July 24, 2023
mayank
PGIM India Emerging Markets Equity Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance
NAV Growth: Rs 12.9100
Suitable For Which Investors?
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The fund invests in equities of issuers with headquarter in a member state of the European economic and monetary union(EMU). The fund management tries to identify current & future market leaders while putting special emphasis on the companies’ structural growth and earnings momentum characteristics. Although the fund the primarily invests in large caps; small & mid caps can make up 30% of the fund assets.
Fund Manager:
1) Ojasvi Khicha
Education: Mr. Khicha has done BBA, MBA(Accounting and Finance) and has cleared all three levels of CFA
Experience: Prior to joinig PGIM India Mutual Fund, he has worked with TCG Advisory services Ltd., Axis Capital Ltd., SBICAP Securities, Essex Lake Group, Transparent Value and ICICI Bank
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 5 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 90 days |
Basic Details of PGIM India Emerging Markets Equity Fund
| Fund House | PGIM India Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 2.18% |
| Benchmark | MSCI Emerging Markets |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 124 Cr |
| (As on 30-Jun-2023) | |
| Expense | 1.32% |
| (As on 30-Jun-2023) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
PGIM India Emerging Markets Equity Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| PGIM Ind Emrgng Mkts Eqt Dir | 3.86 | 0.08 | 0.16 | 6.96 | -2.86 | -6.92 | -7.96 | -2.90 | 1.61 | 1.25 |
| S&P BSE 500 TRI* | 9.91 | -0.82 | 4.16 | 14.24 | 10.62 | 19.52 | 24.62 | 14.15 | 14.49 | 15.23 |
PGIM India Emerging Markets Equity Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| PGIM Ind Emrgng Mkts Eqt Dir | Unrated | -6.92 | -7.96 | -2.90 | 1.32 | 124 | 2.18 | 0.50 (90) | 10Y 6M | 98.00 |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 24.89 | 14.73 | — | 0.17 | 4,004 | 23.19 | 1.00 (15) | 4Y 7M | — |
| Franklin Ind Feeder Franklin US Opp Dir | Unrated | 15.14 | 6.49 | 12.56 | 0.55 | 3,291 | 16.45 | 1.00 (365) | 10Y 6M | 2.44 |
| Motilal Oswal S&P 500 Index Fund Dir | Unrated | 18.51 | 15.66 | — | 0.55 | 2,830 | 17.92 | 1.00 (7) | 3Y 2M | 10.00 |
| ICICI Pru US Bluechip Eqt Dir | Unrated | 23.74 | 18.01 | 17.28 | 1.10 | 2,770 | 17.35 | 1.00 (30) | 10Y 6M | 70.00 |
Chanakya’s Mutual Fund Guidance For PGIM India Emerging Markets Equity Fund
Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
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