Principal Global Opportunities Fund (G)

Principal Global Opportunities Fund (G)

AMC Name: Principal Mutual Fund

Riskometer

High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Rajat Jain
Fund Horizon OPEN
Inception Date 29-Mar-2004
Scheme AUM(CR) ` 15.14
Minimum SIP/LUMPSUM ` 2000/ ` 500
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,5,15,25
Entry Load IF redeemed on or before 1 year from the date of allotment - 1%.
Exit Load IF redeemed on or before 1 year from the date of allotment - 1%.
Expense Ratio 1.43

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 7.67% 5.42%
3 Month 6.94% 7.97%
6 Month 7.26% 7.95%
1 Year 8.80% 14.64%
3 Year 12.25% 15.27%
5 Year 6.32% 7.51%
Since Inception 7.41% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others