Principal Ultra Short Term Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Ultra Short Duration
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 59.64
Expense Ratio
0.25%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 6940
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
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
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately Low
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To generate regular income & capital appreciation through investments in debt securities and money market instruments.
Suitability
This product is suitable for investors who are seeking
• Income over a short term investment horizon
• Investment in Debt & Money Market Instruments
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,039
Portfolio Value
₹39
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.