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 Conservative Hybrid Fund - Regular Quarterly IDCW - Portfolio Analysis

Hybrid
Conservative
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 17.38%Others: 13.18%Debt: 69.44%

Market Cap

Mid Cap: 8.59%Others: 3.50%Large Cap: 4.55%Small Cap: 0.73%

Number of stocks

Top 10 Holdings

17.38% of portfolio

Market Cap of Equity

Mid Cap

8.59%

Others

3.50%

Large Cap

4.55%

Small Cap

0.73%

Companies Allocation of Equity

GE Vernova T&D India Ltd4.277%

Billionbrains Garage Ventures Ltd2.941%

The Federal Bank Ltd1.766%

KEI Industries Ltd1.041%

Bharat Electronics Ltd0.885%

CG Power & Industrial Solutions Ltd0.835%

Larsen & Toubro Ltd0.686%

Persistent Systems Ltd0.657%

Siemens Ltd0.651%

Cholamandalam Investment and Finance Co Ltd0.620%

ICICI Bank Ltd0.605%

Siemens Energy India Ltd0.561%

Kaynes Technology India Ltd0.553%

Safari Industries (India) Ltd0.425%

Aditya Vision Ltd0.269%

KPIT Technologies Ltd0.156%

Trent Ltd0.113%

Infosys Ltd0.099%

Sundaram Finance Ltd0.087%

Suzlon Energy Ltd0.057%

HDFC Bank Ltd0.035%

TD Power Systems Ltd0.027%

ABB India Ltd0.022%

Medi Assist Healthcare Services Ltd0.011%

Sector Allocation of Equity

Industrials8.48%

Financial Services6.06%

Technology1.47%

Utilities0.56%

Consumer Cyclical0.81%

Healthcare0.01%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Conservative Hybrid Fund - Regular Quarterly 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.