persistent Systems Ltd1.509%

Coforge Ltd1.426%

Swiggy Ltd1.416%

KEI Industries Ltd1.407%

JK Cement Ltd1.405%

Global Health Ltd1.384%

Vishal Mega Mart Ltd1.373%

Apollo Hospitals Enterprise Ltd1.340%

Ather Energy Ltd1.302%

Belrise Industries Ltd1.281%

Bharat Electronics Ltd1.261%

Phoenix Mills Ltd1.245%

Dixon Technologies (India) Ltd1.117%

Nuvama Wealth Management Ltd1.093%

Polycab India Ltd1.018%

Home First Finance Co India Ltd ---1.014%

FSN E-Commerce Ventures Ltd1.001%

Hexaware Technologies Ltd Ordinary Shares0.984%

Blue Star Ltd0.982%

Anand Rathi Wealth Ltd0.935%

Tech Mahindra Ltd0.920%

Knowledge Marine & Engineering Works Ltd Ordinary Shares0.918%

Dr Agarwals Health Care Ltd0.916%

Jubilant Foodworks Ltd0.776%

UNO Minda Ltd0.765%

Transformers & Rectifiers (India) Ltd0.746%

HCL Technologies Ltd0.745%

Zensar Technologies Ltd0.673%

Max Estates Ltd0.625%

Ethos Ltd0.611%

SBFC Finance Ltd0.596%

Cohance Lifesciences Ltd0.596%

Safari Industries (India) Ltd0.582%

Bansal Wire Industries Ltd0.568%

Hitachi Energy India Ltd Ordinary Shares0.520%

Fractal Analytics Ltd0.480%

Concord Biotech Ltd0.422%

Cube Highways Trust0.407%

Metro Brands Ltd0.406%

RBL Bank Ltd0.248%

Dredging Corp of India Ltd0.236%

Sector Allocation of Equity

Financial Services31.55%

Industrials18.50%

Healthcare11.59%

Consumer Cyclical21.79%

Communication Services1.76%

Real Estate3.55%

Technology7.86%

Basic Materials1.97%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Flexi Cap Fund - IDCW PAYOUT

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.