Principal Short Term Debt Fund Growth-0.10%

2
10.34%
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 Ratio1.04%
NAV33.70 (06 Aug 2020)
Fund Started09 May 2003
Fund Size88 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Short Term Debt Fund Growth
10.3%
4.3%
6.1%
7.3%
Category Average
7.6%
5.5%
6.6%
-
Rank within category
25
23
22
-
*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
    0
    with 10.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    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-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec10.1%
    Ultratech Cement Ltd.ConstructionDebenture8.2%
    Export-Import Bank Of IndiaFinancialBonds6.3%
    GOISovereignGOI Sec6.2%
    National Housing BankFinancialNCD6.0%
    ICICI Bank Ltd.FinancialBonds6.0%
    GOISovereignGOI Sec6.0%
    Power Finance Corpn. Ltd.FinancialDebenture6.0%
    Reliance Industries Ltd.EnergyDebenture5.9%
    Housing Development Finance Corpn. Ltd.FinancialDebenture5.9%
    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 ₹88 Cr and the Latest NAV as of 06 Aug 2020 is ₹33.70.

    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 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
    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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