• Mutual Funds
  • Principal Mutual Fund
  • Principal Global Opportunities Fund (RIDCW-A)

Formerly Principal Global Opportunities DR

Principal Mutual Fund

Principal Global Opportunities Fund (RIDCW-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

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

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%

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

INF173K01CR5

Lock-in

No Lock-in

Benchmark

MSCI ACWI Small NR LCL

SIP Minimum

2000

Lumpsum Min.

10000

Fund Managers

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2021-12-31

Top Stock Holdings

See all holdings
allocation by market cap

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)

₹ 3,262 cr

4

₹ 1,934 cr

4

₹ 38 cr

5

₹ 38 cr

5

₹ 38 cr

5

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

  • 022-67720555
  • customer@principalindia.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    21.9%

    24.8%

    22%

    24.8%

    22%

    24.8%

    16.8%

    19%

    -

    37%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Principal Global Opportunities Fund (RIDCW-A) Review

    Principal Global Opportunities Fund (RIDCW-A) is a International - Others International Equity fund and has delivered an annualised return of 9.2% over a period of 18 years. The fund was previously known as Principal Global Opportunities DR. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is null.

    Nav of Principal Global Opportunities Fund (RIDCW-A) as of 12/31/2021 is ₹47.44 with the total AUM as of 5/28/2022 is ₹38.031. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Global Opportunities Fund (RIDCW-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 (RIDCW-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 (RIDCW-A)?

    Principal Global Opportunities Fund (RIDCW-A) is a International - Others International Equity scheme predominantly investing across International Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Principal Global Opportunities Fund (RIDCW-A)?

    You can invest in Principal Global Opportunities Fund (RIDCW-A) 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 (RIDCW-A)?

    The minimum sip amount for Principal Global Opportunities Fund (RIDCW-A) is ₹2000. You can invest in multiples of ₹10000.

    Is Principal Global Opportunities Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, Principal Global Opportunities Fund (RIDCW-A) is a Neutral fund. You can investPrincipal Global Opportunities Fund (RIDCW-A) 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 (RIDCW-A)?

    The expense ratio of the Principal Global Opportunities Fund (RIDCW-A) is 1.35% for regular plan.