Principal Global Opportunities Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
International
Benchmark Type
MSCI World Index
Scheme AUM (in Crs.)
₹ 17.74
Expense Ratio
0.97%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 7793
Min Subscription
₹ 10000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
28.5032
(0.26 %)
NAV as on 2018-11-19
Returns
Fund
Principal Global Opportunities Fund - Direct Plan
1 Year
-3.78%
3 Year
10.12%
5 Year
4.1%
AMC Details
amc launch date
Launch Date
25 Nov 1994
amc sponsor
Sponsor
NA
amc email
Email
customer@principalindia.com
amc phone
Phone
022 - 67720555
amc address
Address
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
Suitability
This product is suitable for investors who are seeking
• Long term Capital Growth.
• Investment in overseas mutual fund schemes.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,934
Portfolio Value
-66
Total Returns