How to Invest in Principal Global Opportunities Fund Direct IDCW?

You can easily invest in Principal Global Opportunities Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Principal Global Opportunities Fund Direct IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Principal Global Opportunities Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Principal Global Opportunities Fund Direct IDCW provide?

The Principal Global Opportunities Fund Direct IDCW has been there from 02 Jan 2013 and the average annual returns provided by this fund is 25.85% since its inception.

How much expense ratio is charged by Principal Global Opportunities Fund Direct IDCW?

The term Expense Ratio used for Principal Global Opportunities Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Principal Global Opportunities Fund Direct IDCW is 0.85% as of 30 Dec 2025...

What is the AUM of Principal Global Opportunities Fund Direct IDCW?

The AUM, short for Assets Under Management of Principal Global Opportunities Fund Direct IDCW is ₹38.03Cr as of 30 Dec 2025.

How to Redeem Principal Global Opportunities Fund Direct IDCW?

If you want to sell your Principal Global Opportunities Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Principal Global Opportunities Fund Direct IDCW?

You can select either SIP or Lumpsum investment of Principal Global Opportunities Fund Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Principal Global Opportunities Fund Direct IDCW?

The NAV of Principal Global Opportunities Fund Direct IDCW is ₹49.25 as of 31 Dec 2021.

What is the PE and PB ratio of Principal Global Opportunities Fund Direct IDCW?

The PE ratio ratio of Principal Global Opportunities Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Principal Global Opportunities Fund Direct IDCW - NAV, Mutual Fund Performance & Portfolio

Name: Principal Global Opportunities Fund Direct IDCW
Brand: Sundaram Mutual Fund

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Principal Global Opportunities Fund Direct IDCW
Equity
International
Very High Risk
Payout
+24.73%
3Y annualised
-0.09% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 31 Dec 2021
₹49.25
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹38.03Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (2)NameSectorInstrumentAssets
PGIF Origin Global Smaller Companies Fund
FinancialForgn.MF- Equity99.81%
Reserve Bank of India
FinancialT-Bills0.03%
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity International
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns24.7%16.5%10.3%9.2%
Category average23.8%11.0%11.5%NA
Rank with in category544NA
Understand terms
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Nov 2021 - Present
1.35%
31 Oct 2021 - 30 Nov 2021
1.35%
30 Sep 2021 - 31 Oct 2021
1.35%
31 Aug 2021 - 30 Sep 2021
1.35%
31 Jul 2021 - 31 Aug 2021
1.36%
30 Jun 2021 - 31 Jul 2021
1.40%
31 May 2021 - 30 Jun 2021
1.43%
30 Apr 2021 - 31 May 2021
1.43%
31 Mar 2021 - 30 Apr 2021
1.43%
28 Feb 2021 - 31 Mar 2021
1.42%
31 Jan 2021 - 28 Feb 2021
1.42%
31 Dec 2020 - 31 Jan 2021
1.43%
30 Nov 2020 - 31 Dec 2020
1.43%
31 Oct 2020 - 30 Nov 2020
1.43%
30 Sep 2020 - 31 Oct 2020
1.43%
31 Aug 2020 - 30 Sep 2020
1.43%
31 Jul 2020 - 31 Aug 2020
1.43%
30 Jun 2020 - 31 Jul 2020
1.43%
31 May 2020 - 30 Jun 2020
1.43%
30 Apr 2020 - 31 May 2020
1.43%
31 Mar 2020 - 30 Apr 2020
1.43%
29 Feb 2020 - 31 Mar 2020
1.44%
31 Jan 2020 - 29 Feb 2020
1.44%
31 Dec 2019 - 31 Jan 2020
1.44%
30 Nov 2019 - 31 Dec 2019
1.44%
31 Oct 2019 - 30 Nov 2019
1.44%
30 Sep 2019 - 31 Oct 2019
1.43%
31 Aug 2019 - 30 Sep 2019
1.43%
31 Jul 2019 - 31 Aug 2019
1.34%
30 Jun 2019 - 31 Jul 2019
1.34%
31 May 2019 - 30 Jun 2019
1.34%
30 Apr 2019 - 31 May 2019
1.34%
31 Mar 2019 - 30 Apr 2019
1.47%
28 Feb 2019 - 31 Mar 2019
1.49%
31 Jan 2019 - 28 Feb 2019
1.49%
30 Nov 2018 - 31 Jan 2019
1.50%
31 Oct 2018 - 30 Nov 2018
1.50%
30 Sep 2018 - 31 Oct 2018
1.42%
31 Aug 2018 - 30 Sep 2018
1.50%
31 Jul 2018 - 31 Aug 2018
1.50%
30 Jun 2018 - 31 Jul 2018
1.50%
31 May 2018 - 30 Jun 2018
1.21%
30 Apr 2018 - 31 May 2018
1.07%
31 Mar 2018 - 30 Apr 2018
1.08%
28 Feb 2018 - 31 Mar 2018
1.05%
31 Jan 2018 - 28 Feb 2018
1.08%
31 Dec 2017 - 31 Jan 2018
1.08%
30 Nov 2017 - 31 Dec 2017
1.08%
31 Oct 2017 - 30 Nov 2017
0.42%
Expense ratio, exit load and taxExpense ratio: 0.85%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Fund managementRajat Jain
Mar 2004 - Present
View details
Education
Mr. Jain is a B.E (Mechanical) and PGDM (Management) from IIM Lucknow.
Experience
Prior to joining Principal Mutual Fund he has worked with this he was with SBI Mutual Fund.
Also manages these schemes
Principal Global Opportunities Fund Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹76,948.12Cr
Date of Incorporation26 Feb 1996
    Principal Global Opportunities Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund.     This scheme was made available to investors on 26 Feb 1996.     Rajat Jain is the Current Fund Manager of Principal Global Opportunities Fund Direct IDCW fund.     The fund currently has an Asset Under Management(AUM) of ₹76,948 Cr and     the Latest NAV as of 31 Dec 2021 is ₹49.25.  

    The Principal Global Opportunities Fund Direct IDCW is rated Very High risk.     Minimum SIP Investment is set to ₹2,000.          Exit load of 1% if redeemed within 1 year
  ;
Investment ObjectiveThe scheme seeks to build a high quality portfolio of equity and equity related instruments listed overseas. It would aim to identify eligible stocks, which can provide capital appreciation in the long term to out of the list of permitted securities. 
 
;
Fund benchmarkMSCI All Country World Small Cap Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4,  Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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