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 Type
Open-ended
Scheme Category
Short Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 263.03
Expense Ratio
0.49%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 6940
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Short Duration |
| Benchmark Type | Crisil Short-Term Bond Index |
| Scheme AUM (in Crs.) | ₹ 263.03 |
| Expense Ratio | 0.49% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 6940 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Dewan Housing Finance Corpn. Ltd.
Debenture
8.32
Small Industries Devp. Bank of India Ltd.
Bonds
8.01
National Thermal Power Corp. Ltd.
Bonds
7.78
National Housing Bank
NCD
7.50
Rural Electrification Corpn. Ltd.
Debenture
7.26
JM Financial Products Ltd.
Debenture
6.81
Avanse Financial Services Ltd.
Debenture
6.52
Reliance Industries Ltd.
NCD
6.32
Cox & Kings Ltd.
CP
6.02
Piramal Enterprises Ltd.
Debenture
5.86
Asset Allocation(%)
Reverse Repo/CBLO
8.84
Net Receivables
6.16
Debenture
41.10
Bonds
15.79
Non Convertible Debenture
13.82
Principal Mutual Fund
AUM
₹6,940 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.
Launch Date
25 Nov 1994
Sponsor
NA
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
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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