Principal Cash Management Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Liquid
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 397.96
Expense Ratio
0.06%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 6940
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
1641.3894
(0.04 %)
NAV as on 2019-01-20
Returns
Fund
Principal Cash Management Fund Direct Plan
1 Year
-1.7%
3 Year
4.18%
5 Year
6%
AMC Details
amc launch date
Launch Date
25 Nov 1994
amc sponsor
Sponsor
NA
amc email
Email
customer@principalindia.com
amc phone
Phone
022 - 67720555
amc address
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
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 provide investors with as high a level of income available from short-term investments as is considered consistent with preservation of capital and maintenance of liquidity, by investing in a portfolio of money market and investment grade debt instruments. The scheme will invest its assets in a portfolio of money market instruments. The investments will be in securities, which the Investment Manager believes present minimal liquidity and/or credit risks.
Suitability
This product is suitable for investors who are seeking
• Income over a short term investment horizon
• Investment in Debt & Money Market Instruments, with maturity not exceeding 91 days
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,970
Portfolio Value
-30
Total Returns