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 FundsMFDebt59.1%
CBLO(CCIL)
Current AssetsMoney Market6.8%
Kotak Mahindra Bank Ltd.
Financial ServicesCD6.8%
Federal Bank Ltd.
Financial ServicesCD6.8%
DCB Bank Ltd.
Financial ServicesCD6.8%
Axis Bank Ltd.
Financial ServicesCD6.8%
IDFC Bank Ltd.
Financial ServicesCD6.7%
Net Receivables/(Payable)
Current AssetsNet Receivables/(Payables)0.3%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

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, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
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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