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  2. Principal Short Term Debt Fund - Direct Plan - Dividend Plan - Monthly

Principal Short Term Debt Fund - Direct Plan - Dividend Plan - Monthly

(Erstwhile Principal Short Term Income Fund - Direct Plan - Dividend Plan - Monthly)

Category: Short Term Debt Funds
Launch Date: 02-01-2013
Asset Class: Money Market
Benchmark: Crisil Short-term Bond Fund Index
Expense Ratio: 0.31% As on (30-04-2018)
Status: Open Ended Schemes(Debt Scheme - Short Duration Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 309.39 Cr As on (31-05-2018)
Turn over: -
NAV as on

(%)

CAGR Since Inception

%

Crisil Short-term Bond Fund Index 7.34%

PERFORMANCE of Principal Short Term Debt Fund - Direct Plan - Dividend Plan - Monthly

Scheme Performance (%)

Data as on - 21-06-2018

Yearly Performance (%)

Fund Managers

Mr. Gurvinder Singh Wasan

Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University. Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.

Investment Objective

The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.

RETURNS CALCULATOR for Principal Short Term Debt Fund - Direct Plan - Dividend Plan - Monthly

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Principal Short Term Debt Fund - Direct Plan - Dividend Plan - Monthly

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Short Term Debt Fund - Direct Plan - Dividend Plan - Monthly 1.1 3.22 -0.22 0.83 7.41 2.94
Short Term Debt Funds

PEER COMPARISION of Principal Short Term Debt Fund - Direct Plan - Dividend Plan - Monthly

Period
Data as on - 21-06-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Principal Short Term Debt Fund - Direct Plan - Dividend Plan - Monthly

Asset Allocation (%)

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