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PGIM India Healthcare Fund - Direct Plan - Growth Option is an equity scheme managed by PGIM India Mutual Fund. It has ranked in the top half of its category for 1 of the last 1 reported years. The total expense ratio is 0.75% on assets of ₹92Cr. The fund is currently managed by Puneet Pal, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 78% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 11.77% |
| ASTER DM HEALTHCARE LIMITED | Healthcare | 6.40% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 6.36% |
| MAX HEALTHCARE INSTITUTE LIMITED | Healthcare | 5.29% |
| MANKIND PHARMA LIMITED | Healthcare | 5.12% |
| AJANTA PHARMA LIMITED | Healthcare | 4.66% |
| Krishna Institute Of Medical Sciences Limited | Healthcare | 3.77% |
| NAVIN FLUORINE INTERNATIONAL LTD | Basic Materials | 3.06% |
| NEULAND LABORATORIES LIMITED | Healthcare | 2.88% |
| ABBOTT INDIA LIMITED | Healthcare | 2.86% |
| TORRENT PHARMACEUTICALS LIMITED | Healthcare | 2.61% |
| Sai Life Sciences Limited | Healthcare | 2.52% |
| ANTHEM BIOSCIENCES PRIVATE LIMITED | Healthcare | 2.26% |
| JUPITER LIFE LINE HOSPITALS LIMITED | Healthcare | 1.99% |
| GLOBAL HEALTH LIMITED | Healthcare | 1.76% |
| CIPLA LIMITED | Healthcare | 1.58% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 1.51% |
| LUPIN LIMITED | Healthcare | 1.42% |
| PFIZER LIMITED | Healthcare | 1.40% |
| PB FINTECH LIMITED | Financial Services | 1.38% |
| LENSKART SOLUTIONS PRIVATE LIMITED | Healthcare | 0.75% |
| ORCHID PHARMA LIMITED | Healthcare | 0.70% |
| SAGILITY INDIA PRIVATE LIMITED | Healthcare | 0.55% |
| DR. AGARWALS EYE HOSPITAL LIMITED | Healthcare | 0.53% |
| Sector | Holdings | Weight |
|---|---|---|
| Healthcare | 22 | 90.18% |
| Chemicals | — | 3.06% |
| Financial Services | 1 | 2.55% |
| Consumer Services | — | 0.75% |
| Information Technology | — | 0.55% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -2.97% | 0.82% | 6.39% | 13.27% | 17.01% | 83.1% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 52.2% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 4 data points.
| 5Y |
|---|
| Star |
|---|
| UTI Healthcare Fund - Direct Plan - Growth Option | UTI Mutual Fund | ₹1,144 Cr | 1.36% | +26.82% | +14.83% | 3★ |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | SBI Mutual Fund | ₹4,323 Cr | 0.92% | +25.57% | +16.27% | 3★ |
| DSP Healthcare Fund - Direct Plan - Growth | DSP Mutual Fund | ₹3,142 Cr | 0.79% | +22.87% | +15.36% | 3★ |
| ITI Pharma and Healthcare Fund - Direct Plan - Growth Option | ITI Mutual Fund | ₹230 Cr | 3.11% | +21.39% | — | 3★ |
| ITI Pharma and Healthcare Fund - Direct Plan - IDCW Option | ITI Mutual Fund | ₹230 Cr | 3.11% | +21.38% | — | 3★ |
| PGIM India Healthcare Fund - Direct Plan - IDCW Option | PGIM India Mutual Fund | ₹92 Cr | 0.75% | — | — | 1★ |
| Bandhan Healthcare Fund - Direct Plan - Growth | Bandhan Mutual Fund | ₹291 Cr | 0.87% | — | — | — |
| Kotak Healthcare Fund - Direct Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹496 Cr | 0.91% | — | — | 3★ |
| Kotak Healthcare Fund - Direct Plan - IDCW Option | Kotak Mahindra Mutual Fund | ₹496 Cr | 0.91% | — | — | 2★ |
| WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth | WhiteOak Capital Mutual Fund | ₹603 Cr | 0.86% | — | — | 3★ |