PGIM India Healthcare Fund
Direct · Growth ₹12.10
21 Jul 2026
NAV
8.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.33
Sharpe
-14.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.44 L | 10.5% | -7.4% | 37.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 10.5% | 14.5% | 13.7% | -4.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.7% | 10.0% | -3.0% | 18.7% | 0.33 | 0.61 | 86% | — | — |
-14.5%
Max Drawdown
2 mo
Drawdown Duration
5 mo
Recovery Time
-3.7%
Avg Drawdown
Calmar Ratio by Duration
0.60
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +18.08 | 0.57 | 73.1% | 47.7% | 18.9% | -3.4% |
| 3 Years | +4.43 | 0.62 | 73.3% | 56.8% | 6.7% | -0.4% |
| 5 Years | +1.61 | 0.62 | 73.3% | 56.8% | 3.9% | -0.3% |
| 7 Years | +0.42 | 0.62 | 73.3% | 56.8% | 2.8% | -0.2% |
| 10 Years | -0.46 | 0.62 | 73.3% | 56.8% | 1.9% | -0.1% |
| 12 Years | -0.80 | 0.62 | 73.3% | 56.8% | 1.6% | -0.1% |
| 15 Years | -1.14 | 0.62 | 73.3% | 56.8% | 1.3% | -0.1% |