Principal Global Opportunities Fund-Direct Plan - Growth Option
Very High Risk
Equity
₹49.25
-0.08%1D Change
9.43%p.a.
Very High Risk
Equity
₹49.25
-0.08%1D Change
9.43%p.a.
Principal Global Opportunities Fund-Direct Plan - Growth Option
₹49.25
-0.08%1D
9.43%p.a.
Returns Calculator
Investment Type
Fund Overview
- RatingNo Rating
- Expense ratio0.85%
- Exit Load1% within 365 days
- AUM (Fund size)₹38.03 Crore
- Lock-in periodNo Lock-in
- Age12 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
| 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
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Edelweiss Greater China E... | ₹ 2,076 Cr | ₹52.86 | -0.27% | Very High |
| Edelweiss US Technology E... | ₹ 3,222 Cr | ₹31.38 | -0.96% | Very High |
| Edelweiss Europe Dynamic ... | ₹ 132 Cr | ₹27.52 | 0.22% | Very High |
| Aditya Birla Sun Life Int... | ₹ 229 Cr | ₹47.21 | 0.10% | Very High |
NAV History
FUND | Principal Global Opportunities Fund-Direct Plan - Growth Option |
|---|---|
| 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 Option |
|---|---|
| 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% |
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
(as per historical returns)
