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    • Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

    Formerly Principal Global Opportunities DP

    Principal Mutual Fund

    Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

    International EquityInternational - Others

    46.4635

    NAV (Sep 23)

    15.1%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in international - others mutual funds.

    However, Scripbox does not recommend investing in international - others mutual funds.

    These funds invest in specific overseas markets providing an investor with exposure to geographies like Europe, China & Japan.

    This category has few funds and relatively small amounts invested in them.

    Investing in these funds will require investors to have a unique insight into the economic & market prospects of specific countries and geographies.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.

    Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    17 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    38 Cr. Negligible within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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    Historical NAV

    46.4635

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    47.1%
    Last 3Y
    13.3%
    Last 5Y
    15.1%
    Last 10Y
    11.3%
    Since Inception
    9.2%
    6 Month CAGR
    9.7%
    info-icon-blue

    Scheme Information

    Investment Objective

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    1.35
    Launched (17y ago)
    Mar 29, 2004
    AUM in Crores
    37.549
    ISIN
    INF173K01CQ7
    Lock-in
    No Lock-in
    Benchmark
    MSCI ACWI Small NR LCL
    SIP Minimum
    2000
    Lumpsum Min.
    10000
    Fund Managers
    user-avatar

    Rajat Jain

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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.

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    comparison

    Comparison with International Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Franklin India Feeder Franklin U S Opportunities Fund (G)

    recommended-badge

    ₹ 3,918 cr

    4

    recommended-badge

    ₹ 604 cr

    4

    ₹ 37 cr

    5

    ₹ 37 cr

    5

    ₹ 37 cr

    5

    amc-icon

    About the AMC

    Principal Asset Management Private Limited

    Principal Asset Management Private Limited manages assets worth 9,175 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 30 equity,31 debt and 16 hybrid funds.

    amc-img

  • tel-amc-about
    022-67720555
  • mail-amc-about
    customer@principalindia.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    19.6%

    25.2%

    top-ranked-badge

    21.2%

    16.3%

    top-ranked-badge

    2.6%

    6.5%

    top-ranked-badge

    16.1%

    16.5%

    top-ranked-badge

    17.5%

    13.7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

    About Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

    Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) is a International - Others International Equity fund and has delivered an annualised return of 9.2% over a period of 17 years. The fund was previously known as Principal Global Opportunities DP . The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is Rajat Jain

    Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) fund was launched on Mar 29, 2004. The NAV (Net Asset Value) of this International - Others International Equity fund as of 2021-09-23 is ₹46.46. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹37.549. The category risk of the Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 1.35 % as expense ratio.

    Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 96% in this asset class. The top three holdings of the fund are , principal origin glb smlr coms i acc usd , treps 01-sep-2021 , net receivable / payable

    Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹2000 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.

    Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to MSCI ACWI Small NR LCL

    Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) Review

    Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) has a score of 1 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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