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 Infrastructure Fund - Regular Growth - Portfolio Analysis

Equity
Infrastructure
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.89%Others: 2.11%

Market Cap

Large Cap: 56.92%Small Cap: 25.29%Mid Cap: 11.44%Others: 4.24%

Number of stocks

Top 10 Holdings

97.89% of portfolio

Market Cap of Equity

Large Cap

56.92%

Small Cap

25.29%

Mid Cap

11.44%

Others

4.24%

Companies Allocation of Equity

NTPC Ltd9.121%

Bharat Electronics Ltd7.236%

Larsen & Toubro Ltd6.855%

Bharti Airtel Ltd6.060%

Reliance Industries Ltd5.974%

MTAR Technologies Ltd3.816%

UltraTech Cement Ltd3.793%

Hindustan Aeronautics Ltd Ordinary Shares3.229%

GE Vernova T&D India Ltd3.035%

Hindalco Industries Ltd3.025%

Kirloskar Oil Engines Ltd2.613%

TD Power Systems Ltd2.185%

ABB India Ltd2.039%

KEI Industries Ltd2.013%

Power Finance Corp Ltd1.837%

InterGlobe Aviation Ltd1.787%

Engineers India Ltd1.760%

Amber Enterprises India Ltd Ordinary Shares1.663%

Kennametal India Ltd1.605%

Siemens Ltd1.547%

Oil India Ltd1.526%

Polycab India Ltd1.479%

Titagarh Rail Systems Ltd1.459%

Dixon Technologies (India) Ltd1.411%

Aditya Birla Real Estate Ltd1.266%

Kirloskar Pneumatic Co Ltd1.229%

Tata Steel Ltd1.226%

Bharat Heavy Electricals Ltd1.219%

KEC International Ltd1.105%

Atlanta Electricals Ltd1.088%

APL Apollo Tubes Ltd1.026%

Tata Motors Ltd0.934%

Bansal Wire Industries Ltd0.920%

Jyoti CNC Automation Ltd0.859%

Siemens Energy India Ltd0.848%

Phoenix Mills Ltd0.832%

Delhivery Ltd0.806%

Ajax Engineering Ltd0.794%

JSW Energy Ltd0.791%

Pitti Engineering Ltd0.771%

Bharat Bijlee Ltd0.701%

Cummins India Ltd0.600%

PNC Infratech Ltd0.557%

Power Mech Projects Ltd0.522%

Happy Forgings Ltd0.498%

Ahluwalia Contracts (India) Ltd0.415%

Shadowfax Technologies Ltd0.380%

Ashok Leyland Ltd0.376%

Hi-Tech Pipes Ltd0.329%

DLF Ltd0.316%

PG Electroplast Ltd0.215%

GK Energy Ltd0.200%

Sector Allocation of Equity

Utilities10.96%

Industrials54.58%

Communication Services6.06%

Energy7.50%

Basic Materials10.32%

Financial Services1.84%

Consumer Cyclical2.60%

Technology1.63%

Real Estate2.42%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Infrastructure Fund - Regular Growth

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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.