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Principal Short Term Debt Fund Growth+0.08%

7.05%
1 Year Return
Debt
Short Duration
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Short Term Debt Fund Growth

RiskModerate
Min SIP Amount₹2000
Expense Ratio1.03%
NAV₹34.50 (22 Apr 2021)
Fund Started09 May 2003
Fund Size139 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
7.0%
4.2%
5.3%
7.3%
Category Average
7.0%
6.2%
6.5%
-
Rank Within Category
11
19
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 7.0% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 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
4. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec7.8%
GOISovereignGOI Sec7.7%
Maharashtra StateOthersSDL7.1%
Ultratech Cement Ltd.ConstructionDebenture5.1%
GOISovereignGOI Sec4.9%
Indian Oil Corpn. Ltd.EnergyDebenture4.3%
HDFC Bank Ltd.FinancialBonds/Deb3.9%
ICICI Bank Ltd.FinancialBonds3.8%
Power Finance Corpn. Ltd.FinancialDebenture3.8%
National Housing BankFinancialNCD3.8%
See All

Principal Short Term Debt Fund Growth Details

Principal Short Term Debt Fund Growth is a Debt Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 09 May 2003. Gurvinder Singh Wasan is the Current Fund Manager of Principal Short Term Debt Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹139 Cr and the Latest NAV as of 22 Apr 2021 is ₹34.50.

The Principal Short Term Debt Fund 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
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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