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 SHORT TERM FUND - Daily IDCW (Reinvestment) - Portfolio Analysis

Debt
Short Duration
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 83.26%Others: 16.74%

Market Cap

Corporate Bond: 50.58%Government Related: 23.64%Government: 9.04%

Number of stocks

Top 10 Holdings

68.46% of portfolio

Market Cap of Debt

Corporate Bond

50.58%

Government Related

23.64%

Government

9.04%

Companies Allocation of Debt

Pipeline Infrastructure Limited4.648%

Muthoot Finance Limited4.620%

National Bank For Agriculture And Rural Development4.594%

ICICI Home Finance Company Limited4.575%

State Government Securities4.567%

Bajaj Finance Limited4.549%

Export Import Bank Of India4.543%

6.78% Maharashtra Sdl 20314.510%

Indian Railway Finance Corporation Limited4.462%

8.2% Tata Capital Housing Finance Limited 20293.702%

Mindspace Business Parks Reit3.639%

Piramal Finance Limited2.784%

Rec Limited2.769%

Adani Power Limited2.764%

6.94% Govt Stock 20362.730%

Lodha Developers Limited2.062%

6.48% Govt Stock 20351.767%

Power Finance Corporation Limited0.929%

Torrent Power Limited0.927%

Summit Digitel Infrastructure Limited0.918%

State Government Of Rajasthan0.913%

Reliance Industries Limited0.760%

Larsen And Toubro Limited0.370%

INDIA UNIVERSAL TRUST AL10.358%

Sector Allocation of Debt

Corporate Bond50.58%

Government Related23.64%

Government9.04%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

INVESCO INDIA SHORT TERM FUND - Daily IDCW (Reinvestment)

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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.

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