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Principal Global Opportunities Fund

Principal Global Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.31

as on 30 Jul 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,337 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

  • ₹ 47.099

    as on 30 Jul 2021
  • Regular - Growth

  • -

  • ₹ 10,000

  • ₹ 35 Cr.

    as on 30 Jul 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 ₹ 47.099 as on 30 Jul 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 2.45% 8.01% 22.58% 45.51% 42.60% 30.60% 22.27% 9.87% 49.92% 44.57% 38.39% 29.63% 12.82%
Category Average -0.64% 2.56% 11.86% 30.97% 24.09% 14.14% 13.81% 8.30% 29.12% 29.07% 22.05% 16.59% 10.41%
Principal Global Opportunities Fund 2.45%₹ 10,245 1.71%₹ 10,171 20.80%₹ 12,080 45.51%₹ 14,550 49.92%₹ 15,026 27.62%₹ 16,297 39.21%₹ 34,470 15.31%₹ 15,337 28.72%₹ 54,391 16.49%₹ 21,473 19.79%₹ 98,174 9.87%₹ 25,667 12.82%₹ 2,34,072
PGIM India Global Equity Opportunities Fund 2.03%₹ 10,202 5.98%₹ 10,597 7.15%₹ 10,715 32.96%₹ 13,295 30.12%₹ 13,868 40.69%₹ 19,811 44.30%₹ 35,932 30.60%₹ 22,290 38.39%₹ 61,769 22.27%₹ 27,362 29.63%₹ 1,24,319 - -
Nippon India - Us Equity Opportunites Fund 1.12%₹ 10,112 2.16%₹ 10,215 20.82%₹ 12,081 31.54%₹ 13,153 34.56%₹ 14,132 25.40%₹ 15,735 30.74%₹ 32,094 21.36%₹ 17,882 26.42%₹ 52,728 19.51%₹ 24,400 22.70%₹ 1,05,345 - -
ICICI Prudential Us Bluechip Equity Fund 1.29%₹ 10,128 5.15%₹ 10,515 22.58%₹ 12,257 36.41%₹ 13,640 40.28%₹ 14,468 27.30%₹ 16,214 31.83%₹ 32,396 20.90%₹ 17,682 26.87%₹ 53,052 18.61%₹ 23,501 22.41%₹ 1,04,618 - -
Sundaram Global Brand Fund 1.12%₹ 10,111 5.11%₹ 10,511 19.78%₹ 11,977 33.37%₹ 13,337 34.21%₹ 14,112 23.71%₹ 15,312 29.37%₹ 31,716 14.37%₹ 14,964 22.79%₹ 50,173 12.84%₹ 18,304 16.07%₹ 89,658 8.00%₹ 21,604 10.21%₹ 2,03,787
ICICI Prudential Global Stable Equity Fund (FoF) 1.77%₹ 10,176 4.43%₹ 10,443 17.45%₹ 11,745 26.87%₹ 12,686 32.69%₹ 14,018 16.76%₹ 13,638 21.95%₹ 29,691 11.55%₹ 13,884 16.98%₹ 46,256 9.04%₹ 15,424 12.99%₹ 83,108 - -

Portfolio Holdings

Portfolio holdings pattern of Principal Global Opportunities Fund as on 04 Aug 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 98.31%
TREPS 2.44%
Net Receivables -0.78%