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Principal Dynamic Bond Fund Growth

Debt
Dynamic Bond
Moderate Risk
2.85%
3Y annualised
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Sep 2020₹31.92
Min. SIP amountNot Supported
Rating2
Fund size₹28.03Cr

Returns and rankings

Category: Debt Dynamic Bond
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.5%2.9%5.5%6.9%
Category average3.9%7.6%7.0%NA
Rank with in category202222NA
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%
Housing Development Finance Corpn. Ltd.FinancialNCD7.5%
GOI
SovereignGOI Sec7.4%
GOI
SovereignGOI Sec5.6%
National Thermal Power Corp. Ltd.EnergyBonds3.9%
National Bank For Agriculture & Rural Development
FinancialDebenture3.9%
See All

Expense ratio, exit load and tax

Expense ratio: 1.52%

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

Bekxy Kuriakose
Jan 2013 - Present
View details

Education
Ms. Kuriakose is a BA (Economics) from Delhi University and PGDM from IIM,Bangalore
Experience
Prior to joining Principal Mutual Fund she has worked with L&T Mutual Fund, Reliance Life Insurance Co. Ltd ,SBI Mutual Fund and Tata Administrative Services
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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FAQs

How to Invest in Principal Dynamic Bond Fund Growth?

You can easily invest in Principal Dynamic Bond Fund Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Principal Dynamic Bond Fund Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Principal Dynamic Bond Fund Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Principal Dynamic Bond Fund Growth provide?

The Principal Dynamic Bond Fund Growth has been there from 09 May 2003 and the average annual returns provided by this fund is 7.48% since its inception.

How much expense ratio is charged by Principal Dynamic Bond Fund Growth?

The term Expense Ratio used for Principal Dynamic Bond Fund Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Principal Dynamic Bond Fund Growth is 1.52% as of 14 Aug 2022...

What is the AUM of Principal Dynamic Bond Fund Growth?

The AUM, short for Assets Under Management of Principal Dynamic Bond Fund Growth is ₹28.03Cr as of 14 Aug 2022.

How to Redeem Principal Dynamic Bond Fund Growth?

If you want to sell your Principal Dynamic Bond Fund Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Principal Dynamic Bond Fund Growth?

You can select either SIP or Lumpsum investment of Principal Dynamic Bond Fund Growth based on your investment objective and risk tolerance.

What is the NAV of Principal Dynamic Bond Fund Growth?

The NAV of Principal Dynamic Bond Fund Growth is ₹31.92 as of 04 Sep 2020.

What is the PE and PB ratio of Principal Dynamic Bond Fund Growth?

The PE ratio ratio of Principal Dynamic Bond Fund Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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