Should I invest in PGIM India Global Equity Opportunities Fund of Fund?

We don't give personal investment advice. PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 43.4%. 5-year CAGR: 11.86%.

PGIM India

PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend

Latest NAV

₹29.1800

As of

20 Jan 2023

1,696 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+1.32%	-0.85%	+2.17	2 / 40	Q1
1W	+0.24%	-0.60%	+0.84	17 / 40	Q2
2W	+3.92%	-0.65%	+4.56	4 / 40	Q1
1M	+3.29%	-0.87%	+4.16	6 / 40	Q1
3M	+7.12%	+4.22%	+2.91	12 / 40	Q2
6M	-0.21%	+7.73%	-7.93	35 / 39	Q4
YTD	+6.03%	+11.22%	-5.19	30 / 39	Q4
1Y	-19.10%	+26.45%	-45.56	38 / 39	Q4
2Y	-12.63%	+18.43%	-31.06	37 / 38	Q4
3Y	+8.16%	+17.94%	-9.78	32 / 34	Q4
4Y	+12.28%	+18.21%	-5.93	26 / 32	Q4
5Y	+11.86%	+10.51%	+1.35	11 / 27	Q2
7Y	+11.27%	+12.30%	-1.03	12 / 17	Q3
10Y	—	—	—	—	—
Inception	+11.49%	+10.45%	+1.04	14 / 39	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2023 YTD	+6.03%	+19.92%	-13.89	23 / 32
2022	-33.10%	-14.30%	-18.79	26 / 28
2021	+8.25%	+10.75%	-2.51	12 / 20
2020	+74.12%	+18.07%	+56.05	1 / 19
2019	+32.04%	+25.51%	+6.53	4 / 19
2018	+2.22%	-5.22%	+7.44	3 / 19
2017	+12.97%	+13.12%	-0.15	12 / 19
2016	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.73%

72 windows

min -36.3% · max 74.1%

82% positive

3-Year rolling

+20.88%

48 windows

min 8.2% · max 37.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+18.48%

23 windows

min 11.5% · max 25.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

33.25%

3-year · annualised

Sharpe ratio

0.22

vs risk-free 6.5%

Sortino ratio

0.31

Downside-only deviation

Max drawdown

-43.42%

Nov 2021 → Jun 2022

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Overseas

Scheme	Fund house	NAV	As of
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - IDCW	ICICI Prudential	₹36.3700	17 Jul 2026
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹13.0237	17 Jul 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - IDCW	Bandhan	₹13.4869	17 Jul 2026
Aditya Birla Sun Life US Equity Passive FOF-Direct IDCW	Aditya Birla Sun Life	₹22.5819	17 Jul 2026
Kotak Global Emerging Market Overseas Equity Omni FOF - Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹41.5050	17 Jul 2026
DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹21.3384	17 Jul 2026
HSBC Brazil Fund - IDCW Direct Plan	HSBC	₹11.3337	17 Jul 2026
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW	Axis	₹25.8323	17 Jul 2026
Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW	Sundaram	₹40.0504	16 Jul 2026

Recent NAVs

Date	NAV
20 Jan 2023	₹29.1800
19 Jan 2023	₹28.8000
18 Jan 2023	₹29.3600
17 Jan 2023	₹29.4600
16 Jan 2023	₹29.0900
13 Jan 2023	₹29.1100
12 Jan 2023	₹28.8600
11 Jan 2023	₹28.5800
10 Jan 2023	₹28.3800
9 Jan 2023	₹28.4000

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 20 Jan 2023, the NAV of PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend is ₹29.1800. It's a Fund of Funds - Overseas from PGIM India, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend has NAV history starting from 08 Mar 2016, a track record of about 10 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend is managed by PGIM India. It's classified by AMFI under the 'Fund of Funds - Overseas' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend has delivered a absolute return of -19.10% — -45.56 pp behind the Fund of Funds - Overseas category average of 26.45%. The fund ranks #38 of 39 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend has delivered a CAGR of 8.16% — -9.78 pp behind the Fund of Funds - Overseas category average of 17.94%. The fund ranks #32 of 34 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend has delivered a CAGR of 11.86% — +1.35 pp ahead of the Fund of Funds - Overseas category average of 10.51%. The fund ranks #11 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend exactly 5 years ago would be worth approximately ₹175,150 today — a multiplier of 1.75×, based on the 5-year CAGR of 11.86%. The category average over the same window would have grown ₹1 lakh to ₹164,823.

A ₹10,000 monthly SIP in PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹714,166 today. That's an XIRR (money-weighted annualised return) of 6.89%.

PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹714,166 — XIRR 6.89%.

On a 5-year basis, PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend ranks #11 out of 27 funds in the Fund of Funds - Overseas category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.51%; this fund delivered 11.86%.

The worst peak-to-trough decline PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend has experienced over the last 5-year window is 43.42% — its NAV fell from a high on 08 Nov 2021 to a low on 16 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend averaged 18.48% (best 25.88%, worst 11.54%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.32 — weak risk-adjusted performance.

In calendar year 2022, PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend returned -33.10% — lagging the Fund of Funds - Overseas category average of -14.30% by 18.79 pp. It ranked #26 of 28 in its category that year.

PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. PGIM India Global Equity Opportunities Fund of Fund- Direct Plan - Dividend is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 43.4%. 5-year CAGR: 11.86%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.