HSBC Equity Savings Fund - Regular Monthly IDCW

HSBC Equity Savings Fund - Regular Monthly IDCW - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 34.78%

Market Cap

Large Cap: 38.4%Mid Cap: 17.5%Small Cap: 6.1%

Number of stocks

89

Top 10 Holdings

67.93% of portfolio

Market Cap of Equity

Large Cap
38.37%
Mid Cap
17.46%
Small Cap
6.12%
Others
-27.17%

Sector Allocation of Equity

Consumer Cyclical11.01%
Financial Services26.43%
Healthcare7.89%
Consumer Defensive3.10%
Industrials10.18%
Energy1.94%
Communication Services1.90%
Technology2.64%
Utilities1.55%
Basic Materials1.29%
Real Estate0.05%
Others-33.20%

SIP Amount

Monthly SIP Date

HSBC Equity Savings Fund - Regular Monthly 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.