PRINCIPAL
Principal Global Opportunities Fund-Growth
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.00% | +0.06% | -0.06 | 15 / 25 | Q3 |
| 1W | +0.47% | -0.98% | +1.45 | 11 / 25 | Q2 |
| 2W | -0.09% | -4.10% | +4.02 | 12 / 26 | Q2 |
| 1M | +0.05% | -4.16% | +4.21 | 12 / 26 | Q2 |
| 3M | +2.96% | -0.70% | +3.66 | 15 / 26 | Q3 |
| 6M | +2.88% | +1.08% | +1.81 | 16 / 26 | Q3 |
| YTD | +25.96% | +4.42% | +21.54 | 3 / 26 | Q1 |
| 1Y | +26.20% | +11.06% | +15.14 | 9 / 25 | Q2 |
| 2Y | +21.12% | +4.36% | +16.77 | 7 / 25 | Q2 |
| 3Y | +24.79% | +4.66% | +20.13 | 4 / 25 | Q1 |
| 4Y | +13.21% | +3.48% | +9.74 | 8 / 25 | Q2 |
| 5Y | +16.55% | +6.30% | +10.25 | 2 / 23 | Q1 |
| 7Y | +11.47% | +10.19% | +1.28 | 6 / 15 | Q2 |
| 10Y | +10.12% | +10.88% | -0.76 | 6 / 10 | Q3 |
| Inception | +8.57% | +2.11% | +6.45 | 7 / 26 | Q2 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2021 YTD | +25.96% | +8.26% | +17.70 | 2 / 12 |
| 2020 | +16.48% | +18.86% | -2.38 | 9 / 14 |
| 2019 | +32.46% | +26.46% | +6.00 | 4 / 14 |
| 2018 | -16.10% | -6.08% | -10.02 | 14 / 14 |
| 2017 | +30.91% | +16.48% | +14.43 | 2 / 15 |
| 2016 | +10.08% | +13.28% | -3.20 | 10 / 15 |
| 2015 | -9.65% | +1.24% | -10.88 | 7 / 7 |
| 2014 | -2.62% | -2.42% | -0.20 | 7 / 11 |
| 2013 | +5.39% | +0.73% | +4.66 | 5 / 11 |
| 2012 | +21.47% | +9.68% | +11.79 | 3 / 11 |
| 2011 | -2.60% | -7.38% | +4.78 | 4 / 11 |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Risk profile
Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.
Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.
Peers in Fund of Funds - Overseas
Recent NAVs
| Date | NAV |
|---|---|
| 30 Dec 2021 | ₹47.4768 |
| 24 Dec 2021 | ₹47.6442 |
| 23 Dec 2021 | ₹47.2541 |
| 22 Dec 2021 | ₹46.8168 |
| 21 Dec 2021 | ₹45.8482 |
| 20 Dec 2021 | ₹46.8955 |
| 17 Dec 2021 | ₹47.4492 |
| 16 Dec 2021 | ₹47.5180 |
| 15 Dec 2021 | ₹47.0470 |
| 14 Dec 2021 | ₹47.2307 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- understands what asset class this scheme actually invests in (check the factsheet)
- matches that asset class's volatility profile to their goal horizon
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.