Principal Global Opportunities Fund Growth

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Principal Global Opportunities Fund Growth
Other
FoF Overseas/Domestic
Very High Risk
24.73%
3Y annualised
-0.09% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 31 Dec 2021₹47.44
Min. SIP amountNot Supported
RatingNA
Fund size₹38.03Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns25.9%24.7%16.5%9.2%
Category average32.4%14.2%13.4%NA
Rank with in category654NA
Understand terms
Holdings (1)NameSectorInstrumentAssets
PGIF Origin Global Smaller Companies Fund
FinancialForgn.MF- Equity99.8%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Nov 2021 - Present
1.35%
31 Oct 2021 - 30 Nov 2021
1.35%
30 Sep 2021 - 31 Oct 2021
1.35%
31 Aug 2021 - 30 Sep 2021
1.35%
31 Jul 2021 - 31 Aug 2021
1.36%
30 Jun 2021 - 31 Jul 2021
1.40%
31 May 2021 - 30 Jun 2021
1.43%
30 Apr 2021 - 31 May 2021
1.43%
31 Mar 2021 - 30 Apr 2021
1.43%
28 Feb 2021 - 31 Mar 2021
1.42%
31 Jan 2021 - 28 Feb 2021
1.42%
31 Dec 2020 - 31 Jan 2021
1.43%
30 Nov 2020 - 31 Dec 2020
1.43%
31 Oct 2020 - 30 Nov 2020
1.43%
30 Sep 2020 - 31 Oct 2020
1.43%
31 Aug 2020 - 30 Sep 2020
1.43%
31 Jul 2020 - 31 Aug 2020
1.43%
30 Jun 2020 - 31 Jul 2020
1.43%
31 May 2020 - 30 Jun 2020
1.43%
30 Apr 2020 - 31 May 2020
1.43%
31 Mar 2020 - 30 Apr 2020
1.43%
29 Feb 2020 - 31 Mar 2020
1.44%
31 Jan 2020 - 29 Feb 2020
1.44%
31 Dec 2019 - 31 Jan 2020
1.44%
30 Nov 2019 - 31 Dec 2019
1.44%
31 Oct 2019 - 30 Nov 2019
1.44%
30 Sep 2019 - 31 Oct 2019
1.43%
31 Aug 2019 - 30 Sep 2019
1.43%
31 Jul 2019 - 31 Aug 2019
1.34%
30 Jun 2019 - 31 Jul 2019
1.34%
31 May 2019 - 30 Jun 2019
1.34%
30 Apr 2019 - 31 May 2019
1.34%
31 Mar 2019 - 30 Apr 2019
1.47%
28 Feb 2019 - 31 Mar 2019
1.49%
31 Jan 2019 - 28 Feb 2019
1.49%
30 Nov 2018 - 31 Jan 2019
1.50%
31 Oct 2018 - 30 Nov 2018
1.50%
30 Sep 2018 - 31 Oct 2018
1.42%
31 Aug 2018 - 30 Sep 2018
1.50%
31 Jul 2018 - 31 Aug 2018
1.50%
30 Jun 2018 - 31 Jul 2018
1.50%
31 May 2018 - 30 Jun 2018
1.21%
30 Apr 2018 - 31 May 2018
1.07%
31 Mar 2018 - 30 Apr 2018
1.08%
28 Feb 2018 - 31 Mar 2018
1.05%
31 Jan 2018 - 28 Feb 2018
1.08%
31 Dec 2017 - 31 Jan 2018
1.08%
30 Nov 2017 - 31 Dec 2017
1.08%
31 Oct 2017 - 30 Nov 2017
0.42%
Expense ratio, exit load and taxExpense ratio: 1.35%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementRajat 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
Sundaram Nifty 100 Equal Weight Fund IDCW
Sundaram Nifty 100 Equal Weight Fund Growth
Principal Global Opportunities Fund IDCW
Principal Global Opportunities Fund Growth
Principal Global Opportunities Fund Direct Growth
Principal Global Opportunities Fund Direct IDCW
Principal Nifty 100 Equal Weight Fund - Direct - Dividend
Sundaram Nifty 100 Equal Weight Fund Direct Growth
Sundaram Arbitrage Fund Direct IDCW Monthly
Sundaram Arbitrage Fund Direct Growth
Sundaram Arbitrage Fund Regular IDCW Monthly
Principal Arbitrage Fund - Regular - Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹43,436.25Cr
Date of Incorporation26 Feb 1996
 Principal Global Opportunities Fund Growth is a Other Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to i
 Principal Global Opportunities Fund Growth is a Other Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rajat Jain is the Current Fund Manager of Principal Global Opportunities Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹43,436 Cr and the Latest NAV as of 31 Dec 2021 is ₹47.44.
The Principal Global Opportunities Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹2,000. Exit load of 1% if redeemed within 1 year
...Read more
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,
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.
...Read more
Fund benchmarkMSCI ACW Small Cap Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
[email protected]
Website
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Principal Global Opportunities Fund Growth
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FAQsHow to Invest in Principal Global Opportunities Fund Growth?
You can easily invest in Principal Global Opportunities Fund Growth in a hassle-free manner on Groww. The
process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
 Log on to your Groww account
 Search for Principal Global Opportunities Fund Growth from the search box 
 In order to invest, you will have to complete all the KYC formalities which are completely online and paperless
and take a few minutes to complete
 Once you are done with that, you can start investing in Principal Global Opportunities Fund Growth as SIP or lumpsum as per your
investment objective and risk tolerance
What kind of returns does Principal Global Opportunities Fund Growth provide?
The Principal Global Opportunities Fund Growth has been there from 29 Mar 2004 and the average annual returns provided by this fund is 25.85% since its inception.
How much expense ratio is charged by Principal Global Opportunities Fund Growth?
The term
 Expense Ratio used for Principal Global Opportunities Fund Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund. 


The Expense Ratio of Principal Global Opportunities Fund Growth is 1.35% as of 10 Aug 2022...
What is the AUM of Principal Global Opportunities Fund Growth?
The AUM, short for
 Assets Under Management 
of Principal Global Opportunities Fund Growth is ₹38.03Cr as of 10 Aug 2022.
How to Redeem Principal Global Opportunities Fund Growth?
If you want to sell your Principal Global Opportunities Fund Growth holdings, go to your holding on the app or
web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your
desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Principal Global Opportunities Fund Growth?
You can select either
 SIP  or
 Lumpsum  investment of Principal Global Opportunities Fund Growth based on
your investment objective and risk tolerance.
What is the NAV of Principal Global Opportunities Fund Growth?
The NAV of Principal Global Opportunities Fund Growth is ₹47.44 as of 31 Dec 2021.
What is the PE and PB ratio of Principal Global Opportunities Fund Growth?
The
 PE ratio ratio of Principal Global Opportunities Fund Growth is determined by dividing the market price by
its earnings per share and the
 PB ratio of the same is evaluated by dividing the stock price per share by its book value
per share (BVPS).

	1Y	3Y	5Y	All
Fund returns	25.9%	24.7%	16.5%	9.2%
Category average	32.4%	14.2%	13.4%	NA
Rank with in category	6	5	4	NA

Name	Sector	Instrument	Assets
PGIF Origin Global Smaller Companies Fund	Financial	Forgn.MF- Equity	99.8%

Rank (total assets)	#17 in India
Total AUM	₹43,436.25Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	MSCI ACW Small Cap Index

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹38.03Cr

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (1)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.35%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Rajat JainMar 2004 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

FAQs

How to Invest in Principal Global Opportunities Fund Growth?

What kind of returns does Principal Global Opportunities Fund Growth provide?

How much expense ratio is charged by Principal Global Opportunities Fund Growth?

What is the AUM of Principal Global Opportunities Fund Growth?

How to Redeem Principal Global Opportunities Fund Growth?

Can I invest in SIP and Lump Sum of Principal Global Opportunities Fund Growth?

What is the NAV of Principal Global Opportunities Fund Growth?

What is the PE and PB ratio of Principal Global Opportunities Fund Growth?

Rajat Jain
Mar 2004 - Present
View details