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Principal Global Opportunities Fund

Principal Global Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

25.93

as on 30 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,008 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

  • ₹ 47.477

    as on 30 Dec 2021
  • Regular - Growth

  • -

  • ₹ 10,000

  • ₹ 38 Cr.

    as on 30 Nov 2021
  • 1.35%

  • 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 ₹ 47.477 as on 30 Dec 2021.

This fund has 18 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.35%. 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 10.99% 24.21% 22.16% 35.43% 21.49% 25.93% 16.54% 15.63% 34.56% 14.87% 16.30% 14.84% 14.40%
Category Average 6.62% 12.69% 6.18% 2.47% 3.54% 9.01% 7.86% 8.36% 11.73% 0.60% 4.90% 7.25% 8.26%
Principal Global Opportunities Fund 0.05%₹ 10,005 2.96%₹ 10,295 3.27%₹ 10,327 - - - - - - - - - -
ICICI Prudential Us Bluechip Equity Fund 10.99%₹ 11,099 14.82%₹ 11,481 8.69%₹ 10,869 6.43%₹ 10,643 19.77%₹ 13,252 12.75%₹ 12,713 9.24%₹ 26,351 14.35%₹ 14,956 13.00%₹ 43,715 14.57%₹ 19,763 14.84%₹ 87,031 15.63%₹ 42,812 14.40%₹ 2,54,870
Motilal Oswal Nasdaq 100 Fund Of Fund 6.96%₹ 10,696 2.24%₹ 10,224 -5.26%₹ 9,474 -9.72%₹ 9,028 -2.99%₹ 11,804 0.12%₹ 10,024 -5.93%₹ 22,532 13.72%₹ 14,711 3.14%₹ 37,771 - - - -
Invesco India Feeder - Invesco Global Equity Income Fund 6.28%₹ 10,627 22.49%₹ 12,249 11.55%₹ 11,154 9.67%₹ 10,966 26.42%₹ 13,659 11.84%₹ 12,511 12.26%₹ 27,135 11.51%₹ 13,868 15.10%₹ 45,050 7.97%₹ 14,676 12.01%₹ 81,145 - -
HSBC Global Consumer Opportunities Fund -2.05%₹ 9,795 3.29%₹ 10,328 13.55%₹ 11,355 - - - - - - - - - -
Invesco India Feeder - Invesco Pan European Equity Fund 7.68%₹ 10,767 22.85%₹ 12,285 22.16%₹ 12,216 9.80%₹ 10,979 34.56%₹ 14,149 13.56%₹ 12,900 14.87%₹ 27,822 10.58%₹ 13,525 16.30%₹ 45,831 4.89%₹ 12,696 10.68%₹ 78,505 - -

Portfolio Holdings

Portfolio holdings pattern of Principal Global Opportunities Fund as on 01 Feb 2023 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 99.81%
TREPS 1.27%
Net Receivables -1.11%