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Principal Global Opportunities Fund Direct Growth-0.47%

49.05%
1 Year Return
Other
FoF Overseas/Domestic
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Global Opportunities Fund Direct Growth

RiskVery High
Min SIP Amount₹2000
Expense Ratio0.99%
NAV₹47.16 (11 Jun 2021)
Fund Started02 Jan 2013
Fund Size33 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
49.0%
14.2%
17.6%
8.1%
Category Average
48.8%
14.1%
13.3%
-
Rank Within Category
3
12
8
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount2,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 49.0% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. 1Y 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

Top Holdings

NameSectorInstrument% Assets
PGIF Origin Global Smaller Companies FundFinancialForgn.MF- Equity97.7%

Principal Global Opportunities Fund Direct Growth Details

Principal Global Opportunities Fund Direct Growth is a Other 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 ₹33 Cr and the Latest NAV as of 11 Jun 2021 is ₹47.16.

The Principal Global Opportunities Fund Direct Growth is rated Very 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 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.

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
Website
NA
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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