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Principal Global Opportunities Fund - Direct Plan (D) SET SMS ALERT

21.657
0.13 (0.61%)
NAV as on Apr-16-2014
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

View Historic Graph From     To     

Returns (NAV as on Apr-16-2014)

Period Returns (%) Rank #
1 mth 1.8 8
3 mth -1.6 8
6 mth -6.8 8
1 year 5.0 8
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 9 Fund of Funds - Equity oriented Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 -5.1 - - - -
2013 -4.6 -2.3 9.8 1.2 2.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Fund of Funds - Equity oriented)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.8 -1.6 -6.8 5.0 -- -- --
Category avg 3.4 5.8 10.3 15.5 5.7 3.0 6.8
Difference of Fund returns and Category returns -1.6 -7.4 -17.1 -10.5 -- -- --
Best of category 5.2 10.3 18.0 20.7 13.7 6.3 17.4
Worst of category 1.8 -1.7 -7.0 4.7 5.3 4.4 13.5

Investment Info

Investment Objective

The investment objective of the Scheme is to provide long term capital appreciation by predominantly investing in overseas mutual fund schemes, and a certain portion of its corpus in Money Market Securities and/or units of Money Market / Liquid Schemes of Principal Mutual Fund.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark N.A
Asset Size (Rs cr) 0.08 (Dec-31-2013)
Minimum Investment Rs.10000
Last Dividend N.A.
Bonus N.A.
Fund Manager Rajat Jain
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office Principal Mutual Fund, Exchange Plaza, 'B' Wing, 2nd Floor, NSE Building, Bandra Kurla Complex, Bandra (E), Mumbai, 400 051
Tel. No. 022 - 2202 1111
Fax No. 91 22 2204 4990
Email customer@principalindia.com
Website http://www.principalindia.com/

Peer Comparison

Fund of Funds - Equity oriented Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Principal Global Oppor (G) Not Ranked
27.36 -1.7 -7.0 4.7 4.9 13.5
Principal Global Oppor - Direct (G) Not Ranked
0.08 -1.6 -6.8 5.0 -- --
Kotak Equity Fund of Fund (G) Not Ranked
21.93 7.9 15.2 19.4 6.0 15.9
Birla SL AAF-Aggressive (G) Not Ranked
7.90 5.9 11.7 16.3 4.4 14.6
Quantum Equity FOF (G) Not Ranked
2.68 10.3 18.0 20.7 6.3 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Fund of Funds Value
(Rs cr)
Asset %
Principal Global Investors Fund - Emerging Markets Equity Fund 24.73 99.53

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 99.53
Money Market 0.00
Cash / Call 0.47

View All

Concentration

Holdings (%)
Top 5 99.53
Top 10 99.53
Sector (%)
Top 3 N.A.

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