Principal Low Duration Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Principal Low Duration Growth Direct Plan

NAV
₹3,399.1870
+0.02%
(29 May)
AUM
515 Cr
TER
0.39%
Risk
Low to Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.9%
+7.8%
+7.6%
+7.3%
+7.3%
+6.1%
3Y
+6.1%
+6.1%
+6.2%
+5.8%
+7.5%
+5.2%
5Y
+6.7%
+6.8%
+6.8%
+2.2%
+4.8%
+4.4%
ALL
+7.8%
+7.7%
+8.0%
+5.6%
+6.9%
+6.7%
VOL
0.8%
0.8%
0.6%
0.8%
0.7%
-
TER
0.4%
0.5%
0.4%
0.4%
0.4%
-
AUM
₹18,273 Cr
₹16,901 Cr
₹11,848 Cr
₹515 Cr
₹2,630 Cr
-
INFO
9.52
9.85
12.67
6.89
9.41
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Principal Low Duration (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Treps
11.0%
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
4.8%
Punjab National Bank
4.8%
India (Republic of)
4.6%
HDFC Bank Limited
4.6%
Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)
4.6%
National Housing Bank 7.78% - NCD & Bonds - NCD & Bonds
3.9%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
3.3%
Shriram Finance Limited - NCD & Bonds - NCD & Bonds
2.9%
7.38% Govt Stock 2027
2.9%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Fund manager(s)
Dwijendra Srivastava
Sandeep Agarwal

FAQs