ReviewDirect · GrowthPrefer peers first
PGIM India Global Equity Opportunities Fund of Fund
- NAV
- 53.08
- 29 Oct 2026
- 1Y
- -4.7%
- Trailing CAGR
- AUM
- ₹1,676.93 Cr
- 30 Sept 2026
- Volatility
- High
- 20.9% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Three-year return sits below the 25th percentile of comparable share classes.
Prefer peers if · Prefer DSP Global Innovation Overseas Equity Omni FoF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
10.6 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Pass
0.56% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -43.4%. Ask whether you can hold through a similar fall.
Vs category
Pass
66% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-4.7%
- 3Y+17.0%
- 5Y+3.9%
- 10Y+14.6%
- SI+13.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.6%
- 3Y+6.4%
- 5Y+11.0%
- 10Y+13.1%
- Since inception
- +13.5%
- Calendar-day CAGR
- Excess 1Y
- -18.6%
- Category median, same plan and option
- 3Y win rate
- +66%
- Windows beating the median
- 3Y percentile
- 19
- Vs comparable share classes
- SIP 3Y XIRR
- +6.4%
- Simulated monthly SIP
- Worst rolling 3Y
- -0.6%
- 1839 daily-ending windows
- Median rolling 3Y
- +15.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1346 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -43.4%
- Worst peak-to-trough
- Current
- -15.9%
- Below last peak
- Current spell
- 129 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 18 days
- 113 recovered episodes
- Longest recovery
- 630 days
- Trough to prior peak
8 Nov 2021 – 7 Mar 2024
Trough 16 Jun 2022 · recovered in 630 days
-43.4%
20 Feb 2020 – 11 May 2020
Trough 18 Mar 2020 · recovered in 54 days
-26.8%
10 Feb 2025 – 9 Sept 2025
Trough 7 Apr 2025 · recovered in 155 days
-26.1%
16 Feb 2021 – 5 Aug 2021
Trough 14 May 2021 · recovered in 83 days
-19.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
19
Vs category
0
Consistency
61
Risk-adjusted
48
Drawdown
0
Mean
26
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 66% of rolling 3-year windows.
Portfolio
30 Sept 2026 · 3 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- 97.3%
- Effective holdings
- 1.1
PGIM Jennison Global Equity Opportunities Fund
Unspecified
97.3%
Others CBLO
Unspecified
2.7%
Net Receivables
Unspecified
0.1%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
DSP Global Innovation Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +15.0%
- 3Y
- +30.3%
- Vol
- 20.6%
- Max DD
- -27.6%
- Sharpe
- 0.75
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
SBI US Specific Equity Active FoF
SBI Mutual Fund
- 1Y
- +15.8%
- 3Y
- +29.2%
- Vol
- 19.5%
- Max DD
- -21.8%
- Sharpe
- 0.70
- 3Y win
- +99%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Franklin U. S. Opportunities Equity Active Fund of Funds
Franklin Templeton Mutual Fund
- 1Y
- +8.6%
- 3Y
- +24.9%
- Vol
- 21.0%
- Max DD
- -38.4%
- Sharpe
- 0.61
- 3Y win
- +84%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund
ICICI Prudential Mutual Fund
- 1Y
- +63.4%
- 3Y
- +37.1%
- Vol
- 25.3%
- Max DD
- -24.3%
- Sharpe
- 1.01
- 3Y win
- +79%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Kotak US Specific Equity Passive FOF
Kotak Mahindra Mutual Fund
- 1Y
- +21.6%
- 3Y
- +33.0%
- Vol
- 21.3%
- Max DD
- -29.1%
- Sharpe
- 0.77
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility