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.
No single fund can achieve what a plan can. Learn why
Historical NAV
₹ 47.9365
NAV (Oct 22)
Fund Returns
Last 1Y
43%
Last 3Y
18.1%
Last 5Y
15.9%
Last 10Y
11.1%
Since Inception
9.3%
6 Month CAGR
4.6%
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.
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.
Principal Asset Management Private Limited manages assets worth 9,397 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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01
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03
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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 9.3% 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 fund as of 2021-10-22 is ₹47.94. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹36.846. 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 1.35 % 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 96.4% in this asset class. The top three holdings of the fund are , principal origin glb smlr coms i acc usd , treps 01-oct-2021 , net receivable / payable
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 3 out of 5 based on consistency of performance over various years / tenures.
