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 - Dividend Option - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 65.88%Others: 17.56%Debt: 16.55%

Market Cap

Large Cap: 42.89%Others: 6.01%Mid Cap: 12.00%Small Cap: 4.98%

Number of stocks

Top 10 Holdings

65.88% of portfolio

Market Cap of Equity

Large Cap

42.89%

Others

6.01%

Mid Cap

12.00%

Small Cap

4.98%

Companies Allocation of Equity

ICICI Bank Ltd5.801%

HDFC Bank Ltd5.519%

Reliance Industries Ltd3.910%

Bharti Airtel Ltd3.752%

Larsen & Toubro Ltd3.000%

State Bank of India2.066%

Varun Beverages Ltd1.988%

Titan Co Ltd1.939%

Bajaj Finance Ltd1.931%

Power Grid Corp Of India Ltd1.714%

Dixon Technologies (India) Ltd1.653%

Infosys Ltd1.364%

UltraTech Cement Ltd1.360%

Max Healthcare Institute Ltd Ordinary Shares1.315%

ICICI Lombard General Insurance Co Ltd1.291%

UNO Minda Ltd1.226%

Sai Life Sciences Ltd1.206%

Mahindra & Mahindra Ltd1.198%

Clean Max Enviro Energy Solutions Ltd1.116%

J.B. Chemicals & Pharmaceuticals Ltd1.115%

Tata Steel Ltd1.110%

Vishal Mega Mart Ltd1.100%

SRF Ltd1.079%

Britannia Industries Ltd1.064%

DOMS Industries Ltd1.017%

Eternal Ltd1.015%

ICICI Prudential Asset Management Co Ltd1.000%

Multi Commodity Exchange of India Ltd0.994%

LG Electronics India Ltd0.968%

Bharat Electronics Ltd0.952%

Solar Industries India Ltd0.920%

CG Power & Industrial Solutions Ltd0.881%

Sona BLW Precision Forgings Ltd0.857%

Home First Finance Co India Ltd ---0.815%

Ajanta Pharma Ltd0.807%

TVS Motor Co Ltd0.763%

Sagility Ltd0.755%

ITC Ltd0.720%

PB Fintech Ltd0.662%

Prestige Estates Projects Ltd0.634%

Tata Consultancy Services Ltd0.625%

Nestle India Ltd0.579%

Tech Mahindra Ltd0.542%

LTM Ltd0.527%

United Spirits Ltd0.503%

Muthoot Finance Ltd0.453%

KFin Technologies Ltd0.075%

Sector Allocation of Equity

Financial Services20.53%

Energy3.91%

Communication Services3.75%

Industrials6.93%

Consumer Defensive4.85%

Consumer Cyclical8.10%

Utilities2.83%

Technology5.75%

Basic Materials3.39%

Healthcare5.20%

Real Estate0.63%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

PGIM India Aggressive Hybrid Equity Fund - Dividend Option

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Frequently Asked Questions

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.