Principal Bank CD Regular Plan Growth

Debt
Ultra Short Duration
Moderately Low Risk
7.88%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
NAV: 19 May 2017₹2,090.54
Min. SIP amountNot Supported
Rating1
Fund sizeNA

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Ultra Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.7%7.9%8.4%NA
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Holdings (8)

NameSectorInstrumentAssets
Principal Mutual Fund (Principal Cash Management Fund -Direct Plan- Growth Option)
Mutual FundsMFDebt59.06%
CBLO(CCIL)
Current AssetsMoney Market6.83%
Kotak Mahindra Bank Ltd.
Financial ServicesCD6.77%
Federal Bank Ltd.
Financial ServicesCD6.77%
DCB Bank Ltd.
Financial ServicesCD6.77%
Axis Bank Ltd.
Financial ServicesCD6.76%
IDFC Bank Ltd.
Financial ServicesCD6.75%
Net Receivables/(Payable)
Current AssetsNet Receivables/(Payables)0.29%

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 180 days, 0.50% if redeemed after 180 days but within 270 days and 0.25% if redeemed after 270 days but within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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