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HSBC Financial Services Fund

HSBC Mutual FundActiveAs of 2026-06-30
Holdings
39
Concentrated
Top 10 weight
52%
Concentration
Strategy
Active
Portfolio style
Equity
97%
Asset allocation

Portfolio

6Sectors3Large positions40.1%Top: Banks3.0%Cash

Market-cap allocation

Large cap44%
Mid cap27%
Small cap19%

Asset allocation

Equity97%

Top holdings

TrepsCASH3.0%
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Portfolio insights

Portfolio read

  • 97% equity.
  • Large-cap exposure is 44%.
  • Largest equity sector is Banks at 40.1%.

Watchpoints

  • Sector concentration is elevated: Banks represents 40%.

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.

Banks40.1%
Finance19.8%
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