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PGIM India Global Eq Opp FoF

PGIM India Global Eq Opp FoF

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

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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 across technology, industrials, and consumer sectors to achieve broad-based earnings growth.

CW Expert Research Notes

Performance and Risk Analysis

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

Fund Performance

Fund Performance

0.0% AnnuallyAlpha
+13.0% vs +9.2% benchmarkSince Inception
+15.3% vs +5.9% benchmark3Y Annualized
+2.9% vs +4.4% benchmark5Y Annualized
PGIM India Global Eq Opp FoF
Benchmark Index
Fund Performance

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

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, violating fund's growth thesis.

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

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

Core Investment Theme

Core Investment Theme

Provides global diversification and access to growth opportunities beyond India's borders. By investing in equity funds focused on developed and emerging markets worldwide, this approach aims to capture upside from the world's leading innovators and disruptors.

Broader Market View

Market Outlook

The global economy faces headwinds from elevated inflation and tightening monetary policies. However, opportunities exist in sectors poised to benefit from secular trends like digitalization and sustainability.

Why This Strategy is Attractive Now

This strategy aims to capitalize on long-term structural growth drivers while mitigating risks through diversification. Its focus on quality companies with strong fundamentals can provide resilience during market volatility.

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 relative to their growth prospects.

Why it Makes Sense

In the current environment of moderating economic growth and elevated uncertainty, a Quality Growth approach can provide exposure to companies with resilient business models, pricing power, and the ability to compound earnings through cycles.

High-Level Investment Process

Sourcing: The strategy appears to focus on companies with strong franchises, sustainable competitive moats, and attractive growth runways, sourced through rigorous fundamental research and industry expertise. Selection: The selection process suggests a preference for businesses with durable growth drivers, healthy profitability, disciplined capital allocation, and reasonable valuations relative to their long-term growth potential. Construction: Portfolio construction is consistent with a focus on risk management through diversification across sectors and individual positions, while maintaining an overweight to quality growth opportunities aligned with the strategy's core philosophy.
Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Technology41.58%
Consumers20.81%
Capital Goods15.72%
Financial Services0.93%
Services20.96%

Geographic Allocation

International100%
Top Stock Holdings

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

Fund Manager Track Record

AP

Anandha Padmanabhan Anjeneyan

Lead 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

VS
Vivek Sharma
Co-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

CW Expert Take
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.

Team

22 years

Combined Team Experience

AUM

₹ 11,223 Cr

Assets Under Management

Firm OverviewFirm Overview

AMCPGIM India Asset Management Private Limited
Total AUM₹27,538.26 Cr

Investment Philosophy & Approach

Disciplined Approach

Disciplined Approach

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

Risk Management

Risk Management

Risk management is an integral part of the investment process.

Long-Term Perspective

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.

iconCosts and Fees

Total Expense Ratio (TER)2.32%
Exit Load0.5%

iconRegulatory & Tax Information

INF223J01AU8
verified
ISIN
DailyDealing Frequency

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

STCG | <1Year 20%%

Tax Implications (India)
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