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you are here: Moneycontrol Mutual Funds Fund of Funds - Equity oriented PRINCIPAL Mutual Fund Principal Global Opportunities Fund - Direct Plan (G)

Principal Global Opportunities Fund - Direct Plan (G)

Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 119457
Buy
31.074 -0.29 ( -0.93 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
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Not Ranked

The scheme is Not Ranked in Fund of Funds - Equity oriented category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month -1.5 9
3 Months -1.0 9
6 Months 6.6 3
1 Year 22.9 1
2 Years 21.0 1
3 Years 9.8 4
5 Years 9.2 4

# Moneycontrol Rank within 10 Fund of Funds - Equity oriented Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 0.4 - - - -
2017 5.9 5.9 10.7 2.4 30.4
2016 5.3 2.6 7.4 -3.1 12.6
2015 1.7 1.6 -13.9 -0.2 -9.5
2014 -5.1 5.2 -1.2 -1.8 -1.6
2013 -4.6 -2.3 9.8 1.2 2.7

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -1.5 -1 6.6 22.9 22.9 21 9.8
Category average 0.7 2.4 2 9.4 8.8 6.5 5.8
Difference of Fund returns and Category returns -2.2 -3.4 4.6 13.5 14.1 14.5 4
Best of Category 1.7 8.1 7.1 22.9 21 11.4 19.7
Worst of Category -1.6 -1.1 -4.1 3.5 -0.9 2.5 4
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

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.

Registrars
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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HSBC Managed Solutions India - Growth - Regular Plan (G) 150.92 17.6 2.2 -2.3 6.8 11.1 0.0
HSBC Managed Solutions India - Growth - Direct Plan (G) 7.37 17.8 2.3 -2.2 7.1 11.4 0.0
Kotak Asset Allocator Fund - Direct Plan (G) 1.99 78.2 1.6 2.0 4.6 9.6 16.7
Kotak Asset Allocator Fund - Regular Plan (G) 31.60 76.5 1.4 1.5 3.5 8.8 16.2
Quantum Equity Fund of Funds - Direct (G) 17.89 34.3 2.1 -4.1 8.0 11.7 19.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Apr 30, 2018
Company Sector Value %Assets
Principal Global Investors Fund - Emerging Markets Equity Fund 17.27 97.40
Asset Allocation (%) As on Apr 30, 2018
Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 97.40
Money Market 0.00
Cash / Call 2.60
Sector Allocation (%) As on Apr 30, 2018
Sector %
No Sector Allocation Data Available
Concentration As on Apr 30, 2018
Holdings %
Top 5 97.4
Top 10 97.4
Sectors %
Top 3 0
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