otherVery high risk

Principal Global Opportunities Fund- Income Distribution CUM Capital Withdrawal Option

A specialised fund. Check the scheme details for what it invests in. From Principal Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹47.4768

▼ 0.35% today

As of 30 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.26 L

▲ ₹26.2k gain · 26.2% / year

Invested 3 years ago

₹2.00 L

▲ ₹99.8k gain · 25.9% / year

Invested 5 years ago

₹2.15 L

▲ ₹1.15 L gain · 16.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

20.3%

The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-56.38%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year26.22%

CAGR — 3 years25.95%

CAGR — 5 years16.55%

CAGR — since launch8.57%

Volatility — 1 year (annualised)14.97%

Volatility — 3 years (annualised)20.30%

Max drawdown — 1 year-7.18%

Max drawdown — 3 years-37.44%

Sharpe ratio — 1 year (rf=6%)1.25

Sharpe ratio — 3 years (rf=6%)0.87

Fund info

Fund house: Principal Mutual Fund
Category: Other Scheme - FoF Overseas
Plan: —
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 102336
First price on record: 3 Apr 2006 · 3,728 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.