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SET SMS ALERT Fund Family PRINCIPAL Mutual Fund
Fund Class Fund of Funds - Equity oriented
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -4.2 | 2 |
| 3 mth | -1.6 | 4 |
| 6 mth | -3.6 | 1 |
| 1 year | 6.2 | 5 |
| 2 year | 8.6 | 1 |
| 3 year | 9.8 | 1 |
| 5 year | 2.9 | 4 |
# Moneycontrol Rank within 5 Fund of Funds - Equity oriented Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -3.1 | - | - | - | - |
| 2012 | 7.1 | -0.6 | 0.8 | 9.3 | 19.5 |
| 2011 | -0.1 | -2.2 | -13.5 | 14.0 | -4.3 |
| 2010 | -2.9 | -6.8 | 13.2 | 7.3 | 11.1 |
| 2009 | 1.7 | 22.0 | 20.3 | 5.5 | 59.2 |
| 2008 | -10.4 | 8.1 | -26.2 | -25.8 | -44.2 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Fund of Funds - Equity oriented)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -4.2 | -1.6 | -3.6 | 6.2 | 8.6 | 9.8 | 2.9 |
| Category avg | -4.7 | -0.6 | -5.5 | 10.6 | 4.0 | 3.7 | 5.0 |
| Difference of Fund returns and Category returns | 0.5 | -1.0 | 1.9 | -4.4 | 4.6 | 6.1 | -2.1 |
| Best of category | -2.7 | 0.6 | -3.6 | 13.8 | 8.6 | 9.8 | 9.2 |
| Worst of category | -5.7 | -2.6 | -8.0 | 6.2 | 1.9 | 1.2 | 2.9 |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Mar 19, 2004 |
| Benchmark | N.A |
| Asset Size (Rs cr) | 32.50 (Mar-30-2013) |
| 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 |
| 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. |
| 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 |
| customer@principalindia.com | |
| Website | http://www.principalindia.com/ |
| Fund of Funds - Equity oriented | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Kotak Equity Fund of Fund (G) | Not Ranked |
24.21 | 0.0 | -5.0 | 13.8 | 1.2 | 6.0 |
| Principal Global Oppor (G) | Not Ranked |
32.50 | -1.6 | -3.6 | 6.2 | 9.8 | 2.9 |
| Birla SL AAF-Aggressive (G) | Not Ranked |
11.04 | 0.6 | -5.0 | 8.7 | 1.5 | 9.2 |
| Quantum Equity FOF (G) | Not Ranked |
3.08 | 0.4 | -5.9 | 12.3 | 2.8 | -- |
| ING 5 STAR MM FoF (G) | Not Ranked |
1.01 | -2.6 | -8.0 | 12.1 | 3.4 | 7.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Fund of Funds | Value (Rs cr) |
Asset % | |
|---|---|---|---|
| Principal Global Investors Fund - Emerging Markets Equity Fund | 29.83 | 98.14 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | 98.14 |
| Money Market | 0.00 |
| Cash / Call | 1.86 |
| Holdings | (%) |
|---|---|
| Top 5 | 98.14 |
| Top 10 | 98.14 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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