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

Principal Ultra Short Term Growth Direct Plan

NAV
₹2,878.9789
+0.06%
(3 Apr)
AUM
2,005 Cr
TER
0.24%
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
+8.1%
+8.1%
+8.0%
+7.9%
+7.9%
3Y
+7.3%
+7.1%
+7.2%
+7.1%
+7.1%
5Y
+7.3%
+6.4%
+6.2%
+6.5%
+5.8%
ALL
+7.2%
+7.8%
+6.7%
+8.1%
+6.8%
VOL
1.6%
0.7%
0.4%
1.8%
0.4%
TER
0.4%
0.3%
0.4%
0.4%
0.2%
AUM
₹7,364 Cr
₹14,165 Cr
₹5,297 Cr
₹13,017 Cr
₹2,005 Cr
INFO
4.47
11.71
16.48
4.40
18.71
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 UST (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 28th Feb
Top holdings
Treps
6.5%
TATA Steel Limited - NCD & Bonds
3.7%
Bharti Telecom Limited - NCD & Bonds
3.5%
Rural Electrification Corporation Limited - NCD & Bonds
2.7%
TATA Motors Finance Limited - Commercial Paper
2.5%
Bank Of Baroda
2.5%
HDFC Bank Limited
2.5%
Export-Import Bank Of India - Commercial Paper
2.4%
Hsbc Investdirect Financial Services (I)Ltd - Commercial Paper
2.4%
Axis Bank Limited
2.4%
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 regular income & capital appreciation through investments in debt securities and money market instruments.
Fund manager(s)
Dwijendra Srivastava
Sandeep Agarwal

FAQs