HSBC Multi Asset Allocation Fund

HSBC Mutual FundHybridPortfolio as of 30 June 2026

HSBC Multi Asset Allocation Fund holds 85 instruments (76.18% equity), led by ICICI Bank Limited (8.48%), HDFC Bank Limited (3.41%) and PB Fintech Limited (2.95%), as of its 30 June 2026 SEBI-mandated monthly disclosure.

Holdings
85
Equity Allocation
76.18%
AMC
HSBC Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of HSBC Multi Asset Allocation Fund, managed by HSBC Mutual Fund, based on its monthly portfolio disclosure dated 30 June 2026. The fund holds 85 instruments with an equity allocation of 76.18%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

HSBC Multi Asset Allocation Fund's top 10 holdings account for 33.19% of its portfolio, more concentrated than the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 32.55% of net assets, spread across 10 sectors in total. Since its 31 May 2026 disclosure, the fund added 3 new positions and exited 1 position, with HDFC Bank Limited seeing the largest move (+3.4pp to 3.41%).

Top 10 Equity Holdings

What Changed: May 2026 → June 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

3 new entries1 exit10 increased10 reduced

Biggest Weight Increases

StockWeightChange
HDFC Bank Limited0.01% → 3.41%▲ +3.4
ICICI Bank Limited6.65% → 8.48%▲ +1.83
HDFC Asset Management Company Limited0.01% → 1.41%▲ +1.4
Axis Bank Limited0.02% → 1.25%▲ +1.23
Mahindra & Mahindra Limited0.96% → 1.85%▲ +0.89
JSW Steel Limited1.25% → 2.03%▲ +0.78
Nippon Life India Asset Management Limited0.53% → 1.04%▲ +0.51
SEDEMAC Mechatronics Limited0.82% → 1.08%▲ +0.26
The Federal Bank Limited2.07% → 2.31%▲ +0.24
Piramal Finance Limited1.81% → 1.99%▲ +0.18

Biggest Weight Reductions

StockWeightChange
Bharat Electronics Limited3.63% → 0.47%▼ -3.16
Bharat Heavy Electricals Limited3.06% → 1.21%▼ -1.85
Hindalco Industries Limited3.88% → 2.25%▼ -1.63
Oil & Natural Gas Corporation Limited1.66% → 0.6%▼ -1.06
BSE Limited1.82% → 0.83%▼ -0.99
GE Vernova T&D India Limited3.49% → 2.92%▼ -0.57
Hitachi Energy India Limited1.57% → 1.2%▼ -0.37
Aditya Infotech Limited2.22% → 1.89%▼ -0.33
TATA CONSUMER PRODUCTS LIMITED2.98% → 2.67%▼ -0.31
ICICI Prudential Asset Management Company Limited2.51% → 2.3%▼ -0.21

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Jan – Jun 2026).

Jan: 0.89%, Feb: 0.88%, Mar: 3.04%, Apr: 7%, May: 6.65%, Jun: 8.48%
8.48%
Jan: 3.13%, Feb: 2.89%, Mar: 0.1%, Apr: 0.01%, May: 0.01%, Jun: 3.41%
3.41%
Jan: 1.76%, Feb: 1.53%, Mar: 1.58%, Apr: 1.68%, May: 3.15%, Jun: 2.95%
2.95%
Jan: 2.93%, Feb: 3.38%, Mar: 3.44%, Apr: 3.39%, May: 3.49%, Jun: 2.92%
2.92%
Jan: 2.41%, Feb: 2.74%, Mar: 2.26%, Apr: 2.12%, May: 3.01%, Jun: 2.9%
2.9%

Full Portfolio (85 holdings)

#HoldingSector% to NAV
1HSBC Gold ETFmf8.9%
2ICICI Bank LimitedFinancial Services8.48%
3HDFC Bank LimitedFinancial Services3.41%
4TREPStreps3.17%
5PB Fintech LimitedFinancial Services2.95%
6GE Vernova T&D India LimitedIndustrials2.92%
7Lenskart Solutions LimitedConsumer Discretionary2.9%
8Billionbrains Garage Ventures LimitedFinancial Services2.74%
9TATA CONSUMER PRODUCTS LIMITEDConsumer Staples2.67%
10Lupin LimitedHealthcare2.51%
11The Federal Bank LimitedFinancial Services2.31%
12ICICI Prudential Asset Management Company LimitedFinancial Services2.3%
13Hindalco Industries LimitedMaterials2.25%
14Siemens LimitedIndustrials2.18%
15Power Grid Corporation of India LimitedUtilities2.06%
16JSW Steel LimitedMaterials2.03%
17Piramal Finance LimitedFinancial Services1.99%
18FSN E-Commerce Ventures LimitedConsumer Discretionary1.92%
19Aditya Infotech LimitedIndustrials1.89%
20Mahindra & Mahindra LimitedConsumer Discretionary1.85%
21TITAGARH RAIL SYSTEMS LIMITEDIndustrials1.71%
22HDFC Gold ETF - Growth Optionmf1.65%
23HDFC Asset Management Company LimitedFinancial Services1.41%
24Mankind Pharma LimitedHealthcare1.28%
25Axis Bank LimitedFinancial Services1.25%
26Bharat Heavy Electricals LimitedIndustrials1.21%
27Hitachi Energy India LimitedIndustrials1.2%
28City Union Bank LimitedFinancial Services1.13%
29SEDEMAC Mechatronics LimitedConsumer Discretionary1.08%
30Ather Energy LimitedConsumer Discretionary1.07%
316.48% Central Government Securitiesbond1.07%
32Nippon Life India Asset Management LimitedFinancial Services1.04%
33Power Finance Corporation LimitedFinancial Services1.02%
34Meesho LimitedConsumer Discretionary0.98%
35TVS Motor Company LimitedConsumer Discretionary0.94%
36Gland Pharma LimitedHealthcare0.93%
37ABB India LimitedIndustrials0.91%
38Indian BankFinancial Services0.9%
39Bajaj Housing Finance Limitedbond0.89%
40Power Finance Corporation Limited^bond0.86%
417.7951% Bajaj Finance Limitedbond0.86%
42Thermax LimitedIndustrials0.85%
437.68% Small Industries Development Bank of Indiabond0.85%
44Bajaj Housing Finance Ltd^bond0.85%
45Rural Electrification Corporation Ltdbond0.85%
467.12% Tamilnadu SDL (MD )bond0.84%
47BSE LimitedFinancial Services0.83%
486.01% Central Government Securitiesbond0.83%
49NABARDbond0.82%
50Tenneco Clean Air India LimitedConsumer Discretionary0.74%
51Tata Steel LimitedMaterials0.7%
52Sun Pharmaceutical Industries LimitedHealthcare0.69%
53ICICI Bank Limitedbond0.63%
54India Universal Trust AL2 (PTC backed by loan receivables originated by HDFC Bank Limited) £^bond0.61%
55Oil & Natural Gas Corporation LimitedEnergy0.6%
56Polycab India LimitedIndustrials0.55%
57Tata Power Company LimitedUtilities0.53%
58Bharat Electronics LimitedIndustrials0.47%
59NTPC LimitedUtilities0.42%
60Reliance Industries LimitedEnergy0.38%
61PNB Housing Finance LimitedFinancial Services0.35%
62Indian Railway Finance Corporation Ltdbond0.35%
63Kotak Mahindra Bank LimitedFinancial Services0.3%
64Bharti Airtel LimitedTelecommunication0.3%
65ITC LimitedConsumer Staples0.2%
667.18% Government of India (MD )bond0.17%
676.90% Government of India (MD )bond0.16%
68Dabur India LimitedConsumer Staples0.15%
69Divi's Laboratories LimitedHealthcare0.13%
70Persistent Systems LimitedInformation Technology0.11%
71State Bank of IndiaFinancial Services0.07%
72Britannia Industries LimitedConsumer Staples0.06%
73CG Power and Industrial Solutions LimitedIndustrials0.06%
74Safari Industries (India) LimitedConsumer Discretionary0.05%
75Multi Commodity Exchange of India LimitedFinancial Services0.05%
76Larsen & Toubro LimitedIndustrials0.04%
77Max Healthcare Institute LimitedHealthcare0.04%
78Dixon Technologies (India) LimitedConsumer Discretionary0.03%
79Godrej Consumer Products LimitedConsumer Staples0.02%
80UltraTech Cement LimitedMaterials0.02%
81Shriram Finance LimitedFinancial Services0.02%
82Infosys LimitedInformation Technology0%
83Cholamandalam Investment and Finance Company LimitedFinancial Services0%
84Blue Star LimitedConsumer Discretionary0%
85Net Current Assets (including cash & bank balances)other-0.54%

Frequently Asked Questions

Yes. As of its 30 June 2026 disclosure, ICICI Bank Limited is 8.48% of HSBC Multi Asset Allocation Fund's net assets — its number 1 holding.
Yes. As of its 30 June 2026 disclosure, HDFC Bank Limited is 3.41% of HSBC Multi Asset Allocation Fund's net assets — its number 2 holding.
Yes. As of its 30 June 2026 disclosure, PB Fintech Limited is 2.95% of HSBC Multi Asset Allocation Fund's net assets — its number 3 holding.
Yes. As of its 30 June 2026 disclosure, GE Vernova T&D India Limited is 2.92% of HSBC Multi Asset Allocation Fund's net assets — its number 4 holding.
Yes. As of its 30 June 2026 disclosure, Lenskart Solutions Limited is 2.9% of HSBC Multi Asset Allocation Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: HSBC Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 June 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.