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 Equity Savings Fund - Regular Quarterly IDCW - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 36.83%Others: 38.43%Debt: 24.73%

Market Cap

Large Cap: 37.70%Others: 11.80%Mid Cap: 17.80%

Number of stocks

104

Top 10 Holdings

69.28% of portfolio

Market Cap of Equity

Large Cap

37.70%

Others

11.80%

Mid Cap

17.80%

Companies Allocation of Equity

ICICI Bank Ltd4.677%

State Bank of India4.084%

Oil & Natural Gas Corp Ltd3.643%

HDFC Bank Ltd2.980%

Axis Bank Ltd2.980%

Jio Financial Services Ltd2.906%

Aditya Infotech Ltd2.668%

Tata Consumer Products Ltd2.432%

The Federal Bank Ltd2.379%

Bharat Electronics Ltd2.241%

Steel Authority Of India Ltd2.101%

Atlanta Electricals Ltd1.936%

Hitachi Energy India Ltd Ordinary Shares1.929%

FSN E-Commerce Ventures Ltd1.756%

Billionbrains Garage Ventures Ltd1.670%

Kotak Mahindra Bank Ltd1.602%

Tata Steel Ltd1.548%

LIC Housing Finance Ltd1.533%

Mahindra & Mahindra Ltd1.488%

GE Vernova T&D India Ltd1.398%

Sedemac Mechatronics Ltd1.366%

TD Power Systems Ltd1.254%

PB Fintech Ltd1.253%

Thermax Ltd1.247%

ICICI Prudential Asset Management Co Ltd1.232%

Grasim Industries Ltd1.220%

Adani Enterprises Ltd1.201%

Bharti Airtel Ltd1.115%

Container Corporation of India Ltd1.083%

Hindalco Industries Ltd0.921%

Lenskart Solutions Ltd0.848%

RBL Bank Ltd0.744%

Divi's Laboratories Ltd0.676%

Ambuja Cements Ltd0.541%

Bharat Heavy Electricals Ltd0.532%

BSE Ltd0.520%

Aditya Birla Capital Ltd0.462%

City Union Bank Ltd0.459%

Laurus Labs Ltd0.434%

Polycab India Ltd0.431%

Shriram Finance Ltd0.410%

Nippon Life India Asset Management Ltd Ordinary Shares0.392%

Max Financial Services Ltd0.351%

Reliance Industries Ltd0.340%

Sun Pharmaceuticals Industries Ltd0.315%

Sammaan Capital Ltd0.275%

Eicher Motors Ltd0.259%

Godrej Consumer Products Ltd0.230%

Larsen & Toubro Ltd0.121%

KEI Industries Ltd0.118%

Oil India Ltd0.114%

Hindustan Aeronautics Ltd Ordinary Shares0.096%

CG Power & Industrial Solutions Ltd0.090%

Radico Khaitan Ltd0.083%

ABB India Ltd0.080%

Kaynes Technology India Ltd0.075%

Bajaj Finance Ltd0.067%

Dixon Technologies (India) Ltd0.062%

Hero MotoCorp Ltd0.051%

Eternal Ltd0.047%

Medi Assist Healthcare Services Ltd0.044%

Persistent Systems Ltd0.035%

Indian Hotels Co Ltd0.027%

Cholamandalam Investment and Finance Co Ltd0.017%

Bank of Baroda0.017%

ITC Ltd0.017%

eClerx Services Ltd0.013%

Blue Star Ltd0.010%

Trent Ltd0.009%

Prudent Corporate Advisory Services Ltd0.009%

Jyoti CNC Automation Ltd0.008%

Infosys Ltd0.006%

Godfrey Phillips India Ltd0.004%

Sector Allocation of Equity

Financial Services32.36%

Energy5.30%

Industrials15.24%

Consumer Defensive2.77%

Basic Materials6.33%

Consumer Cyclical5.00%

Communication Services1.11%

Healthcare2.32%

Technology0.19%

Equity-33.79%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Equity Savings Fund - Regular Quarterly 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.