Principal Global Opportunities Fund (Equity, International)

28.82
8.06%
NA
NA
Capital Appreciation
Long Term Horizon
High
0.42%
13 yrs 8 months29 Mar 2004
₹ 16.71 Cr17 Nov 2017

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Minimum Investment

  • ₹ 10000.00 for Lumpsum

Exit Load

If redeemed on or before 1 Year from the date of allotment - 1%

Investment Objective

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.

Scheme Documents

TenureReturns (CAGR)
YTD
30.57
1 Month
0.49
3 Month
8.70
1 YR
33.43
2 YR
18.32
3 YR
8.90
TenureReturns (CAGR)
1 YR
34.12
2 YR
25.99
3 YR
17.21
5 YR
10.34
10 YR
8.67

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial98.11

Indicators

Standard Deviation12.55%
Beta0.86%
Sharpe Ratio0.28

Rajat Jain

Mr. Jain is a B.E (Mechanical) and PGDM (Management) from IIM Lucknow.
Prior to joining Principal Mutual Fund he has worked with this he was with SBI Mutual Fund.

Other Funds Managed by Rajat Jain

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