"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. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|S&P BSE 500 TRI||-1.73||0.29||-2.99||-0.88||--||--||--||--||--||--||--|
As on 28-Jan-2022
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|PGIM India Global Select Real Estate Securities FoF - Regular Plan||Dec-21||--||--||--||--||124|
|Motilal Oswal NASDAQ 100 Exchange Traded Fund||Mar-11||10.02||29.78||24.18||0.58%||6,273|
|Motilal Oswal Nasdaq 100 FOF - Regular Plan||Nov-18||12.07||30.49||--||0.50%||4,471|
|Franklin India Feeder Franklin US Opportunities Fund | Invest Online Now||Feb-12||0.12||19.53||17.51||1.54%||4,167|
|Motilal Oswal S&P 500 Index Fund - Regular Plan||Apr-20||17.92||--||--||1.09%||2,737|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||2.42||28-Dec-2021 - 04-Jan-2022||-3.87||04-Jan-2022 - 11-Jan-2022|
|Month||-0.58||14-Dec-2021 - 13-Jan-2022||-5.80||28-Dec-2021 - 27-Jan-2022|
|S&P BSE 500 TRI*||20.28||21.92||0.75||0.85||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
* As on 31-Dec-2021
|The underlying data is unavailable.|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|PGIM Global Select Real Estate Securities||Financial||--||97.88|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Dec-2021
Education: Mr. Adukia is a CA, CS, CFA
Experience: Prior to joining PGIM India Asset Management Pvt. Ltd. - Equity Analyst and Dedicated Fund Manager - Overseas Investments, he has worked with Nomura Financial Advisory & Services India (P) Ltd. - Vice President (Equities) and Irevna Research Services (P) Ltd (Unit of Crisil Ltd) - Manager (Research).
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.
|Min. Investment (₹)||5,000|
|Min. Addl Investment (₹)||1,000|
|Min. SIP Investment (₹)||1,000|
|Min. No of Cheques||5|
|Min. Withdrawal (₹)||1,000|
|Min. Balance (₹)||--|
|Lock-in Period||Not Applicable|
|Exit Load||0.5% for redemption within 90 days|
|Fund House:||PGIM India Mutual Fund|
|Return Since Launch:||-0.90%|
|Benchmark:||FTSE EPRA Nareit Developed Index|
|Assets:||₹ 124 Cr (As on 31-Dec-2021)|
|Expense:||-- (As on )|
AMC: PGIM India Asset Management Pvt. Ltd.
Address: 4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex, Bandra (East), Mumbai - 400051
Phone: 022-61593000 / 1800-266-2667
Email: [email protected]
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Email: [email protected]