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Principal Short Term Debt Fund Growth

Debt
Short Duration
Moderate Risk
3.92%
1Y return
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2021₹34.96
Min. SIP Amount₹2,000
Rating2star
Fund Size₹135.34 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.9%4.3%5.0%7.1%
Category average4.3%6.4%6.4%NA
Rank with in category212019NA
Understand termsinfo

Holdings (25)

NameSectorInstrumentAssets
Maharashtra State
OthersSDL7.4%
GOI
SovereignGOI Sec6.2%
Ultratech Cement Ltd.ConstructionDebenture5.2%
Indian Oil Corporation Ltd.EnergyDebenture4.5%
HDFC Bank Ltd.FinancialBonds/Deb4.0%
GOI
SovereignGOI Sec3.9%
ICICI Bank Ltd.FinancialBonds3.9%
National Housing Bank
FinancialNCD3.9%
Power Finance Corporation Ltd.
FinancialDebenture3.9%
Housing Development Finance Corpn. Ltd.FinancialDebenture3.9%
See All

Pros and cons

Category: Debt Short Duration

Pros

  • Age is more than 10 years
  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.03%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹2,000

Fund house & investment objective

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Fund house contact details

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