Principal Bank CD Plan Growth

Debt
Ultra Short Term
Moderately Low Risk
+7.88%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
NAV: 19 May 2017
₹2,090.54
Rating
1
Min. SIP amount
Not Supported
Fund size
NA

Return calculator

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

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%

Minimum investment amounts

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

Returns and rankings

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

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

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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