
HSBC Equity Savings Fund - Regular Monthly IDCW - Portfolio Analysis
- Hybrid
- Equity Savings
- Status: Open
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%
As of July 31, 2025
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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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.