Pgim India Global Equity Opportunities Fund - Regular Plan - Growth

Global | Diversified

(NAV as of 16/04/2024)

38.68 (0.05)

3Y Returns

3.05%

Min SIP

₹1000

Min Lumpsum

₹5000

Expense Ratio

2.38%

Fund Size

₹1358 Cr

Inception Date

13-May-10

Fund Manager

Ojasvi Khicha

Exit Load

0.50% on or before 90D, Nil after 90D.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the S&P 500 Index benchmark but its beta is more than Global category average when compared on the 5 year period.

Fund Size

This fund has a medium range AUM.

SIP Returns

This fund has given more SIP returns than the S&P 500 Index benchmark and among the top quartile in Global category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the S&P 500 Index benchmark and among the top quartile in Global category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the S&P 500 Index benchmark and its alpha is more than Global category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the S&P 500 Index benchmark and among the top quartile in Global category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the S&P 500 Index benchmark and among the top quartile in Global category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

0.00%

Debt & Others

100.00%

Market Cap Allocation

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

0.00%

Other Cap

100.00%

Sector Allocation

Overseas Mutual Fund Units

99.02%

Cash/Deposits/Margins/Treps/Repo/Swaps

0.98%

Top Ten Holdings

PGIM Jennison Global Equity Opportunities Fund

99.02%

Clearing Corporation of India Limited

1.75%

Net Receivables / Payables

-0.77%

Investment Objective

The Primary Investment Objective Of The Scheme Is To Generate Long Term Capital Growth From A Diversified Portfolio Of Units Of Overseas Mutual Funds. However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Achieved. The Scheme Does Not Guarantee/Indicate Any Returns.

Fund House Detail

AMC Name

PGIM India Asset Management Private Limited

Scheme Document

https://www.pgimindiamf.com/forms-and-updates/sid-and-sai#SID

Address

Nirlon House, 2nd Floor,Dr. Annie Besant Road, Worli,Mumbai - 400 030

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