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HSBC Large & Mid Cap Fund

HSBC Mutual FundActiveAs of 2026-06-30
Holdings
80
Broad portfolio
Top 10 weight
36%
Concentration
Strategy
Active
Portfolio style
Equity
96%
Asset allocation

Portfolio

27Sectors1Large positions18.7%Top: Banks4.4%Cash

Market-cap allocation

Large cap35%
Mid cap42%
Small cap18%

Asset allocation

Equity96%

Top holdings

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Portfolio insights

Portfolio read

  • 96% equity.
  • Large-cap exposure is 35%.
  • Largest equity sector is Banks at 18.7%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in this category.

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Sector exposure

Showing top sectors from the current portfolio.

Banks18.7%
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