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Principal Short Term Debt Fund - Direct Plan

To generate regular income and capital appreciation/ accretion through investment in debt instruments and related securities besides preservation of capital and has been designed to achieve stable returns over shorter-term investment horizons.

Suitability

This product is suitable for investors who are seeking

• Income over a medium term investment horizon

• Investment in Debt & Money Market Instruments

Fund Info

Scheme Class	Debt
Scheme Category	Short Duration
Expense Ratio	0.53%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 109
AMC AUM (in Crs.)	₹ 7,091
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Short Term Bond Fund TR INR

Exit Load

No Exit load, if redeemed after 0 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Short Term Income Plan - Direct Plan	5000	5000	3.48%
PGIM India Short Maturity Fund - Direct Plan	1000	1000	5.01%
Baroda S/T Bond - Direct Plan	0	0	8.48%
IDBI Short Term Bond - Direct Plan	1000	5000	5.76%
Indiabulls Short Term Fund - Direct Plan	1000	500	7.36%
Kotak Bond Fund Short Term Plan - Direct Plan	1000	1000	9.02%
ICICI Prudential Short Term Fund - Direct Plan	1000	1000	8.88%

Top 10 Holdings

Company	Holding Type	Asset(%)
GOVT STOCK	Bond - Gov't Treasury	15
Ultratech Cement Limited	Bond - Corporate Bond	8
Reliance Industries Limited	Bond - Corporate Bond	7
Treps 04-May-2020	Cash - Repurchase Agreement	7
7.72% GS 2025	Bond - Gov't Treasury	5
GOVT STOCK	Bond - Gov't Treasury	5
Export-Import Bank Of India	Bond - Corporate Bond	5
National Housing Bank	Bond - Corporate Bond	5
ICICI Bank Limited	Bond - Corporate Bond	5
NTPC Limited	Bond - Corporate Bond	5

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	60
Bond - Gov't Treasury	27
Cash - Repurchase Agreement	7
Cash - CD Time Deposit	4
Cash	3

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	60
Bond - Gov't Treasury	27
Cash - Repurchase Agreement	7
Cash - CD Time Deposit	4
Cash	3

Fund Manager

Gurvinder Wasan

8+ 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

Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East), Mumbai - 400 051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m