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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹2000 & Lump. ₹10000

AUM (Fund size)

₹38 Cr

Lock In Period

N/A

Expense Ratio

1.35

Benchmark

N/A

Exit Load

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

Summary

Latest details for Principal Global Opportunities Fund Growth include a ₹47.4768 NAV as of Dec 30,2021 and returns since inception of 100.08%. Minimum investments start at SIP ₹2000. The Principal Global Opportunities Fund Growth AUM is ₹38 Cr, with a lock-in of N/A years, expense ratio of 1.35%, and benchmark N/A. Exit load is - 1% if redeemed on or before 1 year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.05% returns, against a category average of 1.07% and a category best of 29.22%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.051.0729.22
6M3.220.3041.07
1Y26.204.07107.87
3Y26.0112.85220.06

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 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
This FundEdelweiss Emerging Markets Opportunities Equity Offshore Fund Growth0188.49 CR2.35
This FundICICI Prudential Bharat 22 FOF Growth02584.85 CR0.13
This FundPrincipal Global Opportunities Fund Growth038.03 CR1.35
This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth55987.35 CR0.58
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth51769.37 CR2.36
Fund Name1Y3Y
This FundEdelweiss Emerging Markets Opportunities Equity Offshore Fund Growth73.774397.2112
This FundICICI Prudential Bharat 22 FOF Growth17.402398.1721
This FundPrincipal Global Opportunities Fund Growth26.2033100.0801
This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth75.3559180.9449
This FundDSP World Gold Mining Overseas Equity Omni FoF Growth106.4834213.8119

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.
Min Inv Amount: ₹500