What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 67.80%Debt: 20.02%Others: 12.18%

Market Cap

Large Cap: 50.42%Mid Cap: 13.60%Small Cap: 3.78%

Number of stocks

Top 10 Holdings

74.12% of portfolio

Market Cap of Equity

Large Cap

50.4200%

Mid Cap

13.6000%

Small Cap

3.7800%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-15.46%

ICICI BANK LIMITED EQ NEW FV RS. 2/-13.56%

RELIANCE INDUSTRIES LIMITED EQ10.66%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-9.40%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-4.52%

DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-4.40%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.26%

TITAN COMPANY LIMITED EQ NEW Re.1/-4.26%

Bajaj Finance Limited3.86%

ULTRATECH CEMENT LIMITED EQ3.74%

Sector Allocation of Equity

Banks14.51%

Petroleum Products5.33%

Telecom - Services4.70%

Construction2.26%

Consumer Durables5.32%

Automobiles2.90%

Finance4.22%

Cement & Cement Products1.87%

IT - Software4.87%

Beverages1.80%

Capital Markets2.60%

Retailing2.96%

Insurance1.36%

Auto Components1.34%

Healthcare Services1.31%

Chemicals & Petrochemicals1.94%

Household Products1.10%

Food Products1.06%

Pharmaceuticals & Biotechnology1.72%

IT - Services0.89%

Diversified FMCG0.87%

Aerospace & Defense0.84%

Financial Technology (Fintech)0.69%

Realty0.68%

Electrical Equipment0.66%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option

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Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.