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PGIM India Healthcare Fund - Direct Plan - Growth Option vs Samco Active Momentum Fund - Direct Plan - Growth Option
PGIM India Healthcare Fund and Samco Active Momentum Fund are both in the Thematic Fund category, from PGIM India Asset Management Private Limite and Samco Asset Management Private Limited respectively. PGIM India Healthcare Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
PGIM India Healthcare Fund has the lower direct-plan expense ratio, by 0.96 percentage points.
| PGIM India Healthcare Fund - Direct Plan - Growth Option | Samco Active Momentum Fund - Direct Plan - Growth Option | |
|---|---|---|
| Category | Thematic Fund | Thematic Fund |
| AMC | PGIM India Asset Management Private Limite | Samco Asset Management Private Limited |
| Benchmark | BSE Healthcare TRI | Nifty 500 TRI |
| NAV | ₹11.97 (2026-10-28) | ₹15.64 (2026-10-28) |
| AUM | ₹135.617 Cr | ₹747.28 Cr |
| Expense Ratio (Direct) | 0.96% | 1.92% |
| Inception | 2024-11-19 | 2023-06-15 |
Returns
Risk Metrics
This fund is less than three years old, so a three-year risk history does not exist yet.
Portfolio Analytics
PGIM India Healthcare Fund carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| PGIM India Healthcare Fund - Direct Plan - Growth Option | Samco Active Momentum Fund - Direct Plan - Growth Option | |
|---|---|---|
| P/E Ratio | 49.6702 | 28.9991 |
| P/B Ratio | - | - |
| Dividend Yield | 0.5869% | 0.4745% |
| Active Share | 52.13% | 94.33% |
| Portfolio Turnover | 33% | 771% |
| YTM | - | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
PGIM India Healthcare Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a lower expense ratio, PGIM India Healthcare Fund or Samco Active Momentum Fund?
PGIM India Healthcare Fund's direct-plan expense ratio is 0.96 percentage points lower than Samco Active Momentum Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Why don't PGIM India Healthcare Fund and Samco Active Momentum Fund show risk metrics like Sharpe ratio or alpha?
This fund is less than three years old, so a three-year risk history does not exist yet. This is a deliberate methodology choice, not missing data - risk metrics like alpha and Sharpe ratio are most meaningful for actively-managed funds where a manager makes decisions that can add or subtract value versus a benchmark. For a fund that mechanically tracks an index, the equivalent useful metric is tracking error (how closely it follows its index), not alpha.
Which has higher AUM, PGIM India Healthcare Fund or Samco Active Momentum Fund?
Samco Active Momentum Fund has ₹747 Cr in assets under management, versus ₹136 Cr for PGIM India Healthcare Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, PGIM India Healthcare Fund or Samco Active Momentum Fund?
Samco Active Momentum Fund launched on 2023-06-15, making it older than PGIM India Healthcare Fund (launched 2024-11-19). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.