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 Weekly IDCW - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of June 30, 2026

Asset Allocation

Others: 40.62%Debt: 59.38%

Market Cap

Cash And Equivalents: 35.08% Corporate Bond: 5.55%

Number of stocks

103

Top 10 Holdings

24.42% of portfolio

Market Cap of Others

Cash And Equivalents

35.08%

Corporate Bond

5.55%

Companies Allocation of Others

Ntpc Ltd2.409%

Small Industries Development Bank of India1.760%

ICICI Home Finance Company Limited1.520%

Union Bank Of India1.264%

Sikka Ports & Terminals Ltd1.013%

Godrej Consumer Products Ltd.1.004%

Muthoot Fincorp Limited1.001%

Aditya Birla Capital Ltd.0.759%

HDFC Bank Limited0.758%

Network18 Media & Investments Limited0.758%

National Bank for Agriculture and Rural Development0.757%

Bank Of Baroda0.757%

Bajaj Finance Ltd.0.757%

Export-Import Bank of India0.756%

HDFC Securities Limited0.756%

Icici Securities Limited0.754%

Motilal Oswal Financial Services Ltd0.753%

Axis Securities Limited0.753%

Pilani Investment And Industries Corporation Ltd.0.753%

Sharekhan Limited0.752%

Bajaj Financial Securities Limited0.752%

Kotak Securities Ltd0.727%

360 One Prime Ltd.0.506%

Jamnagar Utilities & Power Private Limited0.504%

Julius Baer Capital (India) Private Limited0.504%

L&T Finance Ltd.0.503%

Birla Group Holdings Private Limited0.502%

Godrej Industries Ltd.0.377%

Axis Bank Limited0.253%

Sector Allocation of Others

Cash And Equivalents35.08%

Corporate Bond5.55%

Other0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Liquid Fund - Regular Weekly 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.