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 Flexi Cap Fund - Regular IDCW - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 98.00%Others: 2.00%

Market Cap

Large Cap: 51.94%Mid Cap: 25.59%Small Cap: 20.47%

Number of stocks

Top 10 Holdings

55.50% of portfolio

Market Cap of Equity

Large Cap

51.9400%

Mid Cap

25.5900%

Small Cap

20.4700%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-9.62%

ICICI BANK LIMITED EQ NEW FV RS. 2/-7.84%

RELIANCE INDUSTRIES LIMITED EQ6.72%

INFOSYS LIMITED EQ FV RS 55.78%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.34%

MCX INDIA LIMITED EQ NEW RS. 10/-4.94%

STATE BANK OF INDIA EQ NEW RE. 1/-4.08%

Shriram Finance Limited3.84%

Coforge Limited3.68%

AXIS BANK LIMITED EQ NE FV RS. 2/-3.66%

Sector Allocation of Equity

Banks15.41%

Petroleum Products3.36%

IT - Software10.02%

Telecom - Services2.70%

Capital Markets6.24%

Finance7.45%

Retailing2.62%

Construction2.47%

Auto Components3.74%

Agricultural, Commercial & Construction Vehicles1.46%

Electrical Equipment4.11%

Automobiles3.57%

Consumer Durables2.85%

Industrial Products2.06%

Non - Ferrous Metals1.27%

Beverages2.16%

Personal Products1.24%

Pharmaceuticals & Biotechnology4.29%

Financial Technology (Fintech)1.20%

Power1.98%

Ferrous Metals1.19%

Cement & Cement Products1.88%

Leisure Services1.88%

Aerospace & Defense2.84%

Fertilizers & Agrochemicals0.94%

Commercial Services & Supplies0.94%

Diversified FMCG1.81%

Industrial Manufacturing1.60%

Food Products0.86%

Healthcare Services0.77%

Oil0.61%

Realty1.63%

Transport Infrastructure0.57%

Chemicals & Petrochemicals0.19%

RETAILING0.09%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Flexi Cap Fund - Regular 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.