PGIM India Healthcare Fund Direct Growth
Equity
Direct
Sector - Healthcare
NAV as on 06-01-2025
₹ 10.1
1D
Inception Returns
1.9%
/yr
About PGIM India Healthcare Fund Direct Growth
PGIM India Healthcare Fund Direct Growth is an equity fund. This fund was started on 6 December, 2024. The fund is managed by Puneet Pal, Anandha Padmanabhan Anjeneyan. The fund could potentially beat inflation in the long-run.
Key Parameters
- PGIM India Healthcare Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.
Returns
PGIM India Healthcare Fund Direct Growth has given a CAGR return of 1.90% since inception.
Holdings
PGIM India Healthcare Fund Direct Growth has allocated its funds majorly in . Its top holdings are
Taxation
As it is a sector - healthcare mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
Investment objective of PGIM India Healthcare Fund Direct Growth
The primary investment objective of the scheme is to seek to generate consistent returns by predominantly investing in equity and equity related securities of pharmaceutical and healthcare companies. However, there is no assurance that the investment objective of the scheme will be achieved. The Scheme does not guarantee/ indicate any returns
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. PGIM India Healthcare Fund Direct Growth has no lock in period.
Historical NAV & Returns
PGIM India Healthcare Fund Direct Growth Overview
| Expense ratio | -- |
Benchmark | S&P BSE Healthcare PR |
| AUM | ₹0 Cr |
| Inception Date | 6 December, 2024 |
| Min Lumpsum/SIP | ₹5000/₹1000 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
PGIM India Healthcare Fund Direct Growth Highlights
Very High Risk
About the fund
Frequently Asked Questions for PGIM India Healthcare Fund Direct Growth
PGIM India Healthcare Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
PGIM India Healthcare Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
PGIM India Healthcare Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
PGIM India Healthcare Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
PGIM India Healthcare Fund Direct Growth | - | - | - |