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Principal Global Opportunities Fund(IDCW Sweep)

IDCW
OtherFoFs (Overseas)
Small-size FundAssets Under Mgmt: ₹ 37 Cr
Very High RiskPrinciple investment will be at very high risk
49.250.67 (+1.38%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OtherFoFs (Overseas)
Small-size FundAssets Under Mgmt: ₹ 37 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
0.82
No LabelNo Label
No LabelNo Label
2.24
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0.99
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No LabelNo Label
1.13

About FoFs (Overseas)

FoFs (Overseas) invest in mutual funds operating in the foreign countries. They offer the opportunity to yield higher returns through the best performing funds and bonds of different countries.

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
1% on or before 1Y
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 10,000
Initial: ₹ 10,000 Incremental: ₹ 1,000
BenchmarkBenchmark
MSCI All Country World Small Cap Index

Tax Implications

Investment period < 3 years

Gains are added to taxable income and taxed according to the individual's income tax slab

Investment period > 3 years

Gains are taxed at 20% with indexation benefit

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
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After indexation
Indexation is used to adjust the purchase price of an investment to reflect the effect of inflation on it
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Fund ManagerRead more 

Exp: 21yrs

 | 

#Funds: 9

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AMC profile

Principal AMC Pvt. Ltd is currently one of India’s leading Mutual Fund houses. As of March 2019, Principal Mutual Fund India has a total sum of Rs. 7,090 Crore under its ambit. It is also registered with SEBI with the registration number being MF/019/94/0

  • No.of Schemes

    19

  • Total AUM

    ₹ 9,252.43 Cr.