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Principal Global Opportunities Fund Growth-0.42%

21.00%
1 Year Return
Others
FoF Overseas
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Global Opportunities Fund Growth

RiskHigh
Min SIP Amount₹2000
Expense Ratio1.43%
NAV₹40.06 (25 Jan 2021)
Fund Started29 Mar 2004
Fund Size23 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
21.0%
8.5%
16.5%
8.0%
Category Average
24.8%
11.5%
14.7%
-
Rank Within Category
16
21
12
-
*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 21.0% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Age is more than 10 years
3. 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. 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

NameSectorInstrument% Assets
PGIF Origin Global Smaller Companies FundFinancialForgn.MF- Equity99.5%
Reserve Bank of IndiaFinancialT-Bills0.0%

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.

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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