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PGIM India Global Equity Opportunities Fund - Growth

Category: Fund of Funds-Overseas
Launch Date: 14-05-2010
Asset Class: Equity
Benchmark: S&P BSE India Bond Index
Expense Ratio: 2.42% As on (31-05-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,269.08 Cr As on (30-06-2021)
Turn over: 187.0
NAV as on 23-07-2021

37.29

0.48 (1.2872%)

CAGR Since Inception

12.47%

S&P BSE India Bond Index 9.35%

PERFORMANCE of PGIM India Global Equity Opportunities Fund - Growth

Scheme Performance (%) Data as on - 26-07-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
PGIM India Global Equity Opportunities Fund - Growth 31.3 30.89 21.68 12.02 12.47
S&P BSE India Bond Index 7.71 9.52 8.9 8.94 9.35
Fund of Funds-Overseas 27.43 12.96 11.7 6.6 9.65

Yearly Performance (%)

Fund Managers

Ravi Adukia

Investment Objective

The scheme seeks to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors.

RETURNS CALCULATOR for PGIM India Global Equity Opportunities Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of PGIM India Global Equity Opportunities Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
PGIM India Global Equity Opportunities Fund - Growth 12.35 -0.01 -7.33 1.19 - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION of PGIM India Global Equity Opportunities Fund - Growth

Period
Data as on - 26-07-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
PGIM India Global Equity Opportunities Fund - Growth 14-05-2010 31.3 39.33 30.89 21.68 12.02
Principal Global Opportunities Fund-Growth Option 29-03-2004 44.2 25.96 14.38 15.94 9.46
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth 05-03-2020 43.01 0.0 0.0 0.0 0.0
DSP World Mining Fund - Regular Plan - Growth 29-12-2009 38.66 27.63 20.59 16.91 1.74
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 05-02-2012 35.79 34.71 25.41 23.86 0.0
Invesco India Feeder - Invesco Global Equity Income Fund - Regular Plan - Growth 05-05-2014 35.09 17.71 9.86 10.92 0.0
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option 07-08-2013 35.08 19.53 13.86 12.63 0.0
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option 31-12-2007 35.01 10.65 8.77 4.24 8.33
DSP US Flexible Equity Fund - Regular Plan - Growth Option 03-08-2012 34.98 27.16 18.15 18.16 0.0
Sundaram Global Brand Fund Regular Plan - Growth 24-08-2007 33.64 23.4 15.19 13.05 7.89

PORTFOLIO ANALYSIS of PGIM India Global Equity Opportunities Fund - Growth

Asset Allocation (%)