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.

HSBC Aggressive Hybrid Fund - Regular Annual IDCW - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 74.73%Debt: 20.92%Others: 4.35%

Market Cap

Large Cap: 40.79%Mid Cap: 21.18%Small Cap: 12.76%

Number of stocks

100

Top 10 Holdings

62.96% of portfolio

Market Cap of Equity

Large Cap

40.7900%

Mid Cap

21.1800%

Small Cap

12.7600%

Companies Allocation of Equity

ZOMATO LIMITED EQ10.24%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.59.14%

ICICI BANK LIMITED EQ NEW FV RS. 2/-8.10%

HDFC BANK LIMITED EQ NEW FV RE. 1/-7.18%

GE T&D INDIA LIMITED EQ NEW RS. 2/-6.70%

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-5.46%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-4.76%

CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-4.12%

HERO MOTOCORP LIMITED EQ FV RS 23.64%

RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-3.62%

Sector Allocation of Equity

Retailing6.63%

Automobiles7.77%

Banks12.10%

Electrical Equipment5.95%

Aerospace & Defense3.46%

Beverages2.21%

Finance2.56%

Industrial Products3.26%

Pharmaceuticals & Biotechnology4.76%

Capital Markets7.20%

Consumer Durables3.74%

Telecom - Services1.18%

Cigarettes & Tobacco Products1.10%

IT - Software4.97%

Healthcare Services1.89%

Transport Services0.91%

Leisure Services0.77%

Petroleum Products0.63%

Construction0.61%

Power0.94%

Auto Components0.49%

Industrial Manufacturing0.46%

Financial Technology (Fintech)0.37%

Food Products0.35%

Agricultural Food & other Products0.27%

RETAILING0.15%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Aggressive Hybrid Fund - Regular Annual IDCW

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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.