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 April 30, 2026

Asset Allocation

Equity: 99.39%Others: 0.61%

Market Cap

Large Cap: 48.26%Small Cap: 24.03%Others: 10.86%Mid Cap: 16.25%

Number of stocks

Top 10 Holdings

99.39% of portfolio

Market Cap of Equity

Large Cap

48.26%

Small Cap

24.03%

Others

10.86%

Mid Cap

16.25%

Companies Allocation of Equity

ICICI Bank Ltd4.329%

HDFC Bank Ltd3.340%

Reliance Industries Ltd3.164%

MTAR Technologies Ltd2.499%

Multi Commodity Exchange of India Ltd2.395%

TD Power Systems Ltd2.293%

State Bank of India2.118%

Bharti Airtel Ltd2.060%

Larsen & Toubro Ltd2.002%

Infosys Ltd1.988%

Shriram Finance Ltd1.983%

Axis Bank Ltd1.982%

PNB Housing Finance Ltd1.784%

Varun Beverages Ltd1.729%

Hindalco Industries Ltd1.722%

Jindal Steel Ltd1.704%

Karnataka Bank Ltd1.683%

Tata Steel Ltd1.637%

Radico Khaitan Ltd1.629%

NTPC Ltd1.605%

Eternal Ltd1.604%

Motilal Oswal Financial Services Ltd1.604%

Samvardhana Motherson International Ltd1.515%

GE Vernova T&D India Ltd1.475%

Ashok Leyland Ltd1.444%

Tech Mahindra Ltd1.442%

Coforge Ltd1.418%

Hindustan Unilever Ltd1.349%

UltraTech Cement Ltd1.307%

Cholamandalam Investment and Finance Co Ltd1.278%

Ather Energy Ltd1.262%

Wockhardt Ltd1.245%

Pitti Engineering Ltd1.200%

LG Electronics India Ltd1.193%

LTM Ltd1.167%

TVS Motor Co Ltd1.137%

Maruti Suzuki India Ltd1.130%

Endurance Technologies Ltd1.129%

Devyani International Ltd1.121%

CreditAccess Grameen Ltd Ordinary Shares1.116%

Godrej Consumer Products Ltd1.087%

Sun Pharmaceuticals Industries Ltd1.082%

IIFL Capital Services Ltd Ordinary Shares1.067%

Kaynes Technology India Ltd1.059%

JSW Energy Ltd1.039%

Lupin Ltd0.988%

RBL Bank Ltd0.987%

Britannia Industries Ltd0.974%

Bansal Wire Industries Ltd0.968%

HDFC Asset Management Co Ltd0.917%

Indian Bank0.887%

Piramal Finance Ltd0.879%

Bharat Bijlee Ltd0.862%

Global Health Ltd0.800%

Vishal Mega Mart Ltd0.796%

Oil India Ltd0.792%

Titan Co Ltd0.789%

Awfis Space Solutions Ltd0.780%

GK Energy Ltd0.751%

Amber Enterprises India Ltd Ordinary Shares0.747%

Power Finance Corp Ltd0.731%

Page Industries Ltd0.718%

Paradeep Phosphates Ltd0.714%

Bharat Electronics Ltd0.652%

Jubilant Foodworks Ltd0.647%

Birla Corp Ltd0.635%

Dishman Carbogen Amics Ltd0.630%

Divi's Laboratories Ltd0.621%

Vikram Solar Ltd0.618%

Mphasis Ltd0.614%

Hindustan Petroleum Corp Ltd0.589%

Persistent Systems Ltd0.543%

Hindustan Aeronautics Ltd Ordinary Shares0.541%

Polycab India Ltd0.485%

Gokaldas Exports Ltd0.479%

DLF Ltd0.453%

TARC Ltd Ordinary Shares0.421%

Pearl Global Industries Ltd0.363%

Lenskart Solutions Ltd0.361%

JSW Infrastructure Ltd0.342%

Mahindra & Mahindra Ltd0.199%

Sector Allocation of Equity

Financial Services29.08%

Energy4.55%

Industrials14.58%

Communication Services2.06%

Technology10.04%

Consumer Defensive6.77%

Basic Materials8.69%

Utilities3.40%

Consumer Cyclical13.64%

Healthcare5.73%

Real Estate0.87%

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.