PGIM India Global Eq Opp FoF Gr

All Cap

Equity

Global

Global Growth

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Pgim India Global Equity Opportunities Fund Growth invests worldwide in global companies for broad international exposure.

What This Strategy Does

PGIM India Global Eq Opp FoF Reg Gr is an equity fund which captures the ₹200+ trillion global opportunity through a diversified portfolio, deploying capital across technology, industrials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.0% AnnuallyAlpha

+13.3% vs +9.5% benchmarkSince Inception

+14.9% vs +5.7% benchmark3Y Annualized

+3.2% vs +4.7% benchmark5Y Annualized

PGIM India Global Eq Opp FoF Gr

Benchmark Index

Benchmark Performance Comparison

PGIM India Global Equity Opportunities Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation24.1%

Maximum Drawdown-15.2% | Feb 2025

Sharpe Ratio0.16

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides global equity exposure through a fund-of-funds structure, capturing growth opportunities across markets and capitalizations. This approach harnesses the expertise of specialized managers to identify companies with sustainable competitive advantages and attractive valuations.

Portfolio Holdings Overview

SectoralAllocation

Technology41.58%

Consumers20.81%

Capital Goods15.72%

Financial Services0.93%

Services20.96%

Geographic Allocation

International100%

Top Stock Holdings

CompanySectorAllocation

PGIM Jennison Global Eq Opps USD I AccUtilities96.41%

Clearing Corporation Of India Ltd.Utilities3.78%

Net Receivables / (Payables)Utilities-0.18%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Vivek Sharma

Lead Portfolio Manager

Mr. Vivek Sharma has experience of 17 years. Manages 101 funds at PGIM India Asset Management Private Limited with an AUM of approximately ₹9,610 Cr

Anandha Padmanabhan Anjeneyan

Co-Portfolio Manager

Anandha Padmanabhan Anjeneyan has experience of 6 years. Manages 91 funds at PGIM India Asset Management Private Limited with an AUM of approximately ₹1,613 Cr

CW Expert Take

PGIM India brings global institutional practices with local market expertise. Their investment process emphasizes repeatable frameworks and risk-adjusted returns. The fund house maintains distinct teams across asset classes, each with specialized analytical capabilities and clear investment mandates.

22 years

Combined Team Experience

₹ 11,223 Cr

Assets Under Management

Firm Overview

AMCPGIM India Asset Management Private Limited

Total AUM₹27,538.26 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.32%

Exit Load0.5

Regulatory & Tax Information

INF223J01AU8

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)