|Risk||Low to Moderate|
|Min SIP Amount||₹2000|
|NAV||₹1062.76 (07 May 2021)|
|Fund Started||14 Sep 2004|
|Fund Size||₹75 Cr|
|HDB Financial Services Ltd.||Financial||ZCB||8.3%|
|Indian Railway Finance Corpn. Ltd.||Financial||Bonds/NCD||7.9%|
|National Bank For Agriculture & Rural Development||Financial||Debenture||6.7%|
|Ultratech Cement Ltd.||Construction||Debenture||6.6%|
|Cholamandalam Investment & Finance Co. Ltd.||Financial||Debenture||6.6%|
|L&T Finance Ltd.||Financial||Debenture||6.6%|
|Housing Development Finance Corpn. Ltd.||Financial||NCD||5.3%|
|Axis Bank Ltd.||Financial||CD||5.1%|
|LIC Housing Finance Ltd.||Financial||NCD||4.6%|
Principal Low Duration Fund IDCW Monthly is a Debt Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 14 Sep 2004. Pankaj Jain is the Current Fund Manager of Principal Low Duration Fund IDCW Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹75 Cr and the Latest NAV as of 07 May 2021 is ₹1062.76.
The Principal Low Duration Fund IDCW Monthly is rated Low to Moderate risk. Minimum SIP Investment is set to 2000. Minimum Lumpsum Investment is 5000.
The scheme will maintain a judicious mix of cash, short term and medium term instruments.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.