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 Duration Fund - Regular Quarterly IDCW - Portfolio Analysis

Debt
Short Duration
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Debt: 82.70%Others: 17.30%

Market Cap

Corporate Bond: 54.24%Government Related: 22.40%Government: 6.06%

Number of stocks

102

Top 10 Holdings

37.70% of portfolio

Market Cap of Debt

Corporate Bond

54.24%

Government Related

22.40%

Government

6.06%

Companies Allocation of Debt

SHIVSHAKTI SECURITISATION TRUST2.682%

6.36% Govt Stock 20312.576%

6.48% Govt Stock 20352.547%

7.7% Maharashtra Sdl 20322.024%

Hindustan Zinc Limited1.942%

Sundaram Finance Limited1.937%

Mindspace Business Parks Reit1.546%

7.49% Maharashtra Sgs 20301.437%

7.16% Karnataka Sdl 20301.318%

6.78% Maharashtra Sdl 20311.301%

Bajaj Housing Finance Limited1.249%

RADHAKRISHNA SECURITISATION TRUST1.146%

6.8% Maharashtra Sdl 20311.038%

Reliance Industries Limited0.973%

7.02% Govt Stock 20310.935%

INDIA UNIVERSAL TRUST AL20.825%

Kotak Mahindra Prime Limited0.686%

Jamnagar Utilities & Power Private Limited0.684%

Ntpc Limited0.682%

National Highways Authority Of India0.682%

Indian Railway Finance Corporation Limited0.673%

Indian Oil Corporation Limited0.671%

Bajaj Finance Limited0.665%

7.61% Gujarat Sdl 20320.661%

Bharti Telecom Limited0.660%

Export Import Bank Of India0.651%

Karnataka State Development Loans0.649%

Small Industries Development Bank Of India0.648%

Power Finance Corporation Limited0.644%

Jio Credit Limited0.644%

SIDDHIVINAYAK SECURITISATION TRUST0.640%

Rec Limited0.639%

7.18% Tamilnadu Sgs 20350.631%

Embassy Office Parks Reit0.388%

LIC Housing Finance Ltd0.269%

National Bank For Agriculture And Rural Development0.262%

INDIA UNIVERSAL TRUST AL10.080%

Pay_6.3875% &Rec_ois_15/04/310.014%

Sector Allocation of Debt

Corporate Bond54.24%

Government Related22.40%

Government6.06%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Short Duration Fund - Regular Quarterly IDCW

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.