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 Duration Fund - Regular Growth - Portfolio Analysis

Portfolio Overview

As of May 31, 2026

Asset Allocation

Debt: 34.38%Others: 65.62%

Market Cap

Cash And Equivalents: 8.92%Government: 4.18% Corporate Bond: 16.30%Government Related: 4.97%

Number of stocks

Top 10 Holdings

21.72% of portfolio

Market Cap of Debt

Cash And Equivalents

8.92%

Government

4.18%

Corporate Bond

16.30%

Government Related

4.97%

Companies Allocation of Debt

11/06/2026 Maturing 364 DTB4.250%

Bank of Baroda2.776%

Reliance Industries Limited1.530%

Small Industries Development Bank Of India1.490%

Bharti Telecom Limited1.467%

LIC Housing Finance Ltd1.452%

Mindspace Business Parks Reit1.419%

25/06/2026 Maturing 364 DTB1.414%

12/11/2026 Maturing 364 DTB1.383%

National Bank for Agriculture and Rural Development1.336%

Day Tbill1.132%

National Bank For Agriculture And Rural Development0.716%

Rec Limited0.707%

SBI Funds Management Private Ltd0.254%

Embassy Office Parks Reit0.213%

INDIA UNIVERSAL TRUST AL20.179%

Pay_5.3775% &Rec_ois_20/07/260.000%

Sector Allocation of Debt

Cash And Equivalents8.92%

Government4.18%

Corporate Bond16.30%

Government Related4.97%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HSBC Ultra Short Duration Fund - Regular Growth

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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.