Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
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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 0.84% and a category best of 27.81%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.05 | 0.84 | 27.81 |
| 6M | 3.22 | 3.31 | 90.79 |
| 1Y | 26.20 | 7.45 | 187.04 |
| 3Y | 26.01 | 17.58 | 356.58 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2021-11-30
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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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHSBC Global Emerging Markets Fund Growth | 2 | 373.57 CR | 1.56 |
| This FundPGIM India Emerging Markets Equity Fund of Fund Growth | 1 | 1187.48 CR | 2.39 |
| This FundPrincipal Global Opportunities Fund Growth | 0 | 38.03 CR | 1.35 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 5 | 6081.85 CR | 0.58 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 1974.63 CR | 2.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Global Emerging Markets Fund Growth | 55.4724 | 90.0794 |
| This FundPGIM India Emerging Markets Equity Fund of Fund Growth | 38.3985 | 93.2218 |
| This FundPrincipal Global Opportunities Fund Growth | 26.2033 | 100.0801 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 16.5516 | 124.9253 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 185.1083 | 347.674 |
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%
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