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 Ultra Short Duration Fund - Monthly Dividend - Portfolio Analysis

Portfolio Overview

As of June 30, 2026

Asset Allocation

Others: 82.52%Debt: 17.48%

Market Cap

Corporate Bond: 47.73%Cash And Equivalents: 28.12%Government Related: 5.81%Other: 0.86%

Number of stocks

Top 10 Holdings

70.74% of portfolio

Market Cap of Others

Corporate Bond

47.73%

Cash And Equivalents

28.12%

Government Related

5.81%

Other

0.86%

Companies Allocation of Others

Axis Bank Ltd8.818%

Clearing Corporation Of India Ltd.8.263%

Indian Bank8.221%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)8.086%

Aditya Birla Money Ltd.5.960%

Canara Bank5.818%

National Bank For Agriculture And Rural Development5.809%

Small Industries Dev Bank Of India5.786%

Infina Finance Pvt Ltd.5.286%

Bank Of Baroda2.888%

HDFC Bank Limited2.341%

Icici Securities Limited1.790%

Sbi Cdmdf--A20.859%

Net Receivables / (Payables)0.815%

Sector Allocation of Others

Corporate Bond47.73%

Cash And Equivalents28.12%

Government Related5.81%

Other0.86%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

PGIM India Ultra Short Duration Fund - Monthly Dividend

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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.