- Mutual Funds
- Principal Mutual Fund
- Principal Global Opportunities Fund (Growth)
Formerly Principal Global Opportunities Gr
Principal Global Opportunities Fund (Growth)
₹ 47.4362
NAV (Dec 31)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 47.4362
NAV (Dec 31)
Fund Returns
Last 1Y | 25.8% |
Last 3Y | 24.8% |
Last 5Y | 16.5% |
Last 10Y | 10.3% |
Since Inception | 9.2% |
6 Month CAGR | 3.1% |
Scheme Information
The investment objective of the Scheme is to provide long term capital appreciation by predominantly investing in overseas mutual fund schemes,and a certain portion of its corpus in Money Market Securities and/or units of Money Market / Liquid Schemes of Principal Mutual Fund.
Expense Ratio | 1.35 |
Launched (19y ago) | Mar 29, 2004 |
AUM in Crores | 38.031 |
ISIN | INF173K01CT1 |
Lock-in | No Lock-in |
Benchmark | MSCI ACWI Small NR LCL |
SIP Minimum | 0 |
Lumpsum Min. | 10000 |
Standard Deviation (3yr) | 20.8 |
Standard Deviation (5yr) | 19 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Principal Global Opportunities Fund (Growth) | 11,07,517 | 3,74,905 | 16.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Comparison with International Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 2,896 cr | ||
₹ 2,554 cr | ||
₹ 2,896 cr | ||
₹ 2,896 cr | ||
₹ 2,554 cr |
About the AMC
Principal Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
21.9% | 24.8% | ||
3% | 5.5% | ||
16.8% | 19% | ||
3.3% | 8.7% | ||
3.9% | 7% |
Principal Global Opportunities Fund (G) Review
Principal Global Opportunities Fund (G) is a International - Others International Equity fund and has delivered an annualised return of 9.2% over a period of 19 years. The fund was previously known as Principal Global Opportunities Gr. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is null.
Nav of Principal Global Opportunities Fund (G) as of 12/31/2021 is ₹47.44 with the total AUM as of 12/6/2023 is ₹38.031. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Global Opportunities Fund (G) was launched on Mar 29, 2004. The category risk of the fund is Very High Risk.
The minimum SIP amount for Principal Global Opportunities Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹10000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Principal Global Opportunities Fund (G)?
How to invest in Principal Global Opportunities Fund (G)?
You can invest in Principal Global Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Principal Global Opportunities Fund (G)?
The minimum sip amount for Principal Global Opportunities Fund (G) is ₹0. You can invest in multiples of ₹10000.
Is Principal Global Opportunities Fund (G) good to invest in?
As per Scripbox experts, Principal Global Opportunities Fund (G) is a Not Reviewed Yet fund. You can investPrincipal Global Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Principal Global Opportunities Fund (G)?
The expense ratio of the Principal Global Opportunities Fund (G) is 1.35% for regular plan.