Pgim India Global Equity Opportunities Fund

Review Date: 12-03-2025

A review of the different performance parameters of the fund is as follows:

1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated six return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. The performance of each parameter is outlined below.
   1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
   2. Above Average Below the Top 25%: The Pgim India Global Equity Opportunities Fund has two return parameters in the category, which are above average but below the top 25%, as shown below:
      
      • 3Y Return %
      • 5Y Return %
   3. Below Average: Pgim India Global Equity Opportunities Fund has four return parameters that are below average in the category, which are listed below:
      
      • 1Y Return %
      • 6M Return %
      • 3M Return %
      • 1M Return %
2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed two risk parameters of Pgim India Global Equity Opportunities Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided below.
   1. Lowest 25%: Pgim India Global Equity Opportunities Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
   2. Below Average but Above the Lowest 25%: Pgim India Global Equity Opportunities Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
   3. Above Average: Pgim India Global Equity Opportunities Fund has two parameters that are above average which are listed below:
      • Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The standard deviation of the fund is 19.8 %.
      • Semi-Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. The semi-deviation of the fund is 14.32 %.
3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Pgim India Global Equity Opportunities Fund, we have evaluated four risk-adjusted performance parameters.
   1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
   2. Above Average Below Top 25% Risk Adjusted Performance Parameters: Pgim India Global Equity Opportunities Fund has three risk-adjusted performance parameters of the fund that are in the this group of the category.
      • Sharpe Ratio: Pgim India Global Equity Opportunities Fund has a Sharpe Ratio of 0.25 compared to the category average of 0.13.
      • Sterling Ratio: Pgim India Global Equity Opportunities Fund has a Sterling Ratio of 0.35 compared to the category average of 0.32.
      • Sortino Ratio: Pgim India Global Equity Opportunities Fund has a Sortino Ratio of 0.15 compared to the category average of 0.09.
   3. Below Average Risk Adjusted Performance Parameters: Pgim India Global Equity Opportunities Fund has one risk-adjusted performance parameter of the fund that is below average in the category.
      • Treynor Ratio: Pgim India Global Equity Opportunities Fund has a Treynor Ratio of 0.08 compared to the category average of 0.1.

Date	Pgim India Global Equity Opportunities Fund NAV Regular Growth	Pgim India Global Equity Opportunities Fund NAV Direct Growth
12-03-2025	39.53	44.59
11-03-2025	38.99	43.98
10-03-2025	38.62	43.56
07-03-2025	40.23	45.37
06-03-2025	40.83	46.05
05-03-2025	42.44	47.87
04-03-2025	41.93	47.29
03-03-2025	42.38	47.79
28-02-2025	42.99	48.48
25-02-2025	43.12	48.62
24-02-2025	43.4	48.93
21-02-2025	44.06	49.67
20-02-2025	45.07	50.82
19-02-2025	45.74	51.56
18-02-2025	46.15	52.03
14-02-2025	46.31	52.2
13-02-2025	46.23	52.11
12-02-2025	45.9	51.74