Principal Short Term Debt Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Short Term
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 305.65
Expense Ratio
0.35%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 7793
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
32.799
(0.02 %)
NAV as on 2018-11-15
Returns
Fund
Principal Short Term Debt Fund - Direct Plan
1 Year
5.54%
3 Year
7.75%
5 Year
8.66%
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
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.
Suitability
This product is suitable for investors who are seeking
• Income over a medium term investment horizon
• Investment in Debt & Money Market Instruments
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,098
Portfolio Value
98
Total Returns