MF
MFGenie.ai
Sectoral / Thematic📊 BSE Healthcare TRI

PGIM India Healthcare Fund · Regular · Growth

PGIM India Mutual Fund

#7 of 227 (1Y)

NAV

₹12.0500

as of 29 Sept 2026

Expense Ratio

2.61%

AUM

₹94 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+26.31%
3Y
—
5Y
—
Since Inception
+10.84%

SIP returns (XIRR)

1Y
+30.52%
3Y
—
5Y
—
Since Inception
+21.01%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

1.20

Sharpe Ratio

+0.21

Alpha

0.20

Beta

1.21

Sortino

11.76%

Std Dev

-9.60%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HousePGIM India Mutual Fund
CategorySectoral / Thematic
BenchmarkBSE Healthcare TRI ✓
Launch Date06 Dec 2024
AMFI Code153040
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹1,000
Exit LoadFor Exits within 90 days from date of allotment of units 0.50% For Exits beyond 90 days from date of allotment of units:NIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Aug 2026
Holding% NAV

What this fund does

PGIM India Healthcare Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

PGIM India Healthcare Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by PGIM India Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹94.4 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE Healthcare TRI. The current expense ratio is 2.61%.

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