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 Ultra Short to Short Term Fund - Regular Monthly IDCW - Portfolio Analysis

Debt
Low Duration
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 74.76%Others: 25.24%

Market Cap

Corporate Bond: 50.89%Government: 12.67%Government Related: 8.28%Cash And Equivalents: 1.77% Asset Backed: 1.14%

Number of stocks

Top 10 Holdings

54.84% of portfolio

Market Cap of Debt

Corporate Bond

50.89%

Government

12.67%

Government Related

8.28%

Cash And Equivalents

1.77%

Asset Backed

1.14%

Companies Allocation of Debt

7.38% Govt Stock 20276.073%

Power Finance Corporation Limited6.029%

India (Republic of)3.515%

Small Industries Development Bank Of India3.141%

6.75% Govt Stock 20333.081%

Vedanta Limited3.064%

Larsen And Toubro Limited3.050%

360 One Prime Limited3.036%

National Bank For Agriculture And Rural Development2.944%

HDFC Bank Ltd.2.877%

LIQUID GOLD SERIES 181.989%

Piramal Capital & Housing Finance Limited1.896%

LIC Housing Finance Ltd1.824%

Mas Financial Services Limited1.806%

Rec Limited1.781%

Mindspace Business Parks Reit1.775%

Hinduja Leyland Finance Limited1.219%

Aditya Birla Real Estate Limited1.191%

Liquid Gold Series 24**1.145%

LIQUID GOLD SERIES 140.875%

Embassy Office Parks Reit0.707%

Export Import Bank Of India0.617%

Indostar Capital Finance Limited0.614%

Motilal Oswal Finvest Limited0.595%

Sector Allocation of Debt

Corporate Bond50.89%

Government12.67%

Government Related8.28%

Cash And Equivalents1.77%

Asset Backed1.14%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Ultra Short to Short Term Fund - Regular Monthly IDCW

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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.

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