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 Multi Asset Allocation Fund - Regular Plan - Portfolio Analysis

Portfolio Overview

As of February 28, 2026

Asset Allocation

Equity: 53.29%Others: 36.70%Debt: 10.02%

Market Cap

Large Cap: 36.55%Others: 9.92%Mid Cap: 19.05%

Number of stocks

Top 10 Holdings

68.19% of portfolio

Market Cap of Equity

Large Cap

36.55%

Others

9.92%

Mid Cap

19.05%

Companies Allocation of Equity

HDFC Bank Ltd4.727%

Kotak Mahindra Bank Ltd3.724%

Titan Co Ltd3.564%

Hindustan Unilever Ltd2.777%

ICICI Bank Ltd2.473%

Reliance Industries Ltd2.121%

Larsen & Toubro Ltd1.937%

Bajaj Finance Ltd1.556%

State Bank of India1.423%

Grasim Industries Ltd1.414%

Brookfield India Real Estate Trust1.349%

AU Small Finance Bank Ltd1.272%

Solar Industries India Ltd1.262%

FSN E-Commerce Ventures Ltd1.262%

Sun Pharmaceuticals Industries Ltd1.252%

TVS Motor Co Ltd1.248%

Eternal Ltd1.149%

Tech Mahindra Ltd1.110%

Persistent Systems Ltd1.096%

Bharat Forge Ltd1.075%

Britannia Industries Ltd1.050%

Bharti Airtel Ltd1.041%

Nestle India Ltd1.027%

Bharat Electronics Ltd1.000%

J.B. Chemicals & Pharmaceuticals Ltd0.917%

Max Healthcare Institute Ltd Ordinary Shares0.915%

Mankind Pharma Ltd0.885%

Bharti Hexacom Ltd0.872%

SRF Ltd0.758%

Delhivery Ltd0.727%

CG Power & Industrial Solutions Ltd0.700%

Muthoot Finance Ltd0.692%

Vishal Mega Mart Ltd0.677%

Schaeffler India Ltd0.670%

ICICI Prudential Asset Management Co Ltd0.664%

HDFC Life Insurance Co Ltd0.658%

Coromandel International Ltd0.617%

Varun Beverages Ltd0.600%

JK Cement Ltd0.600%

SBI Life Insurance Co Ltd0.585%

Sona BLW Precision Forgings Ltd0.583%

Infosys Ltd0.583%

Power Finance Corp Ltd0.569%

Cholamandalam Investment and Finance Co Ltd0.560%

United Spirits Ltd0.556%

One97 Communications Ltd0.539%

ICICI Lombard General Insurance Co Ltd0.537%

Ashok Leyland Ltd0.531%

Tata Consultancy Services Ltd0.522%

UNO Minda Ltd0.520%

Shriram Finance Ltd0.510%

Divi's Laboratories Ltd0.501%

Bharat Petroleum Corp Ltd0.448%

Dixon Technologies (India) Ltd0.447%

PB Fintech Ltd0.440%

Info Edge (India) Ltd0.424%

Mahindra & Mahindra Ltd0.402%

TBO Tek Ltd0.401%

Anthem Biosciences Ltd0.396%

Rubicon Research Ltd0.376%

Tata Power Co Ltd0.376%

Ajanta Pharma Ltd0.368%

Multi Commodity Exchange of India Ltd0.365%

Phoenix Mills Ltd0.363%

Astral Ltd0.352%

Blue Star Ltd0.343%

Global Health Ltd0.340%

HDFC Asset Management Co Ltd0.313%

Prestige Estates Projects Ltd0.311%

LG Electronics India Ltd0.303%

Tube Investments of India Ltd Ordinary Shares0.301%

Bikaji Foods International Ltd0.278%

Jubilant Foodworks Ltd0.266%

Mrs Bectors Food Specialities Ltd Ordinary Shares0.254%

Endurance Technologies Ltd0.185%

Maruti Suzuki India Ltd0.180%

Sector Allocation of Equity

Financial Services21.07%

Consumer Cyclical12.18%

Consumer Defensive6.54%

Energy2.57%

Industrials6.65%

Basic Materials3.89%

Real Estate2.02%

Healthcare5.95%

Technology4.60%

Communication Services2.34%

Utilities0.38%

Equity-14.90%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

PGIM India Multi Asset Allocation Fund - Regular Plan

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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.