| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹2000 |
| Expense Ratio | 0.61% |
| NAV | ₹35.97 (29 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹161 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 9.9% |
| GOI | Sovereign | GOI Sec | 6.2% |
| GOI | Sovereign | GOI Sec | 5.8% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 5.8% |
| GOI | Sovereign | GOI Sec | 4.7% |
| Ultratech Cement Ltd. | Construction | Debenture | 4.5% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 4.0% |
| Indian Oil Corpn. Ltd. | Energy | Debenture | 3.8% |
| HDFC Bank Ltd. | Financial | Bonds/Deb | 3.3% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 3.3% |
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 ₹161 Cr and the Latest NAV as of 29 Oct 2020 is ₹35.97.
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 fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.