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 Equity Savings Fund - Monthly Dividend option - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 31.16%Others: 50.40%Debt: 18.44%

Market Cap

Large Cap: 52.07%Others: 19.69%Mid Cap: 6.54%

Number of stocks

Top 10 Holdings

78.63% of portfolio

Market Cap of Equity

Large Cap

52.07%

Others

19.69%

Mid Cap

6.54%

Companies Allocation of Equity

Tata Steel Ltd8.368%

Reliance Industries Ltd8.361%

HDFC Bank Ltd7.819%

Bajaj Finance Ltd5.659%

Adani Ports & Special Economic Zone Ltd5.476%

Titan Co Ltd5.228%

IndiGrid Infrastructure Trust Units Series - IV4.931%

NMDC Ltd4.850%

Brookfield India Real Estate Trust4.802%

Ambuja Cements Ltd2.858%

Kotak Mahindra Bank Ltd2.715%

Axis Bank Ltd2.272%

ICICI Bank Ltd1.629%

Indus Infra Trust Unit0.993%

Larsen & Toubro Ltd0.898%

State Bank of India0.896%

Bharti Airtel Ltd0.888%

Infosys Ltd0.661%

Mahindra & Mahindra Ltd0.487%

Tata Consultancy Services Ltd0.443%

Max Healthcare Institute Ltd Ordinary Shares0.398%

TVS Motor Co Ltd0.371%

Maruti Suzuki India Ltd0.362%

NTPC Ltd0.354%

Varun Beverages Ltd0.345%

Sun Pharmaceuticals Industries Ltd0.340%

J.B. Chemicals & Pharmaceuticals Ltd0.332%

United Spirits Ltd0.322%

Eternal Ltd0.316%

Nestle India Ltd0.307%

Bharat Electronics Ltd0.290%

UltraTech Cement Ltd0.282%

ITC Ltd0.257%

SRF Ltd0.255%

Shriram Finance Ltd0.250%

Dixon Technologies (India) Ltd0.250%

Eicher Motors Ltd0.225%

Asian Paints Ltd0.206%

Samvardhana Motherson International Ltd0.204%

ICICI Prudential Asset Management Co Ltd0.204%

ICICI Lombard General Insurance Co Ltd0.186%

Mankind Pharma Ltd0.181%

Britannia Industries Ltd0.176%

Tech Mahindra Ltd0.172%

JSW Steel Ltd0.172%

Power Grid Corp Of India Ltd0.158%

Divi's Laboratories Ltd0.156%

Muthoot Finance Ltd0.151%

SBI Life Insurance Co Ltd0.150%

HDFC Life Insurance Co Ltd0.145%

Persistent Systems Ltd0.142%

LG Electronics India Ltd0.135%

Cummins India Ltd0.134%

Solar Industries India Ltd0.125%

Hindalco Industries Ltd0.125%

InterGlobe Aviation Ltd0.104%

Dr Reddy's Laboratories Ltd0.056%

Cipla Ltd0.052%

Sector Allocation of Equity

Basic Materials16.99%

Energy8.36%

Financial Services23.07%

Industrials7.16%

Consumer Cyclical7.19%

Utilities5.44%

Real Estate4.80%

Communication Services0.89%

Technology1.80%

Healthcare1.52%

Consumer Defensive1.41%

Equity-47.47%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

PGIM India Equity Savings Fund - Monthly Dividend option

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.