- Mutual Funds
- Principal Mutual Fund
- Principal Global Opportunities Fund (RIDCW-A)
Formerly Principal Global Opportunities DR
Principal Global Opportunities Fund (RIDCW-A)
₹ 47.4362
NAV (Dec 31)
Neutral
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.
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
Scripbox Recommended US Equity Funds
Want the US equity funds that are right for your long term equity investment needs?
Learn more
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Comparison with International Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 3,262 cr | |||
₹ 1,934 cr | |||
₹ 38 cr | |||
₹ 38 cr | |||
₹ 38 cr |
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.
| Fund Name | Scripbox 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 Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsPrincipal 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)?
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.