Home / Discover / Fund

HSBC Multi Asset Allocation Fund

HSBC Mutual FundActiveAs of 2026-06-30
Holdings
81
Broad portfolio
Top 10 weight
40%
Concentration
Strategy
Active
Portfolio style
Equity
78%
Asset allocation

Portfolio

29Sectors2Large positions17.8%Top: Banks3.2%Cash

Market-cap allocation

Large cap38%
Mid cap29%
Small cap8%

Asset allocation

Equity78%

Top holdings

TrepsCASH3.2%
Lupin LimitedEQUITY2.5%
Sign in for free to unlock all 81 holdings →

Portfolio insights

Portfolio read

  • 78% equity.
  • Large-cap exposure is 38%.
  • Largest equity sector is Banks at 17.8%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in this category.

Explore comparable funds →

Sector exposure

Showing top sectors from the current portfolio.

Banks17.8%
Sign in for free to unlock all 29 sectors →