Pramerica Life - Pension Growth Fund

F00000H38N
NAV / 1-Day Return
59.30 / 0.02%
Total Assets
7.5 Mil
Inception Date
Feb 09, 2009
Expense Ratio
Fee Level
Load
None
Category
India Insurance Aggressive Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.00%
Turnover

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
-0.22
8.23
19.50
1.59
10.12
16.71
13.88
2.57
14.51
9.15
2.59
Category
1.46
7.20
21.56
0.28
8.36
14.78
20.19
3.67
18.98
11.25
N/A
Index
3.10
8.24
23.64
2.83
10.66
17.98
19.74
4.80
18.39
12.81
N/A
Quartile Rank
Quartile Rank is third
Quartile Rank is first
Quartile Rank is third
Quartile Rank is second
Quartile Rank is second
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is third
Percentile Rank
75
24
60
44
41
36
96
74
96
69
# of Invest. in Cat.
66
65
66
65
63
51
51
51
45
55
Category Name
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 61.27 71.79 0.00
Fixed Income 37.13 22.37 97.69
Preferred 0.00 0.00 0.00
Convertible 0.00 0.18 0.00
Cash 1.60 5.29 2.31
Other 0.00 0.57 0.00

Stock Style

People

Inception Date
Feb 09, 2009
Number of Managers
2
Longest Tenure
16.3 Years
Average Tenure
16.3 Years
Advisor(s)
Pramerica Life Insurance Limited

Management Team

Feb 09, 2009 –Present
Feb 09, 2009 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
Below Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
39 0
Bond Holding
3 0
Other Holding
1 0
Total Holding
43 0
Equity Holdings
39
Bond Holdings
3
Other Holdings
1
Total Holdings
43
% Assets in Top 10 Holdings
70
Reported Turnover %
As of —
Women Directors %
19
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
7.58 Mar 31, 2021 543,974
INR Indian Rupee
26.70 Financial Services
5.95 Mar 31, 2021 427,236
INR Indian Rupee
-2.85 Energy
5.07 Mar 31, 2021 363,638
INR Indian Rupee
26.39 20.08 Financial Services
4.40 Mar 31, 2021 315,600
INR Indian Rupee
10.00 22.42 Narrow Technology
3.66 Mar 31, 2021 262,600
INR Indian Rupee
-6.57 Industrials
3.59 Mar 31, 2021 257,760
INR Indian Rupee
-7.98 25.19 Wide Technology
2.58 Mar 31, 2021 185,287
INR Indian Rupee
-2.37 9.61 Financial Services
2.41 Mar 31, 2021 172,722
INR Indian Rupee
42.34 Communication Services
1.97 Mar 31, 2021 141,161
INR Indian Rupee
2.91 Financial Services
1.80 Mar 31, 2021 129,401
INR Indian Rupee
38.59 Financial Services
Holdings as of Feb 28, 2025 | This investment's holding data is suppressed to show the top 10.

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