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) ` 15.71
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 1.34

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -1.90% -4.55%
3 Month 0.28% -0.12%
6 Month -0.93% 5.22%
1 Year -8.53% -0.83%
3 Year 7.31% 10.00%
5 Year 3.56% 7.19%
Since Inception 6.94% 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