| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹2000 |
| Expense Ratio | 0.60% |
| NAV | ₹35.57 (05 Aug 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹88 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 10.1% |
| Ultratech Cement Ltd. | Construction | Debenture | 8.2% |
| Export-Import Bank Of India | Financial | Bonds | 6.3% |
| GOI | Sovereign | GOI Sec | 6.2% |
| National Housing Bank | Financial | NCD | 6.0% |
| ICICI Bank Ltd. | Financial | Bonds | 6.0% |
| GOI | Sovereign | GOI Sec | 6.0% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 6.0% |
| Reliance Industries Ltd. | Energy | Debenture | 5.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 5.9% |
Principal Short Term Debt Fund Direct Growth is a Debt Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Gurvinder Singh Wasan is the Current Fund Manager of Principal Short Term Debt Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹88 Cr and the Latest NAV as of 05 Aug 2020 is ₹35.57.
The Principal Short Term Debt Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 2000. Minimum Lumpsum Investment is 5000.
The primary objective of the scheme is to generate regular income and capital appreciation through investments in debt instruments and related securities with focus on short - term maturity papers
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.