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Principal Global Opportunities Fund

Principal Global Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

22.05

as on 26 Nov 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,190 today.

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NAV Performance

Principal Global Opportunities Fund performance graph for last 3 years
Performance of Principal Global Opportunities Fund for last 3 Years

Fund Information

  • ₹ 48.388

    as on 26 Nov 2021
  • Regular - Growth

  • -

  • ₹ 10,000

  • ₹ 35 Cr.

    as on 26 Nov 2021
  • 1.43%

    since 31 May 2021
  • 29 Mar 2004

  • Equity - International Funds

  • Nifty 50

  • Principal Mutual Fund

    Show All Funds
  • Principal Global Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Principal Global Opportunities Fund is an Open-ended Equity Fund. The fund belongs to International Funds category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 29 Mar 2004. This fund is offered by one of the top AMC (Assets Management Company) Principal Mutual Fund. You can also view here all other Equity funds offered by Principal Mutual Fund.

Latest NAV of the fund is ₹ 48.388 as on 26 Nov 2021.

This fund has 17 years of track record. Since 31 May 2021 expense ratio of this fund is 1.43%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 2,000. Lumpsum invest is offered with minimum investment of ₹ 10,000.

Fund Objective

The investment objective of the Scheme is to provide long term capital appreciation by predominantly investing in overseas mutual fund schemes, and a certain portion of its corpus in Money Market Securities and/or units of Money Market / Liquid Schemes of Principal Mutual Fund

List of Fund Managers of Principal Global Opportunities Fund

  • About Rajat Jain

    Picture of Rajat JainIn his 29-years of work experience in Investment Management, Rajat Jain has been associated with Principal Mutual Fund for 16 years now. At present, he monitors the investments of Principal Mutual Fund and leads the overall portfolio strategy. Prior to this, he was the Chief Investment Officer at SBI Mutual Fund. Rajat holds a Bachelor’s degree in Mechanical Engineering from NIT, Allahabad and a PGDM from IIM, Lucknow.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 3.57% 5.43% 19.90% 37.80% 41.33% 35.44% 23.79% 11.15% 33.24% 38.97% 35.90% 29.02% 12.81%
Category Average -2.16% 0.13% 5.43% 19.20% 18.92% 16.33% 13.45% 9.33% 11.22% 20.54% 18.87% 14.78% 9.88%
Principal Global Opportunities Fund 0.43%₹ 10,043 2.40%₹ 10,239 8.12%₹ 10,811 37.80%₹ 13,779 23.66%₹ 13,485 25.10%₹ 15,658 33.45%₹ 32,864 22.05%₹ 18,190 27.78%₹ 53,738 16.96%₹ 21,901 19.04%₹ 96,458 11.15%₹ 28,822 12.81%₹ 2,34,053
PGIM India Global Equity Opportunities Fund -1.18%₹ 9,882 1.78%₹ 10,177 19.58%₹ 11,957 22.36%₹ 12,235 20.65%₹ 13,304 41.00%₹ 19,899 35.05%₹ 33,326 35.44%₹ 24,864 35.90%₹ 59,862 23.79%₹ 29,100 29.02%₹ 1,22,634 - -
Nippon India - Us Equity Opportunites Fund -1.41%₹ 9,859 1.53%₹ 10,152 6.72%₹ 10,671 23.14%₹ 12,314 17.29%₹ 13,097 21.93%₹ 14,875 24.19%₹ 30,317 22.63%₹ 18,450 23.50%₹ 50,699 19.22%₹ 24,108 21.03%₹ 1,01,246 - -
ICICI Prudential Us Bluechip Equity Fund -1.60%₹ 9,839 -0.42%₹ 9,958 5.62%₹ 10,561 20.82%₹ 12,082 15.34%₹ 12,976 19.91%₹ 14,386 22.72%₹ 29,918 20.49%₹ 17,502 22.62%₹ 50,088 17.81%₹ 22,710 19.98%₹ 98,692 - -
Sundaram Global Brand Fund 1.75%₹ 10,175 2.57%₹ 10,256 7.63%₹ 10,762 21.19%₹ 12,119 18.91%₹ 13,196 20.94%₹ 14,632 24.15%₹ 30,302 17.97%₹ 16,446 21.37%₹ 49,224 13.25%₹ 18,638 15.46%₹ 88,367 9.03%₹ 23,765 10.17%₹ 2,03,344
Kotak Global Emerging Market Fund -6.65%₹ 9,334 -1.92%₹ 9,808 -5.60%₹ 9,440 3.34%₹ 10,334 -6.97%₹ 11,542 15.73%₹ 13,398 12.40%₹ 27,172 14.75%₹ 15,116 14.31%₹ 44,549 10.93%₹ 16,809 11.16%₹ 79,454 9.07%₹ 23,842 8.32%₹ 1,84,370

Portfolio Holdings

Portfolio holdings pattern of Principal Global Opportunities Fund as on 29 Nov 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.03%
  • Others Holdings:

    99.97%

Top Debt Instrument Type holdings of Principal Global Opportunities Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.03% ₹ .01 Cr.
Others 99.97% -

Top Debt Holdings of Principal Global Opportunities Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.03% ₹ .01 Cr.
Others 99.97%

Other Holdings

Holding TypeHolding Percentage
MF Units 99.31%
TREPS 1.39%
Net Receivables -0.73%