Principal Global Opportunities Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Principal Global Opportunities Fund Growth Fund Overview
SIP ₹2000 & Lump. ₹10000
₹38 Cr
N/A
1.35
1% if redeemed on or before 1 year from the date of allotment.
N/A
Principal Global Opportunities Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.05 | -1.62 | 24.83 |
| 6M | 3.22 | 3.14 | 53.24 |
| 1Y | 26.20 | 3.54 | 53.97 |
| 3Y | 26.01 | 12.06 | 291.18 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
About Fund Principal Global Opportunities Fund Growth
Principal Global Opportunities Fund Growth managed by ,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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| PGIM India Emerging Markets Equity Fund of Fund Growth | 1 | 1,414 CR | 2.34 |
| Bandhan US specific Equity Active FOF Growth | 1 | 358 CR | 1.59 |
| Principal Global Opportunities Fund Growth | 0 | 38 CR | 1.35 |
| DSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 1,827 CR | 2.31 |
| Mirae Asset NYSE FANG + ETF Fund of Fund Growth | 5 | 2,707 CR | 0.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundPGIM India Emerging Markets Equity Fund of Fund Growth | 26.1013 | 98.7847 |
| This FundBandhan US specific Equity Active FOF Growth | 11.2621 | 98.9027 |
| This FundPrincipal Global Opportunities Fund Growth | 26.2033 | 100.0801 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 31.0373 | 282.7889 |
| This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth | 41.7464 | 286.6986 |
Principal Global Opportunities Fund Growth FAQs
- 1 Month : 0.05%
- 6 Months : 3.22%
- 1 Year : 26.20%
- 3 Years : 26.01%
