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- 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: 47.5%. 5-year CAGR: 8.23%.

PGIM India

PGIM India Global Equity Opportunities Fund of Fund- Dividend

Latest NAV

₹22.1700

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	+1.33%	+0.09%	+1.24	5 / 25	Q1
1W	+0.23%	+0.93%	-0.71	19 / 25	Q4
2W	+3.89%	-2.39%	+6.28	6 / 26	Q1
1M	+3.21%	-1.98%	+5.19	11 / 26	Q2
3M	+6.84%	-0.35%	+7.20	9 / 26	Q2
6M	-0.72%	+2.63%	-3.35	18 / 26	Q3
YTD	+5.98%	+5.94%	+0.04	14 / 26	Q3
1Y	-25.20%	+14.34%	-39.55	23 / 25	Q4
2Y	-17.38%	+5.26%	-22.64	23 / 25	Q4
3Y	+3.13%	+5.41%	-2.27	17 / 25	Q3
4Y	+8.13%	+3.49%	+4.63	15 / 25	Q3
5Y	+8.23%	+6.62%	+1.61	10 / 23	Q2
7Y	+8.33%	+10.73%	-2.40	13 / 15	Q4
10Y	—	—	—	—	—
Inception	+8.49%	+2.25%	+6.24	9 / 26	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	+5.98%	+14.97%	-8.99	7 / 11
2022	-38.13%	-16.19%	-21.94	10 / 10
2021	+4.66%	+8.26%	-3.59	8 / 12
2020	+72.16%	+18.86%	+53.30	1 / 14
2019	+31.05%	+26.46%	+4.60	5 / 14
2018	+0.69%	-6.08%	+6.77	3 / 14
2017	+11.42%	+16.48%	-5.06	11 / 15
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

+13.78%

72 windows

min -41.1% · max 72.2%

81% positive

3-Year rolling

+18.14%

48 windows

min 3.1% · max 33.9%

100% positive

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

5-Year rolling

+15.46%

23 windows

min 7.9% · max 23.3%

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

33.47%

3-year · annualised

Sharpe ratio

0.07

vs risk-free 6.5%

Sortino ratio

0.10

Downside-only deviation

Max drawdown

-47.47%

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	₹34.3100	2 Jun 2026
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹15.2620	2 Jun 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - IDCW	Bandhan	₹13.2706	2 Jun 2026
Aditya Birla Sun Life Global Emerging Opportunities Fund - Direct - IDCW	Aditya Birla Sun Life	₹32.9488	2 Jun 2026
Kotak Global Emerging Market Overseas Equity Omni FOF - Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹46.2960	2 Jun 2026
DSP BlackRock World Energy Fund - Regular Plan - Dividend	DSP BlackRock	₹21.6135	2 Jun 2026
DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹22.9501	2 Jun 2026
HSBC Brazil Fund - IDCW	HSBC	₹10.3242	2 Jun 2026
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW	Axis	₹25.7113	2 Jun 2026
Sundaram BNP Paribas Global Advantage Fund Dividend	Sundaram BNP Paribas	₹35.4198	2 Jun 2026

Recent NAVs

Date	NAV
20 Jan 2023	₹22.1700
19 Jan 2023	₹21.8800
18 Jan 2023	₹22.3100
17 Jan 2023	₹22.3900
16 Jan 2023	₹22.1100
13 Jan 2023	₹22.1200
12 Jan 2023	₹21.9300
11 Jan 2023	₹21.7200
10 Jan 2023	₹21.5700
9 Jan 2023	₹21.5800

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- Dividend is ₹22.1700. It's a Fund of Funds - Overseas from PGIM India, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

PGIM India Global Equity Opportunities Fund of Fund- Dividend has NAV history starting from 08 Mar 2016, a track record of about 10 years 2 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- 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- Dividend has delivered a absolute return of -25.20% — -39.55 pp behind the Fund of Funds - Overseas category average of 14.34%. The fund ranks #23 of 25 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, PGIM India Global Equity Opportunities Fund of Fund- Dividend has delivered a CAGR of 3.13% — -2.27 pp behind the Fund of Funds - Overseas category average of 5.41%. The fund ranks #17 of 25 in its category — the third (Q3) quartile.

Over the trailing 5-year window, PGIM India Global Equity Opportunities Fund of Fund- Dividend has delivered a CAGR of 8.23% — +1.61 pp ahead of the Fund of Funds - Overseas category average of 6.62%. The fund ranks #10 of 23 in its category — the second (Q2) quartile.

₹1 lakh invested in PGIM India Global Equity Opportunities Fund of Fund- Dividend exactly 5 years ago would be worth approximately ₹148,493 today — a multiplier of 1.48×, based on the 5-year CAGR of 8.23%. The category average over the same window would have grown ₹1 lakh to ₹137,803.

A ₹10,000 monthly SIP in PGIM India Global Equity Opportunities Fund of Fund- Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹633,564 today. That's an XIRR (money-weighted annualised return) of 2.14%.

PGIM India Global Equity Opportunities Fund of Fund- Dividend doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹633,564 — XIRR 2.14%.

On a 5-year basis, PGIM India Global Equity Opportunities Fund of Fund- Dividend ranks #10 out of 23 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 6.62%; this fund delivered 8.23%.

The worst peak-to-trough decline PGIM India Global Equity Opportunities Fund of Fund- Dividend has experienced over the last 5-year window is 47.47% — 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- Dividend averaged 15.46% (best 23.35%, worst 7.87%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.20 — weak risk-adjusted performance.

In calendar year 2022, PGIM India Global Equity Opportunities Fund of Fund- Dividend returned -38.13% — lagging the Fund of Funds - Overseas category average of -16.19% by 21.94 pp. It ranked #10 of 10 in its category that year.

PGIM India Global Equity Opportunities Fund of Fund- 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- 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: 47.5%. 5-year CAGR: 8.23%.

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