1 LakhInvestment Grown to
₹ 10000Monthly SIP Grown to
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||33.27||-0.10||1.09||8.02||13.05||25.25||71.90||19.57||16.51||14.49||15.80|
As on 24-Sep-2021
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|PGIM India Emerging Markets Equity Fund | Invest Online||Sep-07||32.81||9.10||11.07||2.43||256|
|Motilal Oswal NASDAQ 100 Exchange Traded Fund||Mar-11||41.66||27.59||27.72||0.56||5,125|
|Franklin India Feeder Franklin US Opportunities Fund | Invest Online Now||Feb-12||35.34||22.86||23.77||1.56||3,919|
|Motilal Oswal Nasdaq 100 FOF - Regular Plan | Invest Online||Nov-18||38.17||--||--||0.50||3,631|
|Motilal Oswal S&P 500 Index Fund - Regular Plan | Invest Online||Apr-20||35.93||--||--||1.06||2,058|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||15.75||09-Mar-2009 - 18-Mar-2009||-23.07||09-Mar-2020 - 17-Mar-2020|
|Month||20.11||09-Mar-2009 - 09-Apr-2009||-30.96||26-Sep-2008 - 27-Oct-2008|
|Quarter||38.99||19-Mar-2020 - 18-Jun-2020||-38.20||21-Aug-2008 - 20-Nov-2008|
|Year||66.83||19-Mar-2020 - 19-Mar-2021||-44.18||21-Nov-2007 - 20-Nov-2008|
|S&P BSE 500 TRI||16.64||22.81||0.55||0.63||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-Aug-2021
|The underlying data is unavailable.|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|PGIM Jennison Emerging Markets Equity Fund USD W Accumulation||Financial||--||99.83|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Aug-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).
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The fund invests in equities of issuers with headquarter in a member state of the European economic and monetary union(EMU). The fund management tries to identify current & future market leaders while putting special emphasis on the companies' structural growth and earnings momentum characteristics. Although the fund the primarily invests in large caps; small & mid caps can make up 30% of the fund assets.
|Minimum Investment (₹)||5,000|
|Minimum Addl Investment (₹)||1,000|
|Minimum SIP Investment (₹)||1,000|
|Minimum No of Cheques||5|
|Minimum Withdrawal (₹)||1,000|
|Minimum Balance (₹)||1|
|Lock-in Period||Not Applicable|
|Exit Load||For units in excess of 10% of the investment,0.5% will be charged for redemption within 90 days|
|Fund House:||PGIM India Mutual Fund|
|Return Since Launch:||4.90%|
|Benchmark:||MSCI Emerging Markets|
|Assets:||₹ 256 Cr (As on 31-Aug-2021)|
|Expense:||2.43% (As on 31-Aug-2021)|
|Plan||Record Date||Dividend (₹ / Unit)|
Fund News - 01-Jun-2021
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]