Principal Global Opportunities Fund-Direct Plan - Growth Option
Very High Risk
Equity
NAV as of Dec 31, 2021
₹49.25
-0.08%1D Change
3Y returns
+90.76% ↑
Very High Risk
Equity
NAV as of Dec 31, 2021
₹49.25
-0.08%1D Change
3Y returns
+90.76% ↑
Principal Global Opportunities Fund-Direct Plan - Growth Option
Very High Risk|Equity
NAV as of Dec 31, 2021
₹49.25
-0.08%1D
3Y returns
+90.76% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- RatingNo Rating
- Expense ratio0.85%
- Exit Load1% within 365 days
- AUM (Fund size)₹38.03 Crore
- Lock-in periodNo Lock-in
- Age13 yrs since Jan 02, 2013
- Min. investmentSIP ₹2000 & Lump. ₹10000
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Principal Origin Glb Smlr Coms I Acc USD | 99.81% |
| Treps 01-Dec-2021 | 1.27% |
| Net Receivable / Payable | 1.1% |
| 91 DTB 06012022 | 0.03% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Edelweiss Emerging Market... | ₹ 203 Cr | ₹25.38 | -3.06% | Very High |
| Edelweiss Greater China E... | ₹ 2,789 Cr | ₹62.43 | -3.21% | Very High |
| Edelweiss Europe Dynamic ... | ₹ 225 Cr | ₹31.20 | -1.83% | Very High |
NAV History - Principal Global Opportunities Fund - Direct Plan Growth
FUND | Principal Global Opportunities Fund - Direct Plan Growth |
|---|---|
| NAV (Dec 31, 2021) | ₹49.25 |
| Class | Equity | International- Global Other |
| Inception Date | Jan 02, 2013 |
| Fund Manager | Rajat Jain |
FUND | Principal Global Opportunities Fund - Direct Plan Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹2000 and Lump. ₹10000 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Principal Global Opp... | -0.42% | 0.01% | 3% | 3.4% | 26.44% | 25.24% |
Frequently Asked Questions
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About Principal Asset Management Private Limited
The operations of Principal Mutual Fund is based on the motto of providing clarity and integrity to investors. The fund house intends to offer a wide range of investment options to individuals to meet their investment needs at various stages of their life. As an investor, you only have to match your risk profile and requirements with the fund's objectives.
Principal Asset Management Private Limited Details
- No. of schemes13
- Total AUM₹7,768.23 Crore
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹6,262
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.