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PGIM India Healthcare Fund
PGIM India Healthcare Fund
EQUITY
EQUITY
An open ended equity scheme investing in healthcare and pharmaceutical sector
NAV
NA
Benchmark
BSE Healthcare TRI
Risk
Very High
AUM
NA
Date of Inception
NA
Expense Ratio
NA
Ideal Holding Period
5 Years+
Performance of the scheme will be displayed after completion of 6 Months
Exit Load
For Exits within 90 days from date of allotment of units : 0.50% .
For Exits beyond 90 days from date of allotment of units : NIL
Minimum Investment
SIP :  ₹1,000  |  Lumpsum :  ₹5,000
Portfolio Holdings
No records available
Performance
Historical Returns
Historical Returns Calculator
Returns of the scheme will be displayed after completion of 6 months
Fund Managers
A Anandha Padmanabhan
14 years of experience
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Utsav Mehta
13 Years of experience
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Vivek Sharma
16 years of experience
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Puneet Pal
21 years of experience
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Fund Details
Investment Objective
The 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 can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
Fund Type
An open ended equity scheme investing in healthcare and pharmaceutical sector
Investment Strategy

The scheme will be predominantly invested in equity and equity related securities of healthcare and pharmaceutical companies. The aim of the scheme is to seek long-term capital appreciation from an actively managed portfolio. The fund may consider investing in various sectors within the healthcare industry, including healthcare services and healthcare manufacturing. Healthcare services include, but are not limited to, pharmacy, diagnostics, hospitals and health insurance. Healthcare manufacturing encompasses CRAMS (Contract Research and Manufacturing Services), medical devices, specialty chemicals, formulations and API (Active Pharmaceutical Ingredient), among others. The portfolio will be built utilizing a combination of top-down and bottom-up portfolio construction process, focusing on the fundamentals of each stock, including quality of management.

About PGIM India Healthcare Fund
India’s healthcare sector is growing from strength to strength. As per the Economic Survey 2022-23, India’s public expenditure on healthcare has increased to 2.1% of GDP in FY23, from 1.6% in FY21. For investors, India’s healthcare sector presents an opportunity to invest in a wide range of sub-themes such as hospitals, medical devices, clinical trials, outsourcing, telemedicine, medical tourism, health insurance and medical equipment. 
Frequently Asked Questions
What is PGIM India Healthcare Fund?

PGIM India Healthcare Fund provides a compelling opportunity for investors to benefit from India’s burgeoning healthcare sector which benefits from low cost, innovation, growing awareness for health insurance, rising FDI inflows and growing medical tourism and more. Benchmarked against BSE Healthcare TRI, the fund will invest a minimum of 80% in stocks of pharmaceutical and healthcare companies, up to 20% in other equities/debt and money market, REITs & InvITs (up to 10%) and foreign securities including overseas ETFs up to 20%).

What are the benefits of investing in PGIM India Healthcare Fund?

  • Benefit from rising demand for medical services due to ageing population, greater health awareness and increased government spending.
  • Emerging trends like age segments like AI based diagnostics, med-tech, telemedicine, shift towards preventive healthcare, medical tourism and more, bodes well for the sector.
  • Opportunity to participate in a theme which is relatively immune to economic downturns.

Why you should invest in PGIM India Healthcare Fund?

  • Diversified investment opportunity within healthcare and ancillary sectors.
  • Benefit from rising income levels and a changing attitude towards preventive healthcare.
  • A multi decadal structural theme to benefit from rising FDI inflows and government expenditure.
  • Benefit from increased government spending which is projected to reach 2.5% of the country's GDP by 2025. (Source: www.ibef.org)

What should be the ideal time horizon of investing in PGIM India Healthcare Fund?
5 years or more.
How to invest in PGIM India Healthcare Fund

You can invest through multiple options:

  • Website: You can invest through PGIM India Website by creating your profile and submitting identity details, and bank account information, and becoming KYC compliant.
  • RIA/MFD: You can also invest through a Registered Investment Adviser or Mutual Fund distributor registered with SEBI/AMFI.
  • Industry Portal: You can also invest through MF Utility or MF Central portals.
  • Do consult your financial advisor before investing to understand if the fund fits into your risk profile.
What frequency/dates are allowed for Systematic Investment and withdrawals in PGIM India Healthcare Fund?
  • SIP: Any date of the month or quarter, as applicable.
  • STP:  Daily, Weekly, Monthly and Quarterly.
  • SWP: Monthly, Quarterly and Annually.
Systematic Investment Plan (SIP), Systematic Transfer Plan (STP), Systematic Withdrawal Plan (SWP).
Can I invest through SIP and Lumpsum mode in PGIM India Healthcare Fund?

  • You can invest lumpsum as well as through SIP mode.
  • The minimum application amount under this fund is Rs 5,000 for a lumpsum transaction. You can invest a minimum of Rs 1,000 as additional investment.
  • You need to commit at least 5 instalments (monthly or quarterly) with a minimum of Rs 1,000 per instalment if you invest through SIP.

How is PGIM India Healthcare Fund Taxed?
  • Holding Period (To qualify for LTCG): 12 months
  • Short Term Capital Gains Tax: 20%
  • Long Term Capital Gains Tax: 12.5% (with an exemption up to INR 1.25 lakhs)

Plus surcharge and cess as may be applicable on the above rates.

Fund Documents
KIM
SID
Product Literature
Product Presentation
Fund Dashboard
Riskometer
This product is suitable for investors who are seeking*:
  • Long term capital growth
  • Investment in equity and equity related securities of pharmaceutical and healthcare companies.
  • Degree of risk - VERY HIGH
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Scheme Riskometer
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Investors understand that their
principal will be at Very High Risk
Benchmark Riskometer
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BSE Healthcare TRI
Benchmark riskometer is at
Very High Risk
BSE Healthcare TRI
Benchmark riskometer is at Very High Risk
Potential Risk Class
No records available