Fund Details
Principal Global Opportunities Fund Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹2000 |
| Expense Ratio | 1.43% |
| NAV | ₹40.06 (25 Jan 2021) |
|---|---|
| Fund Started | 29 Mar 2004 |
| Fund Size | ₹23 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Age is more than 10 years
3. 5Y Returns are higher than the category average returns
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. Risk is higher compared to the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
8. Risk-adjusted returns are lower compared to the category
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns
11. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| PGIF Origin Global Smaller Companies Fund | Financial | Forgn.MF- Equity | 99.5% |
| Reserve Bank of India | Financial | T-Bills | 0.0% |
Fund Managers
Principal Global Opportunities Fund Growth Details
Principal Global Opportunities Fund Growth is a Others Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 29 Mar 2004. Rajat Jain is the Current Fund Manager of Principal Global Opportunities Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹23 Cr and the Latest NAV as of 25 Jan 2021 is ₹40.06.
The Principal Global Opportunities Fund 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 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.
