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

Equity
PSU Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.60%Others: 2.40%

Market Cap

Large Cap: 47.76%Mid Cap: 40.59%Small Cap: 9.25%

Number of stocks

Top 10 Holdings

97.60% of portfolio

Market Cap of Equity

Large Cap

47.76%

Mid Cap

40.59%

Small Cap

9.25%

Companies Allocation of Equity

State Bank of India8.232%

Hindustan Aeronautics Ltd Ordinary Shares7.453%

Indian Bank7.079%

Bharat Petroleum Corp Ltd6.080%

Bharat Electronics Ltd5.897%

NTPC Green Energy Ltd4.952%

NTPC Ltd4.730%

Bank of Baroda4.526%

Bharat Dynamics Ltd Ordinary Shares4.231%

Dredging Corp of India Ltd3.990%

REC Ltd3.970%

Cochin Shipyard Ltd3.601%

Oil & Natural Gas Corp Ltd3.590%

Power Grid Corp Of India Ltd3.460%

GAIL (India) Ltd3.318%

National Aluminium Co Ltd3.268%

SBI Life Insurance Co Ltd3.240%

BEML Ltd3.171%

Hindustan Petroleum Corp Ltd3.154%

NHPC Ltd2.901%

Mazagon Dock Shipbuilders Ltd2.137%

Can Fin Homes Ltd1.989%

Indian Railway Catering And Tourism Corp Ltd1.633%

Coal India Ltd0.993%

Sector Allocation of Equity

Financial Services29.04%

Industrials30.48%

Energy13.82%

Utilities19.36%

Basic Materials3.27%

Consumer Cyclical1.63%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India PSU 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.