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 Smallcap Fund - Regular Plan - Growth - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 99.40%Others: 0.60%

Market Cap

Small Cap: 66.56%Mid Cap: 21.60%Large Cap: 11.24%

Number of stocks

Top 10 Holdings

73.10% of portfolio

Market Cap of Equity

Small Cap

66.5600%

Mid Cap

21.6000%

Large Cap

11.2400%

Companies Allocation of Equity

Sai Life Sciences Limited9.16%

Krishna Institute Of Medical Sciences Limited8.52%

AMBER ENTERPRISES INDIA LIMITED EQ8.50%

Swiggy Pvt Ltd8.28%

INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-7.62%

MAX HEALTHCARE INSTITUTE LIMITED EQ7.30%

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-6.48%

BSE LIMITED EQ NEW FV RS. 2/-6.34%

JK LAKSHMI CEMENT LIMITED EQ NEW RS.5/-5.50%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-5.40%

Sector Allocation of Equity

Pharmaceuticals & Biotechnology8.49%

Healthcare Services11.65%

Consumer Durables6.43%

Retailing7.92%

Transport Services5.98%

Banks10.59%

Capital Markets6.50%

Cement & Cement Products3.06%

Industrial Manufacturing3.65%

Finance7.08%

Commercial Services & Supplies1.95%

Automobiles1.85%

Auto Components3.21%

IT - Software3.72%

Insurance1.58%

Realty4.10%

Paper, Forest & Jute Products1.47%

Leisure Services1.39%

Agricultural, Commercial & Construction Vehicles1.22%

Electrical Equipment2.05%

Industrial Products2.88%

Food Products1.00%

Construction0.67%

Chemicals & Petrochemicals0.64%

Agricultural Food & other Products0.32%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Smallcap Fund - Regular Plan - Growth

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.