Principal Bank CD Fund - Direct Plan
The scheme aims to enhance income consistent with a high level of liquidity, through a judicious portfolio mix of money market and debt instruments.
Suitability
This product is suitable for investors who are seeking
• Income over a medium term investment horizon
• Investment in Bank CDs, Debt & Money Market Instruments.
Fund Info
Scheme Type
Open-ended
Scheme Category
Ultra Short Term
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 73.33
Expense Ratio
0.21%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 7091
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Principal Cash Management Fund - Direct Plan - Growth Option
Mutual Funds
59
CBLO / Reverse Repo Investments
Cash / Call
7
The Federal Bank Ltd.
Money Market
7
DCB Bank Ltd.
Money Market
7
Kotak Mahindra Bank Ltd.
Money Market
7
Axis Bank Ltd.
Money Market
7
IDFC Bank Ltd.
Money Market
7
Asset Allocation(%)
Mutual Funds
59
Money Market
34
Cash / Call
7
Sector Allocation(%)
Sector
Percent
Ultra Short Duration Fund
59
MONEY MARKET INSTRUMENT - CD.
34
Cash / Call
7
Principal Mutual Fund
AUM
₹7,091 Cr
About
Principal Mutual Fund was established in 1994 and is one of the oldest AMCs in the country. The AMC has over 4 lakh customers and more than 20,000 distributors across the country. What is unique about this asset management company is that they are committed to provide financial to retail investors and institutions alike.##With a financial legacy of more than 130 years, their global expertise proves to be an asset for taking adequate market decisions.##The AMC provides a wide range of products, ranging from equity, debt and hybrid. The schemes invest in diverse portfolios and aim to generate subsequent returns. They believe in delivering superior risk adjusted returns to clients and believe in carrying out business in a safe and transparent manner, maintaining a high level of trust and integrity among clients.
Email
customer@principalindia.com
Phone
022 - 67720555
Address
Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051
Principal Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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