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 INDIA EXPORT OPPORTUNITIES FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 96.85%Others: 3.15%

Market Cap

Large Cap: 44.53%Small Cap: 38.21%Mid Cap: 14.11%

Number of stocks

Top 10 Holdings

75.76% of portfolio

Market Cap of Equity

Large Cap

44.5300%

Small Cap

38.2100%

Mid Cap

14.1100%

Companies Allocation of Equity

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-8.94%

AVALON TECHNOLOGIES LIMITED EQ NEW FV Rs.2/-8.68%

RELIANCE INDUSTRIES LIMITED EQ8.26%

HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-7.72%

ECLERX SERVICES LIMITED EQ7.58%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.36%

Pearl Global Industries Limited7.28%

TVS MOTOR COMPANY LIMITED EQ FV RE.1/-7.12%

Varun Beverages Ltd6.64%

HDFC BANK LIMITED EQ NEW FV RE. 1/-6.18%

Sector Allocation of Equity

Construction4.47%

Electrical Equipment7.15%

Petroleum Products4.13%

Non - Ferrous Metals6.70%

Commercial Services & Supplies6.50%

Telecom - Services3.68%

Textiles & Apparels6.30%

Automobiles6.74%

Beverages3.32%

Banks3.09%

Pharmaceuticals & Biotechnology11.82%

IT - Software9.09%

Agricultural Food & other Products4.04%

Auto Components3.00%

Chemicals & Petrochemicals3.80%

Consumer Durables2.62%

IT - Services1.60%

Capital Markets1.31%

Industrial Manufacturing1.28%

Retailing1.12%

Leisure Services2.00%

Ferrous Metals0.97%

Industrial Products1.25%

Agricultural, Commercial & Construction Vehicles0.47%

Healthcare Equipment & Supplies0.40%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC INDIA EXPORT OPPORTUNITIES FUND REGULAR PLAN IDCW REINVESTMENT

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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.