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Principal Credit Risk Fund - Direct Plan

The Fund seeks to generate income and capital gains by predominantly investing in a portfolio of AA and below rated corporate debt securities across the credit spectrum within the investment grade.

Suitability

This product is suitable for investors who are seeking

• Income over a long term investment horizon

• Investment in Debt & Money Market Instruments of Private & Public Sector Companies.

Fund Info

Scheme Class	Debt
Scheme Category	Credit Risk
Expense Ratio	0.82%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 15
AMC AUM (in Crs.)	₹ 7,091
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Short Term Bond Fund TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Baroda BNP Paribas Credit Risk Fund - Direct Plan	1000	5000	9.88%
PGIM India Credit Risk Fund - Direct Plan	1000	1000	1.38%
Kotak Credit Risk Fund - Direct Plan	1000	1000	6.02%
UTI Credit Risk Fund - Direct Plan	1000	1000	12.01%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps 03-Aug-2020	Cash - Repurchase Agreement	77
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT	Bond - Corporate Bond	15
Godrej Agrovet Limited	Cash - Commercial Paper	7
91 DTB 27082020	Bond - Gov't Treasury	1
Net Receivable / Payable	Cash	0

Asset Allocation(%)

Asset	Percent
Cash - Repurchase Agreement	77
Bond - Corporate Bond	15
Cash - Commercial Paper	7
Bond - Gov't Treasury	1
Cash	0

Sector Allocation(%)

Sector	Percent
Cash - Repurchase Agreement	77
Bond - Corporate Bond	15
Cash - Commercial Paper	7
Bond - Gov't Treasury	1
Cash	0

Fund Manager

Gurvinder Wasan

2+ years of experience

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.

customer@principalindia.com

Phone

022 - 67720555

Address

Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m