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
₹46.3041
+0.02%
(27 Feb)
AUM
212 Cr
TER
0.31%
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
+9.5%
+8.5%
+8.4%
+8.4%
+8.0%
3Y
+14.4%
+7.2%
+7.6%
+6.9%
+7.0%
5Y
+8.3%
+7.5%
+7.4%
+6.7%
+7.9%
ALL
+6.9%
+8.6%
+8.5%
+7.1%
+7.4%
VOL
3.6%
1.6%
1.7%
1.4%
2.0%
TER
0.5%
0.4%
0.5%
0.3%
0.4%
AUM
₹102 Cr
₹8,141 Cr
₹19,979 Cr
₹212 Cr
₹2,338 Cr
INFO
1.91
5.23
5.16
5.10
3.67
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 31st Jan
Top holdings
7.1% Govt Stock 2034
11.8%
7.37% Govt Stock 2028
7.1%
Bharti Telecom Limited - NCD & Bonds
5.1%
7.38% Govt Stock 2027
4.7%
Power Finance Corporation Ltd. - NCD & Bonds
4.6%
National Bank For Agriculture And Rural Development - NCD & Bonds
4.6%
Export-Import Bank Of India - NCD & Bonds
4.6%
PNb Housing Finance Limited - NCD & Bonds
4.6%
Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)
4.3%
Cash And Other Net Current Assets^
2.6%
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