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Principal Short Term Debt Fund Direct Growth-0.03%

12.02%
1 Year Return
Debt
Short Duration
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Short Term Debt Fund Direct Growth

RiskModerate
Min SIP Amount₹2000
Expense Ratio0.63%
NAV₹36.81 (23 Jun 2021)
Fund Started01 Jan 2013
Fund Size140 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
12.0%
4.9%
5.9%
7.3%
Category Average
7.0%
6.2%
6.5%
-
Rank Within Category
2
20
19
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount2,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 12.0% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
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. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec7.8%
Maharashtra StateOthersSDL7.1%
GOISovereignGOI Sec6.0%
Ultratech Cement Ltd.ConstructionDebenture5.0%
GOISovereignGOI Sec4.9%
Indian Oil Corpn. Ltd.EnergyDebenture4.3%
HDFC Bank Ltd.FinancialBonds/Deb3.9%
National Housing BankFinancialNCD3.8%
ICICI Bank Ltd.FinancialBonds3.8%
Housing Development Finance Corpn. Ltd.FinancialDebenture3.8%
See All

Principal Short Term Debt Fund Direct Growth Details

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 ₹140 Cr and the Latest NAV as of 23 Jun 2021 is ₹36.81.

The Principal Short Term Debt Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 2000. Minimum Lumpsum Investment is 5000.

Investment Objective

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.

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
Nil
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
25 Nov 1994
Website
NA
Principal Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
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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