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 Multi Asset Allocation Fund - Regular (G) - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 74.04%Others: 15.77%Debt: 10.18%

Market Cap

Large Cap: 34.96%Others: 15.39%Mid Cap: 21.67%Small Cap: 2.03%

Number of stocks

Top 10 Holdings

75.18% of portfolio

Market Cap of Equity

Large Cap

34.96%

Others

15.39%

Mid Cap

21.67%

Small Cap

2.03%

Companies Allocation of Equity

ICICI Bank Ltd7.004%

Bharat Electronics Ltd3.990%

Oil & Natural Gas Corp Ltd3.827%

Hindalco Industries Ltd3.740%

Aditya Infotech Ltd3.589%

GE Vernova T&D India Ltd3.385%

Tata Consumer Products Ltd3.037%

Billionbrains Garage Ventures Ltd2.881%

Lupin Ltd2.556%

Bharat Heavy Electricals Ltd2.268%

The Federal Bank Ltd2.149%

FSN E-Commerce Ventures Ltd2.147%

Lenskart Solutions Ltd2.122%

Piramal Finance Ltd1.963%

BSE Ltd1.953%

ICICI Prudential Asset Management Co Ltd1.931%

Hitachi Energy India Ltd Ordinary Shares1.873%

Mahindra & Mahindra Ltd1.757%

Tata Power Co Ltd1.681%

PB Fintech Ltd1.679%

Reliance Industries Ltd1.537%

Siemens Ltd1.428%

Mankind Pharma Ltd1.212%

City Union Bank Ltd1.171%

Power Finance Corp Ltd1.158%

Power Grid Corp Of India Ltd1.154%

Titagarh Rail Systems Ltd1.130%

Indian Bank1.002%

Ather Energy Ltd0.938%

JSW Steel Ltd0.843%

Tata Steel Ltd0.838%

Tenneco Clean Air India Ltd0.830%

Polycab India Ltd0.762%

ITC Ltd0.738%

Sedemac Mechatronics Ltd0.735%

Thermax Ltd0.717%

Nippon Life India Asset Management Ltd Ordinary Shares0.510%

NTPC Ltd0.508%

Safari Industries (India) Ltd0.493%

PNB Housing Finance Ltd0.376%

Bharti Airtel Ltd0.325%

Kotak Mahindra Bank Ltd0.318%

Dabur India Ltd0.163%

Divi's Laboratories Ltd0.134%

Persistent Systems Ltd0.132%

State Bank of India0.074%

Britannia Industries Ltd0.073%

CG Power & Industrial Solutions Ltd0.054%

Multi Commodity Exchange of India Ltd0.054%

Larsen & Toubro Ltd0.043%

Max Healthcare Institute Ltd Ordinary Shares0.035%

Dixon Technologies (India) Ltd0.031%

Godrej Consumer Products Ltd0.027%

UltraTech Cement Ltd0.026%

Axis Bank Ltd0.019%

Shriram Finance Ltd0.015%

HDFC Asset Management Co Ltd0.015%

Anthem Biosciences Ltd0.011%

HDFC Bank Ltd0.011%

Infosys Ltd0.005%

Blue Star Ltd0.003%

Cholamandalam Investment and Finance Co Ltd0.003%

Sun Pharmaceuticals Industries Ltd0.001%

Sector Allocation of Equity

Financial Services24.29%

Industrials19.24%

Energy5.36%

Basic Materials5.45%

Consumer Defensive4.04%

Healthcare6.07%

Consumer Cyclical6.90%

Utilities3.34%

Communication Services0.32%

Technology0.17%

Equity-1.14%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Multi Asset Allocation Fund - Regular (G)

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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.