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Principal Global Opportunities Fund - Direct Plan

1 Lakh

Investment Grown to
₹ 1.80 Lakh

₹ 10000

Monthly SIP Grown to
₹ 5.30 Lakh


"This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.

Taxability of earnings:

Capital gains

  • If the mutual fund units are sold after 3 years from the date of investment, gains are taxed at the rate of 20% after providing the benefit of inflation indexation.
  • If the mutual fund units are sold within 3 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • No tax is to be paid as long as you continue to hold the units.


  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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Trailing Returns (%)

YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 26.34 -2.00 -2.00 -0.94 1.37 4.92 34.14 21.55 16.76 11.44 --
S&P BSE 500 TRI 28.64 -0.32 -2.18 -2.87 3.33 12.39 38.30 18.80 17.44 12.75 --

As on 29-Nov-2021

Peer Comparison

Fund name Rating Launch Date 1-Year Return 3-Year Return 5-Year Return Expense Ratio Assets (Cr)
Principal Global Opportunities Fund - Direct Plan
Jan-13 34.14 21.55 16.76 0.83% 39
Franklin India Feeder Franklin US Opportunities Fund - Direct Plan  | Invest Online Now
Jan-13 28.17 31.60 25.56 0.56% 4,187
Motilal Oswal Nasdaq 100 FOF - Direct Plan  | Invest Online
Nov-18 32.79 -- -- 0.10% 3,998
Motilal Oswal S&P 500 Index Fund - Direct Plan  | Invest Online
Apr-20 28.14 -- -- 0.50% 2,398
Edelweiss US Technology Equity FoF - Direct Plan  | Invest Online
Mar-20 29.43 -- -- 1.32% 2,134

Best & Worst Performance

Best Performance Worst Performance
Return (%) Period Return (%) Period
Week 15.14 24-Mar-2020 - 31-Mar-2020 -22.98 12-Mar-2020 - 19-Mar-2020
Month 25.31 20-Mar-2020 - 20-Apr-2020 -36.15 18-Feb-2020 - 19-Mar-2020
Quarter 47.34 24-Mar-2020 - 23-Jun-2020 -35.18 24-Dec-2019 - 24-Mar-2020
Year 106.80 19-Mar-2020 - 19-Mar-2021 -24.55 20-Mar-2019 - 19-Mar-2020

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund 20.72 22.00 0.77 0.92 -- --
S&P BSE 500 TRI 22.08 21.79 0.84 0.93 -- --

The Risk Measures have been calculated using calendar month returns for the last three years.

As on 31-Oct-2021

Asset Allocation (%)

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Concentration & Valuation

The underlying data is unavailable.

Sector Allocation vis-à-vis Category

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Top Holdings

Company Sector P/E 3Y High 3Y Low % Assets
equal PGIF Origin Global Smaller Companies Fund Financial -- 99.31

up down equal Indicates an increase or decrease or no change in holding since last portfolio
new Indicates a new holding since last portfolio

As on 31-Oct-2021

Fund Manager

— Rajat Jain since 01-Jan-2013

Education: Mr. Jain is a B.E (Mechanical) and PGDM (Management) from IIM Lucknow.

Experience: Prior to joining Principal Mutual Fund he has worked with this he was with SBI Mutual Fund.

Funds Managed:


Change from previous, NAV as on 29-Nov-2021

Growth: ₹ 49.2081

IDCW: ₹ 49.2081

Investment Strategy

The scheme seeks to build a high quality portfolio of equity and equity related instruments listed overseas. It would aim to identify eligible stocks, which can provide capital appreciation in the long term to out of the list of permitted securities.

Investment Details

Minimum Investment (₹) 10,000
Minimum Addl Investment (₹) 1,000
Minimum SIP Investment (₹) 2,000
Minimum No of Cheques 6
Minimum Withdrawal (₹) 1,000
Minimum Balance (₹) 1
Lock-in Period Not Applicable
Exit Load 1% for redemption within 365 days

Basic Details

Fund House: Principal Mutual Fund
Launch Date: 02-Jan-2013
Return Since Launch: 9.41%
Benchmark: MSCI ACW Small Cap Index
Riskometer: Very High
Type: Open-ended
Assets: ₹ 39 Cr (As on 31-Oct-2021)
Expense: 0.83% (As on 31-Oct-2021)
Risk Grade: --
Return Grade: --
Turnover: --

Contact Information

AMC: Principal Asset Management Pvt. Ltd.

Address: Exchange Plaza - 2rd Floor - NSE Building, "B" Wing-Bandra Kurla Complex, Bandra (East), Mumbai - 400051

Phone: 022-67720555 / 1800-425-5600

Fax: 022-67720512

Email: [email protected]

Website: http://www.principalindia.com

Registrar & Transfer Agent: KFin Technologies Pvt Ltd.

Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016

Phone: 040-44857874

Email: [email protected]

Website: www.karvymfs.com

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