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 Ultra Short Term Fund - Regular Growth - Portfolio Analysis

Portfolio Overview

As of October 15, 2026

Asset Allocation

Debt: 35.40%Others: 64.60%

Market Cap

Cash And Equivalents: 10.94% Corporate Bond: 17.68%Government: 4.14%Government Related: 2.64%

Number of stocks

Top 10 Holdings

29.30% of portfolio

Market Cap of Debt

Cash And Equivalents

10.94%

Corporate Bond

17.68%

Government

4.14%

Government Related

2.64%

Companies Allocation of Debt

91 Days Treasury Bill 24-Dec-20265.872%

26/11/2026 Maturing 364 DTB3.370%

Bharti Telecom Limited3.365%

182 Days Treasury Bill 25-Mar-20273.300%

Bajaj Housing Finance Limited1.770%

Bajaj Finance Limited1.752%

LIC Housing Finance Ltd1.737%

Mindspace Business Parks Reit1.687%

Axis Bank Ltd.1.653%

Canara Bank1.612%

National Bank For Agriculture And Rural Development0.882%

12/11/2026 Maturing 364 DTB0.844%

India (Republic of)0.843%

SBI Funds Management Private Ltd0.355%

Embassy Office Parks Reit0.255%

Sector Allocation of Debt

Cash And Equivalents10.94%

Corporate Bond17.68%

Government4.14%

Government Related2.64%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Ultra Short Term Fund - Regular Growth

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.

All-in-one Mutual Fund Investing app for everyone.

Start your Investing Journey Today.