• Mutual Funds
  • Principal Mutual Fund
  • 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

47.4362

NAV (Dec 31)

16.5%
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

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

Relative Size

39 Cr. Negligible within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

Historical 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%

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.

Expense Ratio

1.35

Launched (18y ago)

Mar 29, 2004

AUM in Crores

38.031

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

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with International Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Franklin India Feeder Franklin U S Opportunities Fund (G)
Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 4,167 cr

4

₹ 711 cr

4

₹ 38 cr

5

₹ 38 cr

5

₹ 38 cr

5

amc-icon

About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 5,041 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 8 debt and 15 equity funds.

amc-img

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

    21.9%

    24.8%

    22%

    24.8%

    22%

    24.8%

    16.8%

    19%

    -

    37%

    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

    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) 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.

    Nav of Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) as of 31/12/2021 is ₹47.44 with the total AUM as of 25/01/2022 is ₹38.031. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) 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 of Income Distribution cum Cap Wdrl (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

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

    How to invest in Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)?

    What is the minimum sip amount of Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)?

    Is Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A) good to invest in?

    What is the expense ratio of the Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)?