Pramerica Life - Pension Growth Fund

F00000H38N
NAV / 1-Day Return
Total Assets
7.6 Mil
Inception Date
Feb 09, 2009
Expense Ratio
Fee Level
Load
None
Category
India Insurance Aggressive Allocation
Investment Style
Large Growth
Fixed Income Surveyed Style Box
Status
Open
TTM Yield
0.00%
Turnover
0.00%

Growth of 10,000

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

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
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
4.46
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
5.30
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 62.16 72.37
Fixed Income 36.25 21.66
Preferred 0.00 0.00
Convertible 0.00 0.18
Cash 1.59 5.51
Other 0.00 0.40

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
Low

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
37 0
Bond Holding
3 0
Other Holding
2 0
Total Holding
42 0
Equity Holdings
37
Bond Holdings
3
Other Holdings
2
Total Holdings
42
% Assets in Top 10 Holdings
70
Reported Turnover %
As of —
Women Directors %
19
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of Apr 30, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
7.96 Mar 31, 2021 604,450
INR Indian Rupee
25.88 Financial Services
6.59 Mar 31, 2021 500,180
INR Indian Rupee
-1.90 Energy
5.67 Mar 31, 2021 430,954
INR Indian Rupee
27.50 20.16 Financial Services
3.69 Mar 31, 2021 280,519
INR Indian Rupee
9.28 23.31 Narrow Technology
3.65 Mar 31, 2021 277,303
INR Indian Rupee
5.59 Industrials
3.36 Mar 31, 2021 255,574
INR Indian Rupee
-6.99 25.00 Wide Technology
2.79 Mar 31, 2021 212,147
INR Indian Rupee
0.14 Financial Services
2.70 Mar 31, 2021 205,095
INR Indian Rupee
30.79 Communication Services
2.17 Mar 31, 2021 164,715
INR Indian Rupee
2.79 Financial Services
1.98 Mar 31, 2021 150,151
INR Indian Rupee
23.34 Financial Services
Holdings as of Apr 30, 2025 | This investment's holding data is suppressed to show the top 10.

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