Principal Global Opportunities Fund (Equity, International)

High
13 yrs 10 monthsStarted on:29 Mar 2004
₹ 16.62 Cras on: 18 Jan 2018
Long Term Horizon
1.08%
Capital Appreciation

Minimum Investment

  • ₹ 10000.00 for Lumpsum

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.

Exit Load

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

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD6.20
1 Month9.21
3 Month6.99
1 YR32.82
2 YR29.16
3 YR12.22

SIP Returns

TenureReturns (CAGR)
1 YR39.36
2 YR30.08
3 YR20.86
5 YR12.52
10 YR9.74

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial99.32

Indicators

LabelValue
Standard Deviation12.41%
Beta0.85%
Sharpe Ratio0.42

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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