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PGIM India Healthcare Fund

PGIM India Mutual Fund · 153039 · Quant Rank #281

Not RecommendableFully Researched (Deep)Prospera Research Confidence: LOW
ANALYST_REVIEWED

Research Confidence reflects source quality and evidence depth — it is independent of the score below. A fund can score highly with low confidence, or moderately with high confidence.

Real Evidence
CategoryPH
AUM₹112 Cr
Benchmark—
RiskometerVery High
TER0.69%
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerPuneet Pal, Anandha Padmanabhan Anjeneyan, Vivek Sharma, Utsav Mehta
AUM Floor₹300 Cr
Min Track3 yrs
Max Alloc12%
Returns vs Benchmark
WindowFundBenchmark
Calculated Parameters
FMT2/10
AMQ3/10
AUTInsufficient data — no real 3-months-ago AUM evidence (AMFI's live feed only carries current + ~1-month-ago; needs a genuine dated snapshot from an earlier sync)
ERS7/10
Structural Gates
Gate 1 — EligibilityEXCLUDED

AUM floor: FAIL · Track record: UNKNOWN · SEBI: UNKNOWN

Gate 2 — Quant ScreenFAIL
Gate 3 — Top 10FAIL
Gate 4 — Top 5FAIL
Gate 5 — Top 2 ICFAIL
Candidate's 25.9 would rank #3 among 2 real existing category scores (top 2 = recommendable).
Analyst Name
MOM — Momentum
7% weight
Deep Research

3–6M price+flow vs benchmark · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:35 AM

CON — Consistency
10% weight
Deep Research

3Y/5Y quartile rank stability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:35 AM

PQT — Portfolio Quality
11% weight
Deep ResearchConfidence: MEDIUM

PE, concentration, churn · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:35 AM

FMQ — Fund Mgr Quality
12% weight
Deep ResearchConfidence: LOW

Philosophy, communication, style drift · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:35 AM

VAL — Valuation Risk
10% weight
Deep Research

Portfolio PE/PB vs category avg · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:35 AM

STW — Sector Tailwinds
9% weight
Deep ResearchConfidence: LOW

Policy/macro drivers 12-18M · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:35 AM

DSP — Downside Protection
8% weight
Deep Research

Max DD, Sortino, bear markets · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:35 AM

OPP — Outperformance Prob.
8% weight
Deep ResearchConfidence: LOW

Analyst 12M alpha probability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:35 AM

THS — Thesis Strength
2% weight
Deep ResearchConfidence: LOW

Analyst 12-24M thesis conviction · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:35 AM

V6 Final Score
25.9
/ 100 — Final Score
AVOID
MOM
0.0
CON
0.0
PQT
5.5
FMQ
4.8
VAL
0.0
STW
5.4
DSP
0.0
OPP
3.2
FMT
1.6
AMQ
1.8
AUT
—
ERS
2.8
THS
0.8
Data-limited: AUT (insufficient data — never defaulted to 0)
Source Evidence (8)
Fund ManagerPuneet Pal, Anandha Padmanabhan Anjeneyan, Vivek Sharma, Utsav Mehta
Value Research Online — public fund page as of 2026-08-27
Fund Manager - Managing SinceDecember 06, 2024
Value Research Online — public fund page as of 2026-08-27
Value Research RatingUnrated (fund too young for VR to assign a star rating)
Value Research Online — public fund page as of 2026-08-27
Top 5 HoldingsSun Pharmaceutical 10.86%, Divi's Lab 10.35%, Torrent Pharma 9.38%, Aster DM Health 6.21%, Max Healthcare 5.86% (top-5 total 42.66%)
Value Research Online — public fund page as of 2026-08-27
AUM (Cr.)112
Value Research Online — public fund page as of 2026-08-27
Total Expense Ratio - Direct Plan (%)0.69
Value Research Online — public fund page as of 2026-08-27
Riskometer (Scheme)Very High
Value Research Online — public fund page as of 2026-08-27
AMC Total AUM (Lakh Cr.)0.2664
AMFI quarterly AAUM disclosure (Apr–Jun 2026), via RightAdvise aggregation of official AMFI figures as of 2026-06-30
Audit Log
MOM ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:35 AM
“[DEEP RESEARCH] No fund-specific return-vs-benchmark figure collected for this scheme. Scored 0 (N/A) rather than guessed from category-level pharma sector strength.”
CON ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:35 AM
“[DEEP RESEARCH] Confirmed UNRATED by Value Research directly on its own fund page. Scored 0 (N/A).”
PQT ∅ → 5 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:35 AM
“[DEEP RESEARCH] Real top-5 holdings: Sun Pharmaceutical 10.86%, Divi's Lab 10.35%, Torrent Pharma 9.38%, Aster DM Health 6.21%, Max Healthcare 5.86% (top-5 total 42.66%) — high concentration typical of a sector fund, but in reputable large/mid pharma names.”
FMQ ∅ → 4 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:35 AM
“[DEEP RESEARCH] Real 4-manager team (Puneet Pal, Anandha Padmanabhan Anjeneyan, Vivek Sharma, Utsav Mehta), managing since the fund's Dec 2024 launch — under 2 years, no long individual track record on this scheme yet.”
VAL ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:35 AM
“[DEEP RESEARCH] No PE/PB evidence found. Scored 0 (N/A).”
STW ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:35 AM
“[DEEP RESEARCH] Real, current sector-level tailwind: Indian pharma/healthcare peers are showing strong recent performance (other funds in this category real 1Y returns in the 19-28% range) — a genuine, live sector trend, though not this specific fund's own number.”
DSP ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:35 AM
“[DEEP RESEARCH] No real drawdown evidence found; fund too young (launched Dec 2024). Scored 0 (N/A).”
OPP ∅ → 4 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:35 AM
“[DEEP RESEARCH, analyst judgment] Young, unrated, small-AUM (Rs112 Cr) fund with no independent track record — insufficient real evidence to support a favorable forward conviction.”
THS ∅ → 4 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:35 AM
“[DEEP RESEARCH] Standard concentrated pharma-sector mandate, real but unremarkable — no differentiated real evidence found to support higher conviction.”