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
₹2,929.8940
+0.02%
(27 Jun)
AUM
2,551 Cr
TER
0.23%
Risk
Low to 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
+8.3%
+8.2%
+8.1%
+8.1%
+8.0%
3Y
+7.6%
+7.7%
+7.5%
+7.5%
+7.4%
5Y
+6.3%
+7.3%
+6.3%
+6.5%
+5.9%
ALL
+7.8%
+7.3%
+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
₹19,073 Cr
₹8,578 Cr
₹6,508 Cr
₹16,269 Cr
₹2,551 Cr
INFO
11.77
4.52
16.52
4.44
18.69
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 May
Top holdings
Bank Of Baroda**
5.7%
HDFC Bank Limited
4.8%
India (Republic of)
3.9%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
3.2%
The Federal Bank Limited
2.8%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
2.8%
IDBI Bank Limited (Industrial Development Bank Of India Ltd)
2.7%
Treps
2.6%
Axis Bank Limited
2.5%
ICICI Home Finance Limited - NCD & Bonds - NCD & Bonds
2.0%
Top industry exposure
Industrials
0.0%
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