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Invesco India Financial Services Fund

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
33
Jul 2026
Equity Holdings
₹1,823.15 Cr
Equity only, excl. debt & cash
AAUM
₹1,681.42 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
40.6%
High concentration
Top 10 Weight
59.6%
Moderate
Changes
32
2 new · 0 exits
Top Sector
Banks
48.9% of portfolio
Launch Date
19 May 2008
10+ year track record

AAUM (Average Assets Under Management) of ₹1,681.42 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Invesco India Financial Services Fund added 2 new stocks to its portfolio this month. The biggest new buy was Credit Analysis And Research Ltd. (Capital Markets) at 1.52% weight. Among existing holdings, Karur Vysya Bank Limited saw the biggest increase — now at 5.25% of the portfolio. HDFC Bank Limited was trimmed the most, now at 10.70%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 48.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 50.2% 50.1% -0.1%
Capital Markets 22.4% 21.9% -0.5%
Finance 17.0% 17.2% +0.2%
Insurance 5.6% 5.1% -0.5%
Financial Technology (Fintech) 3.7% 3.4% -0.3%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 50.1% 48.9% -1.1%
Capital Markets 21.9% 23.6% +1.7%
Finance 17.2% 17.2% +0.0%
Insurance 5.1% 5.7% +0.6%
Financial Technology (Fintech) 3.4% 2.9% -0.5%
N.A. 0.0% 0.6% +0.6%
🟢
Biggest New Buy
Credit Analysis And Research Ltd.
1.52% weight · Capital Markets
Biggest Add
Karur Vysya Bank Limited
+0.89% · now 5.25%
Biggest Trim
HDFC Bank Limited
-2.08% · now 10.70%
🤝 Other funds also bought this month
OnEMI Technology Solutions Limited 1 fund
OnEMI Technology Solutions Limited
HSBC Flexi Cap Fund - Direct Growth

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries ↑ 16 Increased ↓ 14 Decreased
#StockSectorWeight (Jul 2026)
1
Credit Analysis And Research Ltd.
₹28.01 Cr
Capital Markets 1.52%
2
OnEMI Technology Solutions Limited
₹10.43 Cr
N.A. 0.57%
#StockSectorJun 2026Jul 2026Change
1
Karur Vysya Bank Limited
₹96.81 Cr
Banks 4.36% 5.25% +0.89%
2
SBI Life Insurance Company Limited
₹50.00 Cr
Insurance 2.06% 2.71% +0.65%
3
Indian Bank
₹54.79 Cr
Banks 2.43% 2.97% +0.54%
4
ICICI Bank Limited
₹249.56 Cr
Banks 13.20% 13.53% +0.33%
5
Computer Age Management Services Limited
₹27.97 Cr
Capital Markets 1.21% 1.52% +0.31%
6
KFin Technologies Limited
₹29.49 Cr
Capital Markets 1.36% 1.60% +0.24%
7
L&T Finance Limited
₹41.87 Cr
Finance 2.04% 2.27% +0.23%
8
BSE Limited
₹81.15 Cr
Capital Markets 4.22% 4.40% +0.18%
9
The Federal Bank Limited
₹42.41 Cr
Banks 2.15% 2.30% +0.15%
10
IndusInd Bank Limited
₹40.64 Cr
Banks 2.05% 2.20% +0.15%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹197.35 Cr
Banks 12.78% 10.70% -2.08%
2
Axis Bank Limited
₹123.66 Cr
Banks 7.47% 6.70% -0.77%
3
One 97 Communications Limited
₹16.31 Cr
Financial Technology (Fintech) 1.32% 0.88% -0.44%
4
ICICI Prudential Asset Management Company Limited
₹74.82 Cr
Capital Markets 4.40% 4.05% -0.35%
5
Bank of Baroda
₹40.56 Cr
Banks 2.51% 2.20% -0.31%
6
Multi Commodity Exchange of India Limited
₹67.60 Cr
Capital Markets 3.93% 3.66% -0.27%
7
Can Fin Homes Limited
₹36.10 Cr
Finance 2.11% 1.96% -0.15%
8
ICICI Lombard General Insurance Company Limited
₹29.18 Cr
Insurance 1.73% 1.58% -0.15%
9
Nuvama Wealth Management Limited
₹67.42 Cr
Capital Markets 3.73% 3.65% -0.08%
10
Aadhar Housing Finance Limited
₹25.82 Cr
Finance 1.48% 1.40% -0.08%

What Stocks Does This Fund Hold?

33 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹249.56 Cr
Banks
13.53%
2
₹197.35 Cr
Banks
10.70%
3
₹123.66 Cr
Banks
6.70%
4
₹96.81 Cr
Banks
5.25%
5
₹81.15 Cr
Capital Markets
4.40%
6
₹76.59 Cr
Finance
4.15%
7
₹74.82 Cr
Capital Markets
4.05%
8
₹67.60 Cr
Capital Markets
3.66%
9
₹67.42 Cr
Capital Markets
3.65%
10
₹64.32 Cr
Finance
3.49%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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