36.2503
49.3929
1
1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
"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
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 24.75 | 0.98 | -2.82 | -3.22 | -0.27 | 2.06 | 31.67 | 20.42 | 16.46 | 11.27 | 9.97 |
| S&P BSE 500 TRI | 30.36 | -0.80 | 1.01 | -2.82 | 0.68 | 11.49 | 37.96 | 19.12 | 17.93 | 12.93 | 15.53 |
As on 03-Dec-2021
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Principal Global Opportunities Fund | Mar-04 | 31.67 | 20.42 | 16.46 | 1.35% | 39 | |
| Motilal Oswal NASDAQ 100 Exchange Traded Fund | Mar-11 | 30.46 | 35.43 | 29.52 | 0.57% | 5,704 | |
| Franklin India Feeder Franklin US Opportunities Fund | Invest Online Now | Feb-12 | 19.38 | 26.26 | 23.55 | 1.58% | 4,187 | |
| Motilal Oswal Nasdaq 100 FOF - Regular Plan | Invest Online | Nov-18 | 28.42 | 33.47 | -- | 0.50% | 3,998 | |
| Motilal Oswal S&P 500 Index Fund - Regular Plan | Invest Online | Apr-20 | 25.96 | -- | -- | 1.07% | 2,398 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 15.18 | 27-Oct-2008 - 04-Nov-2008 | -22.99 | 12-Mar-2020 - 19-Mar-2020 |
| Month | 25.27 | 20-Mar-2020 - 20-Apr-2020 | -36.18 | 18-Feb-2020 - 19-Mar-2020 |
| Quarter | 47.19 | 24-Mar-2020 - 23-Jun-2020 | -43.79 | 25-Jul-2008 - 24-Oct-2008 |
| Year | 105.92 | 19-Mar-2020 - 19-Mar-2021 | -52.45 | 25-Oct-2007 - 24-Oct-2008 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Fund | 21.53 | 21.74 | 0.82 | 0.97 | -- | -- |
| S&P BSE 500 TRI | 19.76 | 21.92 | 0.73 | 0.84 | -- | -- |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 30-Nov-2021
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| Company | Sector | P/E | 3Y High | 3Y Low | % Assets | |
|---|---|---|---|---|---|---|
|
PGIF Origin Global Smaller Companies Fund | Financial | -- | 99.31 |
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Oct-2021
— Rajat Jain since 20-Mar-2004
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:
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.
| 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 |
| Fund House: | Principal Mutual Fund |
| Launch Date: | 29-Mar-2004 |
| Return Since Launch: | 9.14% |
| Benchmark: | MSCI ACW Small Cap Index |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 39 Cr (As on 31-Oct-2021) |
| Expense: | 1.35% (As on 31-Oct-2021) |
| Risk Grade: | -- |
| Return Grade: | -- |
| Turnover: | -- |
Fundwire - 11-Oct-2017
House Voice - 26-Dec-2012
Fund News - 31-Jul-2012
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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Friday, 10-Dec-2021
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