Principal Global Opportunities Fund Direct Growth+0.30%

1
7.63%
1 Year Return
Others
FoF Overseas
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Global Opportunities Fund Direct Growth

RiskHigh
Min SIP Amount₹2000
Expense Ratio1.00%
NAV31.68 (13 Jul 2020)
Fund Started02 Jan 2013
Fund Size18 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Global Opportunities Fund Direct Growth
7.6%
6.2%
6.8%
4.9%
Category Average
16.3%
9.3%
6.1%
-
Rank within category
24
19
15
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 7.6% annual returns

    Comparison

    Data not available
    Pros
    1. 5Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 1Y Returns are lower than the category average returns
    4. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    PGIF Origin Global Smaller Companies FundFinancialForgn.MF- Equity91.2%
    Reserve Bank of IndiaFinancialT-Bills0.1%

    Principal Global Opportunities Fund Direct Growth Details

    Principal Global Opportunities Fund Direct Growth is a Others Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was made available to investors on 02 Jan 2013. Rajat Jain is the Current Fund Manager of Principal Global Opportunities Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹18 Cr and the Latest NAV as of 13 Jul 2020 is ₹31.68.

    The Principal Global Opportunities Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 2000. Minimum Lumpsum Investment is 10000. Exit load of 1% if redeemed within 1 year

    Investment Objective

    The investment objective of the Scheme is to build a high quality International Equity portfolio out of the Permissible Investments as defined and permitted under the regulations from time to time, and provide returns and/or capital appreciation along with regular liquidity to the investors. These investors are specified in the clause â?? who can subscribeâ?.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹10000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About PRINCIPAL Mutual Fund

    Address
    Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
    Phone
    022-67720555
    Launch Date
    25 Nov 1994
    Principal Mutual Fund
    Asset Management Company
    Custodian
    Citibank 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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