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
₹2,892.7468
+0.02%
(24 Apr)
AUM
1,723 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
+8.2%
+8.1%
+8.0%
+8.0%
+7.9%
3Y
+7.3%
+7.4%
+7.3%
+7.2%
+7.2%
5Y
+6.5%
+7.3%
+6.2%
+6.5%
+5.9%
ALL
+7.8%
+7.2%
+6.8%
+8.1%
+6.8%
VOL
0.7%
1.6%
0.4%
1.8%
0.4%
TER
0.3%
0.4%
0.4%
0.4%
0.2%
AUM
₹13,294 Cr
₹6,498 Cr
₹5,734 Cr
₹13,512 Cr
₹1,723 Cr
INFO
11.74
4.49
16.52
4.41
18.72
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 31st Mar
Top holdings
SBICAP Securities Ltd - Commercial Paper - Commercial Paper
4.3%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
4.1%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
3.2%
Export-Import Bank Of India - Commercial Paper - Commercial Paper
2.9%
Axis Bank Limited
2.9%
Hsbc Investdirect Financial Services (India) Limited - Commercial Paper - Commercial Paper
2.9%
Bank Of India
2.9%
LIC Housing Finance Ltd - Commercial Paper - Commercial Paper
2.8%
Union Bank Of India
2.8%
Indusind Bank Ltd.
2.8%
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