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HELMCF

HSBC Mutual Fund As of 2026-06-30
Holdings
82
Well diversified
Top 10 weight
36%
Concentration
Active share
-
Style
Equity
96%
Asset allocation

Portfolio

-Sectors 1High-conviction bets -Top sector wt. 2.2%Cash

Market-cap allocation

Large cap35%
Mid cap42%
Small cap18%

Asset allocation

Equity96%
Cash2%

Top holdings

AI Smart summary

Pros

  • Well-diversified across 82 holdings.
  • Low top-10 concentration (36%).

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.

Banks18.7%
Electrical Equipment15.0%
Capital Markets10.5%
Retailing7.9%
Pharmaceuticals & Biotechnology6.2%
Automobiles6.0%
Finance5.4%
Industrial Manufacturing3.9%
Ferrous Metals3.8%
Financial Technology (Fintech)2.9%
Industrial Products2.7%
Healthcare Services2.6%
Beverages1.6%
Agricultural Food & other Products1.4%