PGIM India Global Select Real Estate Securities FoF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 10.7900
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 scheme seeks to generate long term capital appreciation from investing in the units of PGIM Global Select Real Estate Securities Fund, which primarily invests in REITs and equity and equity related securities of real estate companies located throughout the world.
Fund Manager:
1) Chetan Gindodia
Education: Mr. Gindodia has done B.Com, CA and CFA
Experience: Prior to joining PGIM India Mutual Fund, he has worked with AlfAccurate Advisors, Multi-Act India and EY
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) | — |
Lock-in Period | NA |
Exit Load | 0.5% for redemption within 90 days |
Basic Details of PGIM India Global Select Real Estate Securities FoF
Fund House | PGIM India Mutual Fund |
Launch Date | 03-Dec-21 |
Return Since Launch | 2.44% |
Benchmark | FTSE EPRA Nareit Developed Index |
Riskometer | Very High |
Type | Open-ended |
Assets | Rs 51 Cr |
(As on 31-Dec-2024) | |
Expense | 1.28% |
(As on 31-Dec-2024) | |
Risk Grade | — |
Return Grade | — |
Turnover | — |
Trailing Returns (%) of PGIM India Global Select Real Estate Securities Fund of Fund
Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
PGIM India Global Select Real Estate Sec FoF Dir | 1.60 | -0.83 | 1.70 | -2.71 | 4.55 | 13.46 | 2.80 | — | — | — |
BSE 500 TRI | -4.95 | 1.54 | -5.23 | -6.79 | -9.16 | 8.44 | 14.06 | — | — | — |
Peer Comparison of PGIM India Global Select Real Estate Securities 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 Select Real Estate Sec FoF Dir | Unrated | 13.46 | 2.80 | — | 1.28 | 51 | 2.44 | 0.50 (90) | 3Y 1M | — |
Motilal Oswal Nasdaq 100 FOF Dir | Unrated | 45.86 | 25.11 | 26.20 | 0.24 | 6,587 | 27.18 | 1.00 (15) | 6Y 2M | — |
Franklin India Feeder Franklin US Opp Dir | Unrated | 27.98 | 15.51 | 17.09 | 0.62 | 3,749 | 18.01 | 1.00 (365) | 12Y | 2.44 |
Kotak Nasdaq 100 FOF Dir | Unrated | 27.73 | 20.35 | — | 0.30 | 3,434 | 17.15 | — | 3Y 11M | 1.15 |
Edelweiss US Technology Equity FoF Dir | Unrated | 32.66 | 22.91 | — | 0.68 | 2,645 | 24.55 | 1.00 (90) | 4Y 10M | — |
Chanakya’s Mutual Fund Guidance For PGIM India Global Select Real Estate Securities FoF
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