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 Short Term Fund - Regular Quarterly IDCW - Portfolio Analysis

Debt
Short Duration
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 82.58%Others: 17.42%

Market Cap

Government: 2.99% Corporate Bond: 59.84%Government Related: 18.47%Cash And Equivalents: 1.28%

Number of stocks

Top 10 Holdings

35.88% of portfolio

Market Cap of Debt

Government

2.99%

Corporate Bond

59.84%

Government Related

18.47%

Cash And Equivalents

1.28%

Companies Allocation of Debt

6.94% Govt Stock 20362.995%

SHIVSHAKTI SECURITISATION TRUST2.584%

Hindustan Zinc Limited2.006%

6.8% Tamilnadu Sgs 20351.476%

Larsen And Toubro Limited1.465%

Tata Capital Limited1.319%

National Highways Authority Of India1.305%

7.16% Karnataka Sdl 20301.302%

7.72% Maharashtra Sgs 20321.298%

Ultratech Cement Limited1.285%

Mindspace Business Parks Reit1.284%

Tamil Nadu (Government of) 6.54%1.278%

Tbill1.275%

Power Finance Corporation Limited1.195%

RADHAKRISHNA SECURITISATION TRUST1.106%

Gujarat (Government of) 7.02%1.089%

Small Industries Development Bank Of India1.059%

Reliance Industries Limited0.997%

Bharti Telecom Limited0.676%

Indian Railway Finance Corporation Limited0.675%

LIC Housing Finance Ltd0.674%

Export Import Bank Of India0.673%

National Housing Bank0.664%

Sundaram Finance Limited0.663%

Mahindra And Mahindra Financial Services Limited0.662%

Jio Credit Limited0.660%

Bajaj Housing Finance Limited0.649%

Kotak Mahindra Prime Limited0.646%

Rec Limited0.639%

INDIA UNIVERSAL TRUST AL20.628%

SIDDHIVINAYAK SECURITISATION TRUST0.616%

Embassy Office Parks Reit0.386%

INDIA UNIVERSAL TRUST AL10.300%

Bajaj Finance Limited0.251%

Gujarat (Government of) 7.59%0.079%

Pay_6.4475% &Rec_ois_25/08/310.014%

Pay_ois% &Rec_6.64%_15/05/290.006%

Sector Allocation of Debt

Government2.99%

Corporate Bond59.84%

Government Related18.47%

Cash And Equivalents1.28%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Short Term Fund - Regular Quarterly 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.

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