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 Large Cap Fund - Regular IDCW - Portfolio Analysis

Equity
Large Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.64%Others: 2.36%

Market Cap

Large Cap: 78.56%Others: 9.84%Mid Cap: 7.93%Small Cap: 1.31%

Number of stocks

Top 10 Holdings

97.64% of portfolio

Market Cap of Equity

Large Cap

78.56%

Others

9.84%

Mid Cap

7.93%

Small Cap

1.31%

Companies Allocation of Equity

ICICI Bank Ltd8.854%

HDFC Bank Ltd7.788%

Reliance Industries Ltd6.016%

State Bank of India5.391%

Larsen & Toubro Ltd5.064%

Shriram Finance Ltd4.730%

Infosys Ltd3.976%

Axis Bank Ltd3.911%

Bharti Airtel Ltd3.703%

Eternal Ltd3.462%

Tata Steel Ltd2.962%

Polycab India Ltd2.274%

Mahindra & Mahindra Ltd2.171%

Varun Beverages Ltd2.160%

Kotak Mahindra Bank Ltd2.149%

Apollo Hospitals Enterprise Ltd2.141%

Titan Co Ltd2.090%

TVS Motor Co Ltd1.958%

UltraTech Cement Ltd1.949%

Mankind Pharma Ltd1.889%

ICICI Prudential Asset Management Co Ltd1.845%

InterGlobe Aviation Ltd1.806%

HCL Technologies Ltd1.681%

Tech Mahindra Ltd1.652%

Britannia Industries Ltd1.605%

HDFC Asset Management Co Ltd1.521%

Swiggy Ltd1.516%

NTPC Ltd1.455%

Maruti Suzuki India Ltd1.344%

Delhivery Ltd1.309%

LG Electronics India Ltd1.116%

Max Healthcare Institute Ltd Ordinary Shares1.113%

Godrej Consumer Products Ltd1.047%

Trent Ltd1.046%

Sun Pharmaceuticals Industries Ltd0.760%

FSN E-Commerce Ventures Ltd0.742%

Divi's Laboratories Ltd0.547%

Hindustan Petroleum Corp Ltd0.525%

United Spirits Ltd0.372%

Sector Allocation of Equity

Financial Services36.19%

Energy6.54%

Industrials10.45%

Technology8.43%

Communication Services3.70%

Consumer Cyclical14.33%

Basic Materials4.91%

Consumer Defensive5.18%

Healthcare6.45%

Utilities1.45%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Large 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.