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Principal Global Opportunities Fund (Growth)

Returns (5yrs)
6.62 %
Latest NAV
30.63

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 11th of July, 07:07 PM

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.

Fund Managers

  • profile-pic
    Rajat Jain
  • expense-ratio
    Expense Ratio
    1.43
    benchmark
    Benchmark
    MSCI ACWI Small NR LCL
  • Aum image
    AUM
    ₹ 17.77 Crores
    ISIN
    ISIN
    INF173K01CT1
  • Category Risk:

    High Risk

Holding Information

as on 11th of July, 07:07 PM

Top Holding

Principal Origin Glb Smlr Coms I Acc Usd
98%
Treps 01 Jul 2020
3%
Net Receivable / Payable
2%
91 Dtb 27082020
0%

Allocation

Equity
97%
Others
3%
Debt
0%

Investment Return Calculator

as on 11th of July, 07:07 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 11th of July, 07:07 PM
Minimum SIP Amount
2000
Minimum Lumpsum Amount
10000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Principal Global Opportunities Fund Growth is a International - Others International Equity fund and has delivered an annualised return of 6.62% over a period of 5 years. The fund is managed by Principal Asset Management Private Limited. The fund managers names are Rajat Jain. 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. The fund charges 1.43000%. The minimum SIP amount for this is ₹2000. In case you want to invest a lump sum, the minimum amount to be invested is ₹10000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.