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Principal Global Opportunities Fund Direct Growth
Equity
International
Very High Risk
+25.22%
3Y annualised
-0.08% 1D
NAV: 31 Dec '21
₹49.25
Min. SIP amount
Not Supported
Fund size
₹38.03 Cr
Expense ratio
0.85%
Holdings (2)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PGIF Origin Global Smaller Companies Fund | Financial | Forgn.MF- Equity | 99.81% |
| Reserve Bank of India | Financial | T-Bills | 0.03% |
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +26.4% | +25.2% | +17.0% | +9.3% |
| Category average (Equity International) | +29.5% | +23.8% | +11.0% | -- |
| Rank (Equity International) | 5 | 4 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% if redeemed within 1 year
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
About Principal Global Opportunities Fund Direct Growth
Principal Global Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 31 Dec 2021 is ₹49.25.
The Principal Global Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹2,000. Exit load of 1% if redeemed within 1 year
;
Investment Objective
The 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
Fund house
Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,