Principal Global Opportunities Fund Direct IDCW

Other
FoF Overseas/Domestic
Very High Risk
Payout
24.73%
3Y annualised
-0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Dec 2021₹49.25
Min. SIP amountNot Supported
RatingNA
Fund size₹38.03Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns25.9%24.7%16.5%9.2%
Category average21.1%3.5%8.4%NA
Rank with in category654NA
Understand terms

Holdings (2)

NameSectorInstrumentAssets
PGIF Origin Global Smaller Companies Fund
FinancialForgn.MF- Equity99.81%
Reserve Bank of India
FinancialT-Bills0.03%

Expense ratio, exit load and tax

Expense ratio: 0.85%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Rajat 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

Fund house & investment objective

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
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,

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