myplexus

NFO Monitor

Fund Fact

Name of Funds:

PGIM India Healthcare

Opening:

19th November 2024

Closing:

3rd December 2024

Minimum Investment:

Minimum of Rs. 5,000/- and in multiples of Re.1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.5% of NAV if units are redeemed/switched out within 90 days from the date of allotment

Fund Stats

Objective:

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.

Benchmark:

BSE HEALTHCARE

Fund Manager:

Anandha Padmanabhan Anjeneya, Utsav Mehta, Vivek Sharma, Puneet Pal

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

WhiteOak Capital Pharma and Healthcare Fund	28.35(6M)	Not Available
ITI Pharma & Healthcare Fund	23.93(6M)	44.64(1Y)

Fund Prognosis

Idea Distiller

A simple copy paste of an existing theme. Healthcare, pharma, …we have got them all already.

Fund House AAUM:
Rs 2570938.91 Lakhs(as on 30th September, 2024)
Fund Manager:
Combined experience of above 15 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Average idea and very competition heavy. No matter what investment innovation one brings in.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028