Principal Short Term Debt Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Principal Short Term Debt Growth Direct Plan

NAV
₹43.1375
-0.01%
(25 Apr)
AUM
237 Cr
TER
0.29%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+7.8%
+7.7%
+7.3%
+7.0%
+6.2%
3Y
+6.6%
+7.6%
+6.2%
+5.7%
+12.2%
5Y
+7.9%
+5.7%
+7.6%
+4.8%
+4.0%
ALL
+8.5%
+7.4%
+8.6%
+6.9%
+6.6%
VOL
1.7%
2.1%
1.7%
1.4%
1.8%
TER
0.5%
0.4%
0.4%
0.3%
0.5%
AUM
₹17,997 Cr
₹2,689 Cr
₹7,282 Cr
₹237 Cr
₹72 Cr
INFO
5.00
3.52
5.06
4.88
3.75
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 ST Debt (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 15th Mar
Top holdings
Treps
35.4%
Cash And Other Net Current Assets^
23.1%
7.18% Govt Stock 2033
17.3%
7.06% Govt Stock 2028
7.8%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
5.3%
7.38% Govt Stock 2027
5.2%
Power Finance Corporation Ltd. - NCD & Bonds - NCD & Bonds
5.2%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
5.2%
Chennai Petroleum Corporation Limited - NCD & Bonds - NCD & Bonds
5.2%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
5.1%
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 generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Fund manager(s)
Dwijendra Srivastava
Sandeep Agarwal

FAQs