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  • 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
Not Reviewed yet
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Fund Size

Outperformance Consistency

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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 (20y ago)
Mar 29, 2004
AUM in Crores
38.031
ISIN
INF173K01CR5
Lock-in
No Lock-in
Benchmark
MSCI ACWI Small NR LCL
SIP Minimum
0
Lumpsum Min.
10000
Standard Deviation (3yr)
20.8
Standard Deviation (5yr)
19
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Principal Global Opportunities Fund (RIDCW-A)70%11,07,517 3,74,90516.5%
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.

Asset allocation and Holdings

Last updated on 2021-12-31

Top Stock Holdings

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Comparison with International Equity Funds

Fund NameFund SizeOutperformance Consistency
Franklin India Feeder Franklin U S Opportunities Fund (G)
Franklin India Feeder Franklin U S Opportunities Fund (G)

₹ 3,567 cr

₹ 3,053 cr

₹ 3,567 cr

₹ 3,567 cr

₹ 3,053 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.amc-img
022-67720555
customer@principalindia.com
Fund NameScripbox Opinion
Till Date CAGR

21.9%

24.8%

3%

5.5%

16.8%

19%

3.3%

8.7%

3.9%

7%

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 19 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 3/19/2024 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 ₹0 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 instruments 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 ₹0. 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 Not Reviewed Yet 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.