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 Medium Term Fund - Regular Annual IDCW - Portfolio Analysis

Debt
Medium Duration
Status: Open

Portfolio Overview

As of October 15, 2026

Asset Allocation

Debt: 92.94%Others: 7.06%

Market Cap

Government: 30.66% Corporate Bond: 54.58%Government Related: 7.70%

Number of stocks

Top 10 Holdings

83.80% of portfolio

Market Cap of Debt

Government

30.66%

Corporate Bond

54.58%

Government Related

7.70%

Companies Allocation of Debt

6.94% Govt Stock 203619.465%

Delhi International Airport Limited4.559%

Jtpm Metal TRaders Limited4.039%

Jsw Jfe Kalinga Steel Limited3.892%

360 One Prime Limited3.864%

Indian Railway Finance Corporation Limited3.844%

Aditya Birla Digital Fashion Ventures Limited3.769%

Aditya Birla Renewables Limited3.765%

6.36% Govt Stock 20313.673%

SIDDHIVINAYAK SECURITISATION TRUST3.566%

7.24% Govt Stock 20553.545%

Mas Financial Services Limited3.066%

Motilal Oswal Finvest Limited3.029%

7.06% Govt Stock 20412.916%

LIC Housing Finance Ltd2.412%

Small Industries Development Bank Of India2.379%

Incred Financial Services Ltd**2.220%

GMR Airports Limited1.633%

DHRUVA XXIV1.586%

Cube Highways TRust1.489%

ARIEL TRUST 20261.394%

6.48% Govt Stock 20351.061%

Embassy Office Parks Reit0.899%

Indostar Capital Finance Limited0.772%

VAJRA 011 TRUST0.605%

SBI Funds Management Private Ltd0.361%

Sector Allocation of Debt

Government30.66%

Corporate Bond54.58%

Government Related7.70%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Medium Term Fund - Regular Annual 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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