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 Balanced Advantage Fund - Regular IDCW - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 47.28%Others: 26.30%Debt: 26.42%

Market Cap

Large Cap: 44.63%Others: 8.79%Mid Cap: 8.26%

Number of stocks

Top 10 Holdings

70.64% of portfolio

Market Cap of Equity

Large Cap

44.63%

Others

8.79%

Mid Cap

8.26%

Companies Allocation of Equity

HDFC Bank Ltd5.654%

ICICI Bank Ltd4.447%

Axis Bank Ltd4.443%

Kotak Mahindra Bank Ltd3.398%

Aurobindo Pharma Ltd3.370%

Reliance Industries Ltd3.326%

DLF Ltd2.390%

Tata Power Co Ltd2.389%

Eternal Ltd2.293%

Shriram Finance Ltd2.179%

Larsen & Toubro Ltd2.133%

Bharat Electronics Ltd1.796%

Infosys Ltd1.570%

State Bank of India1.533%

Polycab India Ltd1.347%

Bharti Airtel Ltd1.253%

Sun Pharmaceuticals Industries Ltd1.228%

GE Vernova T&D India Ltd1.186%

Radico Khaitan Ltd1.137%

RBL Bank Ltd1.117%

LG Electronics India Ltd1.058%

Time Technoplast Ltd1.025%

United Spirits Ltd1.011%

Max Healthcare Institute Ltd Ordinary Shares0.989%

Mahindra & Mahindra Ltd0.987%

Aditya Vision Ltd0.958%

Sri Lotus Developers And Realty Ltd0.951%

Swiggy Ltd0.897%

Varun Beverages Ltd0.853%

Abbott India Ltd0.845%

Britannia Industries Ltd0.760%

Hindalco Industries Ltd0.724%

Eicher Motors Ltd0.708%

PNB Housing Finance Ltd0.694%

NTPC Ltd0.663%

UTI Asset Management Co Ltd0.631%

UltraTech Cement Ltd0.616%

ITC Ltd0.596%

Tech Mahindra Ltd0.587%

Bikaji Foods International Ltd0.562%

Tata Motors Ltd0.544%

PG Electroplast Ltd0.532%

IIFL Capital Services Ltd Ordinary Shares0.519%

Bharat Bijlee Ltd0.514%

Oil India Ltd0.489%

Ashok Leyland Ltd0.484%

Vinati Organics Ltd0.439%

Canara Robeco Asset Management Co Ltd0.420%

Devyani International Ltd0.414%

360 One Wam Ltd Ordinary Shares0.344%

Safari Industries (India) Ltd0.281%

Mphasis Ltd0.257%

JSW Steel Ltd0.252%

Coforge Ltd0.238%

Tata Consumer Products Ltd0.175%

Exide Industries Ltd0.164%

Firstsource Solutions Ltd0.142%

UNO Minda Ltd0.129%

Sector Allocation of Equity

Financial Services25.38%

Healthcare6.43%

Energy3.81%

Real Estate2.39%

Utilities3.05%

Consumer Cyclical8.40%

Industrials8.41%

Technology4.38%

Communication Services1.25%

Consumer Defensive5.09%

Basic Materials2.03%

Equity-23.36%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Balanced Advantage Fund - Regular 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.