Principal Credit Risk Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Credit Opportunities
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 88.11
Expense Ratio
0.47%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 7793
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
2882.8016
(0.08 %)
NAV as on 2018-11-19
Returns
Fund
Principal Credit Risk Fund - Direct Plan
1 Year
6.72%
3 Year
7.84%
5 Year
8.64%
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, Ground Floor, B Wing, NSE 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
Moderate
Exit Load
Exit load of 1% if redeemed within 365 days
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme will maintain a judicious mix of cash, short term and medium term instruments.
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,119
Portfolio Value
119
Total Returns