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

Formerly Principal Global Opportunities DR

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

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

International EquityInternational - Others

45.9761

NAV (Jul 23)

15.9%
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

36 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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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

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Very High Risk

Expense Ratio
1.4 %
Launched (17y ago)
Mar 29, 2004
AUM in Crores
₹ 36
ISIN
INF173K01CR5
Lock-in
No Lock-in
Benchmark
MSCI ACWI Small NR LCL
SIP Minimum
₹ 2,000
Lumpsum Min.
₹ 10,000
Fund Managers
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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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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Retirement , Kids Education
    Expert Investing Only, Retirement , Kids Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with International Equity Funds

Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

DSP US Flexible Equity Fund (G)

DSP US Flexible Equity Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

Principal Global Opportunities Fund (G)

Principal Global Opportunities Fund (G)

International - Others

17 Years

Age

5

Track Record

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

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

International - Others

17 Years

Age

5

Track Record

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

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

International - Others

17 Years

Age

5

Track Record

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About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 8,542 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.

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  • tel-amc-about
    022-67720555
  • mail-amc-about
    customer@principalindia.com
  • Principal Focused Multicap Fund (G)

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    Fund Size

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    5 Year CAGR

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    Principal Cash Management Fund (G)

    Principal Cash Management Fund (G)

    Liquid

    Top Ranked

    ₹ 161 Cr

    Fund Size

    1.90%

    3 Year CAGR

    3 Y CAGR

    Principal Dividend Yield Fund (G)

    Principal Dividend Yield Fund (G)

    Diversified

    Top Ranked

    ₹ 218 Cr

    Fund Size

    16.40%

    5 Year CAGR

    5 Y CAGR

    Principal Cash Management Fund Transfer of Income Dis cum Cap Wdrl plan (D-D)

    Principal Cash Management Fund Transfer of Income Dis cum Cap Wdrl plan (D-D)

    Liquid

    Top Ranked

    ₹ 161 Cr

    Fund Size

    1.30%

    3 Year CAGR

    3 Y CAGR

    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 (RIDCW-A)

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

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

    The Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A) fund was launched on Mar 29, 2004. The NAV (Net Asset Value) of this international - others international equity as of 2021-07-23 is ₹ 45.9761. The total AUM (Asset Under Management) of the fund as of 2021-07-23 is ₹ 35.004. The category risk of the Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 1.4 % as expense ratio.

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

    The fund’s highest allocation is towards equity and has invested 95.8% in this asset class. The top three holdings of the fund are 91 dtb 22072021,principal origin glb smlr coms i acc usd and treps 01-jul-2021

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

    Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-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 (RIDCW-A) has a score of 1 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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