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PGIM India Multi Cap Fund

PGIM Mutual Fund·Multi Cap Fund·vs Nifty 500 Multicap 50:25:25 TRI

PGIM India Multi Cap Fund maintains a balanced yet selective approach with moderate concentration in financial services—banks and finance together represent over 20% of holdings. The portfolio shows conviction in quality domestic consumption and infrastructure plays, evidenced by positions in auto, retail, and financial intermediaries, while new additions to Tech Mahindra signal openness to selective IT exposure. The slight overweight to cash and recent rotation away from IT suggest the manager is cautiously navigating valuation concerns while staying anchored to proven domestic cyclical themes.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹10.1000
Regular Growth₹9.8100+1.34%+3.70%
Direct IDCW₹10.1000
Regular IDCW₹9.8100
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
98
Top 5 Weight
16.78%
Top 10 Weight
25.61%
Max Position
4.37%
Conviction Bets
5
Gini
0.320
Large Cap
41.73%
Mid Cap
24.37%
Small Cap
27.13%
Top Sector
Banks
Sector Count
39
HHI (bps)
14,918
Active Stock Picker
Active Share
63.25%
vs peer portfolio
Weight Overlap
35.08%
with avg peer
Cosine Similarity
0.646
portfolio angle
Peer Count
30
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 98100+2 added0 removed27 weight shifts ≥ 0.1%
StockWeight
360 One Wam Ltd.0.70%
Tech Mahindra Ltd.0.65%
#Holding% to NAV
1
Clearing Corporation of India Ltd.
nan
4.37%
2
ICICI Bank Ltd.
INE090A01021
3.72%
3
HDFC Bank Ltd.
INE040A01034
3.50%
4
Reliance Industries Ltd.
INE002A01018
3.06%
5
TVS Motor Company Ltd.
INE494B01023
2.13%
6
CG Power and Industrial Solutions Ltd.
INE067A01029
1.98%
7
State Bank of India
INE062A01020
1.88%
8
Eternal Ltd.
INE758T01015
1.70%
9
Max Financial Services Ltd.
INE180A01020
1.64%
10
VARUN BEVERAGES LIMITED
INE200M01039
1.63%
11
Hindalco Industries Ltd.
INE038A01020
1.62%
12
Rubicon Research Ltd.
INE506V01022
1.61%
13
Cummins India Ltd.
INE298A01020
1.57%
14
ICICI Lombard General Insurance Co. Ltd.
INE765G01017
1.55%
15
Nippon Life India Asset Management Ltd.
INE298J01013
1.55%
16
Larsen & Toubro Ltd.
INE018A01030
1.49%
17
LG Electronics India Ltd.
INE324D01010
1.37%
18
Krishna Inst of Medical Sciences Ltd.
INE967H01025
1.37%
19
Data Patterns (India) Ltd.
INE0IX101010
1.35%
20
Solar Industries India Ltd.
INE343H01029
1.31%
Banks10.9%
Pharmaceuticals & Biotechnology6.8%
Healthcare Services5.7%
Retailing4.8%
Finance4.7%
Capital Markets4.5%
Auto Components4.3%
nan4.3%
Consumer Durables3.9%
Electrical Equipment3.9%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does PGIM India Multi Cap Fund hold?

PGIM India Multi Cap Fund holds 98 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 16.78% of NAV.

What is the largest holding in PGIM India Multi Cap Fund?

The largest position in PGIM India Multi Cap Fund is Clearing Corporation of India Ltd., accounting for 4.37% of NAV in the nan sector.

Is PGIM India Multi Cap Fund a concentrated or diversified fund?

With a Gini coefficient of 0.320, PGIM India Multi Cap Fund is well-diversified. The HHI concentration index is 14,918 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 16.78% of the portfolio.

What is the market cap allocation of PGIM India Multi Cap Fund?

Based on SEBI's AMFI classification, PGIM India Multi Cap Fund's equity portfolio is split as: Large Cap: 41.73%, Mid Cap: 24.37%, Small Cap: 27.13%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does PGIM India Multi Cap Fund invest in most?

PGIM India Multi Cap Fund has the highest allocation to Banks (10.92%), Pharmaceuticals & Biotechnology (6.77%), Healthcare Services (5.66%). The fund is invested across 39 sectors in total.

How actively managed is PGIM India Multi Cap Fund compared to other Multi Cap Fund funds?

PGIM India Multi Cap Fund has an Active Share of 63.25%, classifying it as "Active Stock Picker" among 30 Multi Cap Fund peers. This indicates a moderate level of differentiation from category peers.

What changed in PGIM India Multi Cap Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, PGIM India Multi Cap Fund added 2 new stocks (including 360 One Wam Ltd.). Total holding count increased from 98 to 100 stocks.