PGIM India Global Select Real Estate Securities Fund Of Fund - Direct Plan - Growth Option
Expense Ratio: 0.56
Risk: Very High
Other Scheme - FoF Overseas
Plan: Direct
Benchmark: FTSE EPRA Nareit Developed
Inception: 15-11-2021
Exit Load: Nil
Fund Size:₹52.58 Cr
Performance
1Y
Fund23.45%
Cat. Avg.48.36%
2Y
Fund17.86%
Cat. Avg.29.55%
3Y
Fund14.98%
Cat. Avg.26.04%
5Y
FundN/A
Cat. Avg.13.41%
10Y
FundN/A
Cat. Avg.13.76%
SI
Fund5.88%
Cat. Avg.14.89%
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.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 09 Jun, 25 | 60000 | 67398 | +12.3% | +24.3% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.44 L. | +20.2% | +19.1% |
| 3Y | 07 Jun, 23 | 1.80 L. | 2.33 L. | +29.3% | +17.6% |
| SI | 07 Jan, 22 | 2.65 L. | 3.58 L. | +35.1% | +13.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 03 Jun, 25 | 1 L. | 1.24 L. | +23.6% | N/A |
| 2Y | 03 Jun, 24 | 1 L. | 1.39 L. | +39.3% | +18.1% |
| 3Y | 02 Jun, 23 | 1 L. | 1.52 L. | +52.0% | +15.0% |
| SI | 08 Dec, 21 | 1 L. | 1.29 L. | +29.2% | +5.9% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.