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PGIM India Global Equity Opportunities FoF Direct-Growth
Equity: International - Growth (Open ended) Factsheet
NAV: ₹58.26-2.61%
16 Jul 2026
Rolling Returns Analysis
Rolling annualized returns of PGIM India Global Equity Opportunities FoF Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 16 Jan, 2014 - 16 Jul, 2026 | 05 Feb, 2016 - 16 Jul, 2026 | 19 Feb, 2018 - 16 Jul, 2026 | 28 Feb, 2020 - 22 Jan, 2026 |
| Average returns | 13.27% | 11.72% | 12.95% | 13.51% |
| Standard deviation | 23.23% | 11.66% | 6.87% | 3.41% |
| Best returns | 97.29% 1 year ending on 23 Mar, 2021 | 37.43% 3 years ending on 08 Dec, 2021 | 27.30% 5 years ending on 15 Feb, 2021 | 18.81% 7 years ending on 10 Jul, 2024 |
| Worst returns | -39.84% 1 year ending on 09 Nov, 2022 | -5.61% 3 years ending on 28 Sep, 2016 | -0.72% 5 years ending on 28 Dec, 2018 | 2.80% 7 years ending on 18 Mar, 2020 |
| Period with positive return | 74.23% | 79.30% | 99.75% | 100.00% |
| Period with return > 5% | 63.41% | 64.89% | 78.20% | 99.16% |
| Period with return > 10% | 54.11% | 52.05% | 66.63% | 82.30% |
| Period with return > 15% | 42.40% | 34.04% | 43.45% | 36.59% |
| Beat % Category | 41.67% | 49.57% | 68.95% | 98.03% |
| Beat % Benchmark | 44.21% | 37.20% | 52.90% | 50.56% |
Trailing Returns
Point-to-point returns of PGIM India Global Equity Opportunities FoF Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
10%
20%
30%
10.0%
17.8%
-7.2%
YTD
-4.7%
-1.5%
0.7%
1 M
8.9%
13.6%
-5.7%
6 M
17.2%
38.7%
-3.4%
1 Y
16.8%
23.4%
8.2%
3 Y
8.0%
12.9%
9.9%
5 Y
15.0%
12.8%
12.3%
10 Y
Fund
Equity: International
MSCI All Country World Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 9.99% | -4.73% | 8.94% | 17.25% | 16.76% | 7.95% | 14.96% | 10.76% |
| Equity: International | 17.84% | -1.46% | 13.63% | 38.70% | 23.44% | 12.89% | 12.80% | - |
| MSCI All Country World Index | -7.23% | 0.66% | -5.72% | -3.42% | 8.17% | 9.90% | 12.27% | - |
| Rank in category | 50 | 48 | 48 | 56 | 47 | 33 | 6 | - |
| Funds in category | 59 | 59 | 59 | 59 | 58 | 40 | 27 | - |
Period Returns
Calendar-year, quarterly and monthly return history of PGIM India Global Equity Opportunities FoF Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of PGIM India Global Equity Opportunities FoF Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of PGIM India Global Equity Opportunities FoF Direct-Growth?
PGIM India Global Equity Opportunities FoF Direct-Growth has delivered a 1-year return of 17.25% as of 16 Jul 2026. During the same period, its benchmark MSCI All Country World Index returned -3.42%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of PGIM India Global Equity Opportunities FoF Direct-Growth?
PGIM India Global Equity Opportunities FoF Direct-Growth has delivered a 3-year CAGR of 16.76% as of 16 Jul 2026. Its benchmark MSCI All Country World Index returned 8.17% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of PGIM India Global Equity Opportunities FoF Direct-Growth?
PGIM India Global Equity Opportunities FoF Direct-Growth has delivered a 5-year CAGR of 7.95% as of 16 Jul 2026. Its benchmark MSCI All Country World Index returned 9.90% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of PGIM India Global Equity Opportunities FoF Direct-Growth since inception?
Since its launch on 31 Dec 2012, PGIM India Global Equity Opportunities FoF Direct-Growth has delivered a CAGR of 10.76%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has PGIM India Global Equity Opportunities FoF Direct-Growth performed vs its category over the long term?
Over the long term, PGIM India Global Equity Opportunities FoF Direct-Growth has ranked 47 out of 58 funds in the Equity: International category on a 3-year basis, and 33 out of 40 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of PGIM India Global Equity Opportunities FoF Direct-Growth?
The Sharpe ratio of PGIM India Global Equity Opportunities FoF Direct-Growth is 0.80 (as of 16 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of PGIM India Global Equity Opportunities FoF Direct-Growth?
The alpha of PGIM India Global Equity Opportunities FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of PGIM India Global Equity Opportunities FoF Direct-Growth?
The beta of PGIM India Global Equity Opportunities FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of PGIM India Global Equity Opportunities FoF Direct-Growth?
The average 1-year and 3-year rolling returns of PGIM India Global Equity Opportunities FoF Direct-Growth is 13.27% and 11.72% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.