PGIM India Global Equity Opportunities Fund of Fund
Pgim India Global Equity Opportunities Fund Growth invests worldwide in global companies for broad international exposure.
What This Strategy Does
CW Expert Research Notes
Consistent Outperformance
The fund has demonstrated resilient benchmark-relative behavior, outperforming in 10 out of the past 12 years, highlighting its ability to deliver consistent outcomes across market cycles.
Concentrated Technology Exposure
The strategy's differentiated construction reflects a conviction-driven approach, with a substantial 47% allocation to the technology sector, complemented by meaningful positions in industrials and consumer cyclicals.
Secular Growth Opportunity
The fund's portfolio role is well-positioned to capitalize on structural trends driving technology adoption and innovation, while its reasonable valuation and diversification across market capitalizations mitigate potential risks.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential global recession triggered by persistent inflation could undermine earnings growth, mitigated by diversification across sectors.
Liquidity Risk
Elevated volatility in mid-cap holdings could impair rebalancing, mitigated by large-cap bias and cash buffers.
Concentration Risk
Outsized mid-cap exposure relative to peers amplifies stock-specific risks like Zomato's path to profitability, offset by diversification.
Specific Strategy Risk
Regulatory tightening on tech sector in India could pressure growth stocks, monitored via bottom-up research process.
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 in a diversified portfolio of international equity funds, this approach aims to capture growth potential across geographies and sectors while mitigating concentration risk.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Anandha Padmanabhan Anjeneyan
Anandha Padmanabhan Anjeneyan has experience of 5 years. Manages 91 funds at PGIM India Asset Management Private Limited with an AUM of approximately ₹1,613 Cr
22 years
Combined Team Experience
₹ 11,223 Cr
Assets Under Management
Vivek Sharma
Co-Portfolio ManagerMr. Vivek Sharma has experience of 16 years. Manages 101 funds at PGIM India Asset Management Private Limited with an AUM of approximately ₹9,610 Cr
CW Expert Take
PGIM India combines 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
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
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)