Principal Global Opportunities Fund Direct Growth

Equity
International
Very High Risk
25.22%
3Y annualised
-0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Dec 2021
₹49.25
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹38.03Cr

Return 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 amounts

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

Returns and rankings

Category: Equity International
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns26.4%25.2%17.0%9.3%
Category average29.1%19.2%10.3%NA
Rank with in category543NA
Understand terms

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

Fund management

Rajat Jain
Jan 2013 - 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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