April 7, 2026
RA Jainee
PGIM India Global Equity Opportunities FoF
| Fund at a Glance | |
| NAV Growth (Rs.) | 49.23 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | — |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 5 |
| Benchmark | MSCI All Country World |
| AUM Rs. | 1,511 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.61% |
| 1 Year Return (%) | 13.54 |
| 3 Year Return (%) | 14.90 |
| 5 Year Return (%) | 6.78 |
| 10 Year Return (%) | 13.87 |
| Return Since Launch | 9.60% |
⚖️ Sahifund Review – PGIM India Global Equity Opportunities FoF ✔
✓ PLUS:
• Strong long-term consistency with ~13–14% returns over 3 & 10 years, indicating stable global exposure
• Has outperformed domestic benchmark (BSE 500 TRI) in recent periods, showing diversification benefit
• Reasonable expense ratio (0.61%) for an international FoF structure
• Wide global diversification via MSCI ACWI-linked exposure reduces India-specific risk
• SIP-friendly fund for staggered entry into global markets amid volatility
• Backed by credible fund house PGIM India Mutual Fund with global parent pedigree
• Balanced portfolio approach across geographies and sectors
⚖️ MINUS:
• Underperformance vs peers like Nasdaq-focused FoFs in bull tech cycles
• Weak recent momentum (negative YTD / 3–6 month returns) due to global market corrections
• FoF structure leads to double-layer costs (underlying + top-level)
• Large-cap global bias may limit aggressive upside potential
• Currency risk (USD/INR movement) can impact returns unpredictably
• Lower 5-year return (6.78%) indicates phase of underperformance
• Limited alpha generation vs passive global ETFs
Sahifund View (Decisive Line):
A steady global diversification fund—but better suited for long-term SIP investors rather than short-term return seekers.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
International funds are suitable for investors:
1. Seeking exposure in shares of foreign companies for diversification
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• Being a FoF, the fund invests in a set of mutual fund schemes instead of the underlying securities directly.
Fund’s Investment Strategy:
The scheme seeks to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors.
Fund Manager:
1) Anandha Padmanabhan Anjeneyan
Education: Mr. Anjeneyan is a B. Com, ACA, CFA, FRM
Experience: Prior to joining PGIM India Asset Management Pvt Ltd, he has worked with Renaissance Investment Managers Private Limited, Canara Robeco Asset Management Company Limited.
2) Vivek Sharma
Education: Mr. Sharma is a PGDM Finance
Experience: Prior to joining PGIM India Asset Management Pvt. Ltd. – Equity Analyst and Asst. Fund Manager, he has worked with ICICI Securities Ltd. – Equity Analyst and JP Morgan Services India Pvt. Ltd.- Associate – Investment Banking.
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 Global Equity Opportunities FoF
| Fund House | PGIM India Mutual Fund |
| Launch Date | 01-Jan-2013 |
| Return Since Launch | 9.60% |
| Benchmark | MSCI All Country World |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,511 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.61% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 4.00% |
PGIM India Global Equity Opportunities Fund oF Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| PGIM India Global Equity Opportunities FoF Dir | -7.06 | -1.70 | -2.69 | -7.22 | -9.35 | 13.54 | 14.90 | 6.78 | 14.07 | 13.87 |
| BSE 500 TRI | -12.19 | 0.08 | -8.27 | -13.01 | -8.54 | -0.79 | 13.62 | 11.89 | 12.78 | 13.79 |
Peer Comparison of PGIM India Global Equity Opportunities Fund oF Fund
| 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 India Global Equity Opportunities FoF Dir | Unrated | 13.54 | 14.90 | 6.78 | 0.61 | 1,511 | 9.60 | 0.50 (90) | 13Y 3M | 4.00 |
| Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 31.46 | 31.23 | 19.85 | 0.22 | 5,882 | 24.68 | 1.00 (15) | 7Y 4M | — |
| Franklin U.S. Opportunities Equity Active FoF Dir | Unrated | 17.34 | 20.46 | 10.11 | 0.61 | 4,462 | 16.58 | 1.00 (365) | 13Y 3M | 2.44 |
| Kotak US Specific Equity Passive FoF Dir | Unrated | 33.70 | 27.60 | 18.06 | 0.24 | 3,707 | 17.22 | — | 5Y 2M | 1.12 |
| Edelweiss US Technology Equity FoF Dir | Unrated | 27.37 | 26.42 | 11.39 | 0.73 | 3,350 | 20.68 | 1.00 (90) | 6Y | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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