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 Liquid Fund - Regular - Weekly IDCW (Reinvestment) - Portfolio Analysis

Debt
Liquid
Status: Closed

Portfolio Overview

As of May 31, 2026

Asset Allocation

Others: 71.57%Debt: 28.43%

Market Cap

Cash And Equivalents: 52.65% Corporate Bond: 17.79%Government Related: 0.83%Other: 0.30%

Number of stocks

134

Top 10 Holdings

33.58% of portfolio

Market Cap of Others

Cash And Equivalents

52.65%

Corporate Bond

17.79%

Government Related

0.83%

Other

0.30%

Companies Allocation of Others

Hindustan Petroleum Corp Ltd.2.656%

Network18 Media & Investments Limited1.976%

ICICI Securities Limited1.926%

Aditya Birla Real Estate Ltd.1.808%

L&T Finance Ltd.1.661%

Icici Securities Limited1.661%

Grasim Industries Ltd.1.661%

Small Industries Development Bank of India1.333%

Titan Co Ltd.1.333%

Export-Import Bank of India1.332%

National Bank for Agriculture and Rural Development1.332%

Birla Group Holdings Pvt Ltd1.332%

Indian Oil Corp Ltd.1.332%

Mashreqbank Psc1.332%

Tata Capital Housing Finance Limited1.331%

National Bank For Agriculture And Rural Development1.327%

ICICI Home Finance Company Limited1.162%

Mahindra & Mahindra Financial Services Limited0.999%

Godrej Housing Finance Limited0.997%

Bajaj Finance Ltd.0.985%

Triparty Repo0.677%

Sundaram Home Finance Limited0.667%

Kotak Securities Ltd0.667%

Aditya Birla Housing Finance Ltd.0.666%

Motilal Oswal Finvest Limited0.333%

Motilal Oswal Financial Services Limited0.333%

Corporate Debt Market Development Fund Class A20.301%

Tata Realty And Infrastructure Limited0.263%

Small Industries Dev Bank Of India0.166%

Kotak Securities Limited0.033%

Sector Allocation of Others

Cash And Equivalents52.65%

Corporate Bond17.79%

Government Related0.83%

Other0.30%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Fund Suspended: Currently this fund is not available for Investments.

Invesco India Liquid Fund - Regular - Weekly IDCW (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.