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Principal Dynamic Bond Fund Direct Growth

Debt
Dynamic Bond
Moderate Risk
3.47%
3Y annualised
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Sep 2020₹33.65
Min. SIP amount₹2,000
Rating2
Fund size₹28.03Cr

Returns and rankings

Category: Debt Dynamic Bond
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.8%3.5%6.2%7.1%
Category average3.9%7.6%7.0%NA
Rank with in category222222NA
Understand terms

Holdings (12)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec19.3%
GOI
SovereignGOI Sec18.5%
GOI
SovereignGOI Sec8.8%
GOI
SovereignGOI Sec7.7%
GOI
SovereignGOI Sec7.6%
FinancialNCD7.5%
GOI
SovereignGOI Sec7.4%
GOI
SovereignGOI Sec5.6%
EnergyBonds3.9%
National Bank For Agriculture & Rural Development
FinancialDebenture3.9%
See All

Pros and cons

Category: Debt Dynamic Bond

Pros

1Y annualised returns higher than category average by 3.93%
Lower expense ratio: 1.13%

Cons

Lower AUM: 28Cr. Funds with lower AUM tend to have higher expense ratio
3Y and 5Y annualised returns lower than category average
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.13%

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 investment₹2,00,000
Min. for 2nd investment onwards₹2,00,000
Min. for SIP₹2,000

Fund management

Bekxy Kuriakose
Jan 2013 - Present
View details

Fund house & investment objective

Fund house contact details

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