Home>Mutual Funds>Principal Mutual Fund>Principal Global Opportunities Fund Growth

Principal Global Opportunities Fund Growth

Other
FoF Overseas/Domestic
Very High Risk
45.51%
1Y return
+1.99% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹47.10
Min. SIP Amount₹2,000
Rating1star
Fund Size₹35.00 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns45.5%15.3%16.5%9.3%
Category average32.4%14.2%13.4%NA
Rank with in category3108NA
Understand termsinfo

Holdings (1)

NameSectorInstrumentAssets
PGIF Origin Global Smaller Companies Fund
FinancialForgn.MF- Equity98.3%

Pros and cons

Category: Other FoF Overseas/Domestic

Pros

  • Age is more than 10 years
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns
  • 1Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Expense ratio, exit load and tax

Expense ratio: 1.4%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹10,000
Min. for SIP₹2,000

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Principal Global Opportunities Fund Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India