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 Large and Mid Cap Fund - Regular (G) - Portfolio Analysis

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 96.75%Others: 3.06%Debt: 0.19%

Market Cap

Large Cap: 56.66%Mid Cap: 35.92%Small Cap: 4.17%

Number of stocks

Top 10 Holdings

76.10% of portfolio

Market Cap of Equity

Large Cap

56.6600%

Mid Cap

35.9200%

Small Cap

4.1700%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-14.46%

HDFC BANK LIMITED EQ NEW FV RE. 1/-13.32%

RELIANCE INDUSTRIES LIMITED EQ10.64%

ZOMATO LIMITED EQ6.76%

TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-5.90%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.86%

SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-5.80%

MUTHOOT FINANCE LIMITED EQ5.30%

Bajaj Finance Limited4.44%

MANKIND PHARMA LIMITED EQ NEW FV RE. 1/-3.62%

Sector Allocation of Equity

Banks13.89%

Petroleum Products5.32%

Retailing8.32%

IT - Software4.40%

Telecom - Services4.69%

Chemicals & Petrochemicals5.41%

Finance4.87%

Pharmaceuticals & Biotechnology7.60%

Cement & Cement Products1.80%

Beverages2.34%

Transport Services2.45%

Insurance3.01%

Healthcare Services2.76%

Auto Components3.37%

Consumer Durables5.31%

Fertilizers & Agrochemicals1.59%

Financial Technology (Fintech)1.55%

Automobiles2.40%

Construction1.50%

Food Products1.45%

Aerospace & Defense1.30%

Realty1.73%

Industrial Products2.18%

Transport Infrastructure1.13%

Electrical Equipment1.02%

Capital Markets3.28%

Power0.81%

Other Consumer Services0.80%

Leisure Services0.47%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

PGIM India Large and Mid Cap Fund - Regular (G)

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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.