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 Liquid Fund - Regular Daily IDCW - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of August 31, 2026

Asset Allocation

Others: 73.48%Debt: 26.52%

Market Cap

Cash And Equivalents: 57.75% Corporate Bond: 15.73%

Number of stocks

109

Top 10 Holdings

34.13% of portfolio

Market Cap of Others

Cash And Equivalents

57.75%

Corporate Bond

15.73%

Companies Allocation of Others

Treps7.125%

Indian Bank2.237%

Bharat Petroleum Corporation Limited1.765%

Power Finance Corp Ltd.1.411%

National Bank for Agriculture and Rural Development1.410%

REC Ltd.1.410%

LIC Housing Finance Ltd.1.409%

Grasim Industries Ltd1.190%

Godrej Consumer Products Limited0.952%

National Bank For Agriculture And Rural Development0.952%

Indian Oil Corporation Limited0.952%

Export-Import Bank Of India0.943%

Titan Company Limited0.941%

Bajaj Finance Limited0.941%

SRF Limited0.940%

Icici Securities Limited0.939%

SBICAP Securities Ltd0.938%

Sharekhan Limited0.714%

Pilani Investments And Industries Corporation Limited0.714%

Aditya Birla Capital Ltd.0.704%

Small Industries Dev Bank Of India0.590%

Reliance Retail Ventures Limited0.476%

Balrampur Chini Mills Limited0.475%

Network18 Media & Investments Limited0.471%

Godrej Agrovet Limited0.471%

Hindustan Petroleum Corporation Limited0.471%

Muthoot Fincorp Limited0.470%

Mirae Asset Capital Markets (India) Private Limited0.470%

Birla Group Holdings Private Limited0.469%

Icici Securities Limited (Earlier Icici Brokerage Services Limited)0.357%

Godrej Industries Limited0.353%

Godrej Industries Ltd.0.352%

Axis Bank Limited0.119%

Sector Allocation of Others

Cash And Equivalents57.75%

Corporate Bond15.73%

Other0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Liquid Fund - Regular Daily IDCW

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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.