Principal Short Term Debt Fund Direct Growth+0.03%

3Groww
-0.44%
1 Year Return
Debt
Short Duration
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Principal Short Term Debt Fund Direct Growth

RiskModerate
Min SIP Amount₹2000
Expense Ratio0.47%
NAV32.2 (23 Aug 2019)
Fund Started01 Jan 2013
Fund Size190 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Short Term Debt Fund Direct Growth
-0.4%
4.5%
6.7%
7.2%
Category Average
9.0%
NA
NA
-
Rank within category
24
23
21
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -0.4% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    National Thermal Power Corp. Ltd.EnergyBonds10.7%
    Reliance Industries Ltd.EnergyNCD9.1%
    IIFL Home Finance Ltd.FinancialBonds/NCD8.7%
    GOISovereignCGL8.2%
    GOISovereignGOI Sec5.5%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture5.3%
    Kotak Mahindra Bank Ltd.FinancialCD5.2%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture5.0%
    Ultratech Cement Ltd.ConstructionDebenture4.8%
    Dewan Housing Finance Corpn. Ltd.FinancialDebenture3.4%
    See All

    Other Details

    Principal Short Term Debt Fund Direct Growth is a Debt Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Gurvinder Singh Wasan is the Current Fund Manager of Principal Short Term Debt Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹190 Cr and the Latest NAV as of 23 Aug 2019 is ₹32.2.

    The Principal Short Term Debt Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is 2000. Minimum Lumpsum Investment is 5000. Exit load of 3% if redeemed within 180 days..

    Investment Objective

    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

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 3% if redeemed within 180 days.
    Exit Load

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    About PRINCIPAL Mutual Fund

    Address
    Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
    Phone
    022-67720555
    Launch Date
    24 Nov 1994
    PRINCIPAL Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹2,000
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    + ₹20,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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