Principal Credit Risk Fund IDCW Monthly

Debt
Credit Risk
Moderate Risk
Payout
5.78%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Sep 2020₹1,237.10
Min. SIP amountNot Supported
Rating3
Fund size₹14.29Cr

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 Credit Risk
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.5%5.8%6.8%7.3%
Category average12.9%6.9%4.0%NA
Rank with in category16NANA
Understand terms

Holdings (2)

NameSectorInstrumentAssets
National Bank For Agriculture & Rural Development
FinancialDebenture15.1%
Reserve Bank of India
FinancialT-Bills0.8%

Expense ratio, exit load and tax

Expense ratio: 1.51%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 1 year.

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
Check past data

Minimum investment amounts

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

Fund management

Gurvinder Singh Wasan
Jan 2018 - Present
View details

Education
Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience
Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.
Also manages these schemes

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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