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 Cap Fund - Regular - IDCW - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 99.40%Others: 0.60%

Market Cap

Large Cap: 46.75%Mid Cap: 25.77%Small Cap: 26.88%

Number of stocks

Top 10 Holdings

52.00% of portfolio

Market Cap of Equity

Large Cap

46.7500%

Mid Cap

25.7700%

Small Cap

26.8800%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.46%

MCX INDIA LIMITED EQ NEW RS. 10/-6.58%

RELIANCE INDUSTRIES LIMITED EQ6.24%

STATE BANK OF INDIA EQ NEW RE. 1/-5.44%

Shriram Finance Limited4.62%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.52%

TD POWER SYSTEMS LIMITED EQ NEW FV RS.2/-4.12%

ICICI BANK LIMITED EQ NEW FV RS. 2/-4.08%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-4.04%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.90%

Sector Allocation of Equity

Banks16.32%

Capital Markets6.71%

Petroleum Products3.12%

Finance5.72%

Electrical Equipment5.67%

Construction4.08%

Automobiles6.77%

Retailing2.79%

IT - Software5.99%

Commercial Services & Supplies3.02%

Agricultural, Commercial & Construction Vehicles1.69%

Leisure Services2.87%

Realty1.43%

Healthcare Services2.11%

Telecom - Services1.35%

Pharmaceuticals & Biotechnology5.70%

Diversified FMCG1.40%

Industrial Products3.35%

Cigarettes & Tobacco Products1.24%

Consumer Durables2.84%

Agricultural Food & other Products1.58%

Food Products1.74%

Cement & Cement Products1.77%

Beverages2.05%

Textiles & Apparels1.05%

Aerospace & Defense1.56%

Industrial Manufacturing1.08%

Transport Services0.93%

Power0.70%

Fertilizers & Agrochemicals1.11%

Chemicals & Petrochemicals0.63%

Ferrous Metals0.53%

Auto Components0.25%

Personal Products0.24%

RETAILING0.01%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Multi 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.