otherVery high risk

Principal Global Opportunities Fund-Direct Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From Principal Mutual Fund. It's been running since 3 Jan 2013.

Latest price per unit

₹49.2876

▼ 0.34% 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

₹1.27 L

▲ ₹26.8k gain · 26.8% / year

Invested 3 years ago

₹2.02 L

▲ ₹1.02 L gain · 26.4% / year

Invested 5 years ago

₹2.20 L

▲ ₹1.20 L gain · 17.0% / 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

-37.39%

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 year26.82%

CAGR — 3 years26.44%

CAGR — 5 years17.05%

CAGR — since launch9.35%

Volatility — 1 year (annualised)14.97%

Volatility — 3 years (annualised)20.31%

Max drawdown — 1 year-7.14%

Max drawdown — 3 years-37.39%

Sharpe ratio — 1 year (rf=6%)1.29

Sharpe ratio — 3 years (rf=6%)0.89

Fund info

Fund house: Principal Mutual Fund
Category: Other Scheme - FoF Overseas
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119457
First price on record: 3 Jan 2013 · 2,126 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.