PGIM Mutual Fund

PGIM India Global Select Real Estate Securities Fund Of Fund - Regular Plan - Growth Option

PGIM Mutual Fund

Expense Ratio: 1.39
Risk: Very High
Other Scheme - FoF Overseas
Plan: Regular
Benchmark: FTSE EPRA Nareit Developed
Inception: 15-11-2021
Exit Load: Nil
Fund Size:₹52.58 Cr

Performance

1Y
Fund29.61%
Cat. Avg.32.89%
2Y
Fund17.28%
Cat. Avg.22.47%
3Y
Fund15.39%
Cat. Avg.21.06%
5Y
FundN/A
Cat. Avg.11.14%
10Y
FundN/A
Cat. Avg.11.60%
SI
Fund6.38%
Cat. Avg.13.01%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000069185+15.3%+33.4%
2Y07 Aug, 241.20 L.1.49 L.+24.0%+23.5%
3Y07 Aug, 231.80 L.2.40 L.+33.3%+20.4%
SI07 Jan, 222.75 L.3.86 L.+40.2%+15.1%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y17 Jul, 251 L.1.30 L.+29.6%+29.6%
2Y18 Jul, 241 L.1.38 L.+38.0%+17.5%
3Y17 Jul, 231 L.1.54 L.+53.6%+15.4%
SI08 Dec, 211 L.1.33 L.+33.0%+6.4%

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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