Principal Global Opportunities Fund Growth

12.06%
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%
NAV33.59 (27 Oct 2020)
Fund Started29 Mar 2004
Fund Size19 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Global Opportunities Fund Growth
12.1%
6.2%
9.7%
7.6%
Category Average
12.9%
7.7%
8.2%
-
Rank within category
21
24
14
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 12.1% annual returns

    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
    4. 10Y 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

    Top Holdings

    NameSectorInstrument% Assets
    PGIF Origin Global Smaller Companies FundFinancialForgn.MF- Equity99.3%
    Reserve Bank of IndiaFinancialT-Bills0.1%

    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 ₹19 Cr and the Latest NAV as of 27 Oct 2020 is ₹33.59.

    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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