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Principal Global Opportunities Fund (D)

PLAN: Regular OPTIONS: Dividend
22.622 0.2 (0.89%)

NAV as on 24 Aug, 2016

CRISIL MF RANK

Not Ranked

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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 24 Aug, 2016)

Period Returns (%) Rank #
1 mth 2.7 2
3 mth 12.4 3
6 mth 19.0 5
1 year 12.9 6
2 year -2.5 15
3 year 0.6 13
5 year 6.2 6

# Moneycontrol Rank within 19 Fund of Funds - Equity oriented Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 5.1 - - - -
2015 1.6 1.5 -14.0 -0.3 -9.9
2014 -5.2 5.1 -1.3 -1.9 -2.0
2013 -3.1 -2.4 9.7 1.1 4.1
2012 7.1 -0.6 0.8 9.3 19.5
2011 -0.1 -2.2 -13.5 14.0 -4.3

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Fund of Funds - Equity oriented)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.7 12.4 19.0 12.9 -2.5 0.6 6.2
Category avg -1.5 2.9 6.6 3.1 7.3 8.7 6.9
Difference of Fund returns and Category returns 4.2 9.5 12.4 9.8 -9.8 -8.1 -0.7
Best of category 2.8 12.5 29.2 14.6 23.1 28.2 17.0
Worst of category -8.0 -12.5 -26.5 -28.2 -19.8 -17.4 -11.8

Investment Info

Investment 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.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Mar 19, 2004
Benchmark N.A
Asset Size (Rs cr) 14.91 (Jun-30-2016)
Minimum Investment Rs.10000
Last Dividend N.A.
Bonus N.A.
Fund Manager Rajat Jain
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office Principal Mutual Fund, Exchange Plaza, 'B' Wing, 2nd Floor, NSE Building, Bandra Kurla Complex, Bandra (E), Mumbai, 400 051
Tel. No. 022 - 2202 1111
Fax No. 91 22 2204 4990
Email customer@principalindia.com
Website http://www.principalindia.com/

Peer Comparison

Fund of Funds - Equity oriented Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HSBC Managed Sol.- Growth - RP (G) Not Ranked
123.25 10.1 24.2 14.3 -- --
HSBC Managed Sol.- Growth - DP (G) Not Ranked
3.73 10.2 24.4 14.6 -- --
Kotak Asset Allocator Fund - Regular (G) Not Ranked
26.46 5.9 16.2 10.6 24.1 15.6
Kotak Asset Allocator Fund - Direct (G) Not Ranked
0.88 6.1 16.5 11.1 24.3 --
Sundaram Hybrid Sr-A (3Yr) Dir (G) Not Ranked
26.31 4.0 7.5 3.4 10.3 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 29, 16)

Fund of Funds Value
(Rs cr)
Asset %
Principal Global Investors Fund - Emerging Markets Equity Fund 16.01 100.27

Full Portfolio

Sector Allocation (Jul 29, 16)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jul 29, 16)

Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 100.27
Money Market 0.00
Cash / Call -0.27

View All

Concentration

Holdings (%)
Top 5 100.27
Top 10 100.27
Sector (%)
Top 3 N.A.

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