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

Equity
Multi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 99.50%Others: 0.50%

Market Cap

Large Cap: 33.92%Mid Cap: 37.90%Small Cap: 27.68%

Number of stocks

Top 10 Holdings

58.88% of portfolio

Market Cap of Equity

Large Cap

33.9200%

Mid Cap

37.9000%

Small Cap

27.6800%

Companies Allocation of Equity

CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-7.70%

ZOMATO LIMITED EQ7.32%

ICICI BANK LIMITED EQ NEW FV RS. 2/-6.94%

HDFC BANK LIMITED EQ NEW FV RE. 1/-6.84%

MCX INDIA LIMITED EQ NEW RS. 10/-5.16%

Krishna Institute Of Medical Sciences Limited5.10%

BSE LIMITED EQ NEW FV RS. 2/-5.08%

Dr Agarwals Health Care Ltd. 5.00%

Sai Life Sciences Limited4.94%

Swiggy Pvt Ltd4.80%

Sector Allocation of Equity

Finance9.13%

Retailing10.36%

Banks10.05%

Capital Markets7.47%

Healthcare Services9.10%

Pharmaceuticals & Biotechnology4.14%

Telecom - Services2.39%

Automobiles4.22%

IT - Software6.89%

Realty3.97%

Transport Services4.03%

Cement & Cement Products3.53%

Insurance2.02%

Aerospace & Defense1.95%

Financial Technology (Fintech)1.95%

Consumer Durables6.65%

Construction1.67%

Auto Components1.45%

Leisure Services2.68%

Industrial Products2.33%

Electrical Equipment0.98%

Paper, Forest & Jute Products0.79%

Industrial Manufacturing1.26%

Commercial Services & Supplies0.49%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Invesco India Multicap 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.