PGIM India Global Eq Opp FoF Reg Gr

All Cap

Equity

Global

Global Growth

Others

Emotionally driven Investor Profile

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 ₹100+ trillion global opportunity through a diversified portfolio across technology, industrials, and consumer sectors to achieve broad-based earnings growth.

CW Expert Research Notes

Resilient Downside Protection

The fund's low volatility of 24.149 and positive Sharpe ratio of 0.448 suggest resilience in downside protection and consistency in delivering risk-adjusted returns.

Concentrated Technology Exposure

With a 41.57669% allocation to the technology sector and a 43.71679% allocation to giant-cap stocks, the fund expresses high conviction in large technology companies.

Cyclical Earnings Participation

The fund's 19.07265% allocation to consumer cyclicals and 15.72143% allocation to industrials position it to participate in earnings growth during economic expansions.

Performance and Risk Analysis

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

Fund Performance

0.0% AnnuallyAlpha

+14.2% vs +9.3% benchmarkSince Inception

+17.4% vs +5.1% benchmark3Y Annualized

+6.1% vs +5.2% benchmark5Y Annualized

PGIM India Global Eq Opp FoF Reg Gr

Benchmark Index

Benchmark Performance Comparison

Pgim India Global Equity Opportunities Fund

NIFTY 50

Risk Profile

Standard Deviation24.1%

Maximum Drawdown-15.2% | Feb 2025

Sharpe Ratio0.16

Detailed Risks

Market Risk

Potential global economic slowdown could dampen corporate earnings and consumer demand.

Liquidity Risk

High mid-cap allocation may face liquidity constraints during market sell-offs.

Concentration Risk

Concentrated exposure to Indian equities poses risks from domestic policy shifts.

Specific Strategy Risk

Fund's global focus exposes it to currency fluctuations and geopolitical tensions.

Strategy Details

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

Core Investment Theme

Provides exposure to global equity opportunities through a fund-of-funds structure. By investing across international markets, this approach aims to capture growth potential beyond India's borders while maintaining a core domestic allocation.

Broader Market View

Market Outlook

Equity markets appear to be entering a mid-cycle phase, with consumption and earnings recovery gaining traction. This normalization backdrop, supported by revival in capex and credit growth, offers an attractive entry point. However, risks such as margin pressures and cyclicality in sectors like consumer discretionary and industrials warrant a balanced approach.

Why This Strategy is Attractive Now

The strategy seems well-positioned to capitalize on the current environment through its exposure to market-leading consumer, financial, and technology companies. With around 70 holdings diversified across defensives and cyclicals, the portfolio appears to balance growth opportunities with stability. Moderate risk metrics suggest a risk-adjusted stance aligned with this market phase.

Investment Style & Process

Investment Style

The portfolio exhibits characteristics of a Quality Growth strategy, emphasizing companies with durable competitive advantages, consistent earnings growth, and reasonable valuations across a mix of market capitalizations.

Why it Makes Sense

In the current environment of moderating economic growth and elevated uncertainty, a Quality Growth approach focused on companies with pricing power, recurring revenue streams, and strong balance sheets can provide a degree of defensiveness while participating in secular growth opportunities.

High-Level Investment Process

Sourcing: The strategy appears to source investment ideas through a combination of quantitative screening for quality metrics and fundamental research to identify companies with sustainable competitive advantages, strong management teams, and attractive growth runways. Selection: The selection process suggests a preference for companies that can compound earnings growth through pricing power, operating leverage, and market share gains, while maintaining disciplined valuation criteria. Construction: Portfolio construction is consistent with a multi-capitalization approach that balances conviction-weighted positions in quality compounders with diversification across sectors and investment themes to manage risk.

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 Acc96.41%

Clearing Corporation Of India Ltd.3.78%

Net Receivables / (Payables)-0.18%

Fund House Management

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

Fund Manager Track Record

Vivek Sharma

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

22 years

Combined Team Experience

₹ 11,223 Cr

Assets Under Management

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.

Firm Overview

Total AUM₹27,538.26 Cr

Investment Philosophy & Approach

Disciplined Approach

PGIM India follows a disciplined investment approach focused on rigorous research.

Risk Management

Risk management is embedded in the investment process through diversification.

Long-Term Perspective

The fund house adopts a long-term perspective in capital allocation.

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)