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 Infrastructure Fund - IDCW (Payout / Reinvestment) - Portfolio Analysis

Equity
Infrastructure
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.01%Others: 1.99%

Market Cap

Mid Cap: 27.59%Large Cap: 26.42%Small Cap: 37.85%Others: 6.15%

Number of stocks

Top 10 Holdings

98.01% of portfolio

Market Cap of Equity

Mid Cap

27.59%

Large Cap

26.42%

Small Cap

37.85%

Others

6.15%

Companies Allocation of Equity

Honeywell Automation India Ltd7.547%

Larsen & Toubro Ltd7.102%

Schneider Electric Infrastructure Ltd5.301%

ABB India Ltd4.328%

Hitachi Energy India Ltd Ordinary Shares4.087%

Bharat Dynamics Ltd Ordinary Shares3.801%

Grindwell Norton Ltd3.533%

InterGlobe Aviation Ltd3.430%

Transformers & Rectifiers (India) Ltd3.217%

Dredging Corp of India Ltd2.988%

CG Power & Industrial Solutions Ltd2.880%

Afcons Infrastructure Ltd2.878%

JNK India Ltd2.777%

ZF Commercial Vehicle Control Systems India Ltd2.710%

Linde India Ltd2.684%

Bharti Airtel Ltd2.678%

Cochin Shipyard Ltd2.618%

Trualt Bioenergy Ltd2.503%

Triveni Turbine Ltd2.342%

Dixon Technologies (India) Ltd1.988%

KEC International Ltd1.970%

G R Infraprojects Ltd1.932%

PTC Industries Ltd1.922%

Indiqube Spaces Ltd1.859%

Knowledge Marine & Engineering Works Ltd Ordinary Shares1.786%

Tube Investments of India Ltd Ordinary Shares1.733%

NTPC Green Energy Ltd1.654%

Cummins India Ltd1.621%

Hindustan Aeronautics Ltd Ordinary Shares1.571%

Timken India Ltd1.305%

KNR Constructions Ltd1.256%

Amber Enterprises India Ltd Ordinary Shares1.162%

Bharat Electronics Ltd1.155%

Max Healthcare Institute Ltd Ordinary Shares1.113%

Ingersoll-Rand (India) Ltd1.061%

GE Vernova T&D India Ltd1.013%

Prestige Estates Projects Ltd1.006%

Awfis Space Solutions Ltd0.890%

Ratnamani Metals & Tubes Ltd0.607%

Sector Allocation of Equity

Industrials78.04%

Consumer Cyclical3.87%

Basic Materials3.29%

Communication Services2.68%

Energy2.50%

Technology1.99%

Real Estate2.87%

Utilities1.65%

Healthcare1.11%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Infrastructure Fund - IDCW (Payout / Reinvestment)

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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.