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 April 30, 2026

Asset Allocation

Equity: 97.72%Others: 2.10%Debt: 0.19%

Market Cap

Large Cap: 43.68%Mid Cap: 38.88%Others: 12.98%Small Cap: 2.18%

Number of stocks

Top 10 Holdings

97.72% of portfolio

Market Cap of Equity

Large Cap

43.68%

Mid Cap

38.88%

Others

12.98%

Small Cap

2.18%

Companies Allocation of Equity

ICICI Bank Ltd4.772%

Reliance Industries Ltd4.106%

HDFC Bank Ltd3.708%

Larsen & Toubro Ltd3.081%

Bharti Airtel Ltd2.739%

Tata Consultancy Services Ltd2.418%

Solar Industries India Ltd2.314%

Bajaj Finance Ltd2.088%

Varun Beverages Ltd1.985%

Eternal Ltd1.960%

Mankind Pharma Ltd1.877%

FSN E-Commerce Ventures Ltd1.824%

ICICI Prudential Asset Management Co Ltd1.765%

Nestle India Ltd1.738%

JK Cement Ltd1.714%

ICICI Lombard General Insurance Co Ltd1.615%

Bharti Hexacom Ltd1.574%

Info Edge (India) Ltd1.563%

State Bank of India1.501%

Multi Commodity Exchange of India Ltd1.494%

PB Fintech Ltd1.474%

Divi's Laboratories Ltd1.464%

Max Healthcare Institute Ltd Ordinary Shares1.424%

Bharat Electronics Ltd1.415%

UNO Minda Ltd1.415%

Coromandel International Ltd1.380%

AU Small Finance Bank Ltd1.337%

Maruti Suzuki India Ltd1.312%

CG Power & Industrial Solutions Ltd1.287%

Supreme Industries Ltd1.284%

Dixon Technologies (India) Ltd1.272%

SBI Life Insurance Co Ltd1.223%

Power Finance Corp Ltd1.222%

Ajanta Pharma Ltd1.189%

JSW Infrastructure Ltd1.184%

Vishal Mega Mart Ltd1.140%

Anthem Biosciences Ltd1.114%

Rubicon Research Ltd1.110%

Blue Star Ltd1.103%

Global Health Ltd1.083%

Prestige Estates Projects Ltd1.047%

NTPC Ltd1.028%

LG Electronics India Ltd1.017%

Max Financial Services Ltd0.999%

The Federal Bank Ltd0.988%

Tube Investments of India Ltd Ordinary Shares0.977%

Muthoot Finance Ltd0.956%

TVS Motor Co Ltd0.918%

Shriram Finance Ltd0.915%

Mahindra & Mahindra Ltd0.914%

SRF Ltd0.892%

Bharat Petroleum Corp Ltd0.843%

Pidilite Industries Ltd0.799%

Nippon Life India Asset Management Ltd Ordinary Shares0.760%

PhysicsWallah Ltd0.724%

One97 Communications Ltd0.721%

Urban Co Ltd0.704%

J.B. Chemicals & Pharmaceuticals Ltd0.704%

Titan Co Ltd0.704%

Container Corporation of India Ltd0.700%

Cholamandalam Investment and Finance Co Ltd0.698%

InterGlobe Aviation Ltd0.690%

Ashok Leyland Ltd0.689%

Voltas Ltd0.671%

Bharat Forge Ltd0.669%

360 One Wam Ltd Ordinary Shares0.664%

KEI Industries Ltd0.634%

Sun Pharmaceuticals Industries Ltd0.630%

Phoenix Mills Ltd0.570%

Astral Ltd0.557%

United Spirits Ltd0.523%

Hexaware Technologies Ltd Ordinary Shares0.490%

Endurance Technologies Ltd0.462%

Schaeffler India Ltd0.413%

JSW Dulux Ltd0.389%

Jubilant Foodworks Ltd0.387%

Sector Allocation of Equity

Financial Services28.18%

Energy4.95%

Industrials14.49%

Communication Services5.88%

Technology6.62%

Basic Materials6.60%

Consumer Defensive4.97%

Consumer Cyclical12.79%

Healthcare10.59%

Real Estate1.62%

Utilities1.03%

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.