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HECF

HSBC Mutual Fund As of 2026-06-30
Holdings
52
Well diversified
Top 10 weight
41%
Concentration
Active share
-
Style
Equity
97%
Asset allocation

Portfolio

-Sectors 2High-conviction bets -Top sector wt. -0.3%Cash

Market-cap allocation

Large cap41%
Mid cap23%
Small cap30%

Asset allocation

Equity97%

Top holdings

5.8%
TrepsCASH_EQUIVALENT
2.9%

AI Smart summary

Pros

  • Well-diversified across 52 holdings.

Cons

  • No major structural red flags.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in this category.

No peers found in this category.

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Consumer Durables18.9%
Automobiles14.4%
Retailing13.8%
Beverages10.2%
Telecom - Services5.8%
Healthcare Services5.2%
Leisure Services5.1%
Capital Markets4.6%
Food Products4.0%
Auto Components3.5%
Personal Products2.5%
Agricultural Food & other Products2.0%
Financial Technology (Fintech)1.7%
Realty1.5%