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Principal Global Opportunities Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Principal Global Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹2000 & Lump. ₹10000

AUM (Fund size)

₹38 Cr

Lock In Period

N/A

Expense Ratio

1.35

Exit Load

1% if redeemed on or before 1 year from the date of allotment.

Benchmark

N/A

Summary

Principal Global Opportunities Fund Growth NAV is ₹47.4768 as of 23 May, 2026. Principal Global Opportunities Fund Growth has delivered 100.08% returns since its launch. The minimum SIP investment amount in Principal Global Opportunities Fund Growth is ₹2000. The AUM of Principal Global Opportunities Fund Growth is ₹38 Cr. The expense ratio of the fund is 1.35%, and its benchmark is N/A. The current exit load of the fund is 1% if redeemed on or before 1 year from the date of allotment.. In the last 1M months, Principal Global Opportunities Fund Growth has delivered 0.05% returns.

Principal Global Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.05-1.0814.70
6M3.221.1538.23
1Y26.204.49104.15
3Y26.0111.93225.64

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2021-11-30
View allocation % by

1. PGIF Origin Global Smaller Companies Fund - Usd I Class Accumulation99.81%
2. TREPS 01-Dec-20211.27%
3. 91 DAY T-BILL 06-Jan-20220.03%
4. Net Receivable / Payable-1.11%

About Fund Principal Global Opportunities Fund Growth

Principal Global Opportunities Fund Growth managed by Principal Mutual Fund,is a Fund Of Fundsscheme with Assets Under Management of ₹38 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.35. Under the expert guidance of Rajat Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rajat Jain

Mr. Rajat graduate degree is in Mechanical Engineering and he holds a Diploma in Management from Indian Institute of Management, Lucknow. He has an experience of over 11 years in the capital markets. His last assignment was with SBI Mutual Fund where he was the CIO. Prior to that, he worked in the investment function in various capacities including as a Fund Manager, Head of Research and Equities Dealer.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Bharat 22 FOF Growth52923.66 CR0.13
Franklin U.S. Opportunities Equity Active Fund of Funds Growth25190.02 CR1.47
Principal Global Opportunities Fund Growth038.03 CR1.35
Motilal Oswal Nasdaq 100 Fund of Fund Growth57690.83 CR0.47
DSP World Gold Mining Overseas Equity Omni FoF Growth51709.68 CR2.3
Fund Name1Y3Y
This FundICICI Prudential Bharat 22 FOF Growth10.400992.0816
This FundFranklin U.S. Opportunities Equity Active Fund of Funds Growth27.488792.8416
This FundPrincipal Global Opportunities Fund Growth26.2033100.0801
This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth81.5709187.0878
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth102.7845219.281

Principal Global Opportunities Fund Growth FAQs

Principal Global Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Principal Global Opportunities Fund Growth is 1.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Principal Global Opportunities Fund Growth’s fund performance is as follows:
  • 1 Month : 0.05%
  • 6 Months : 3.22%
  • 1 Year : 26.20%
  • 3 Years : 26.01%
Returns of Principal Global Opportunities Fund Growth are updated daily based on NAV of ₹ 47.4768 as on Dec 30,2021. Since inception, the return has been 100.08%.

You can invest in Principal Global Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Principal Global Opportunities Fund Growth is ₹38 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Principal Global Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.