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PRPrincipal MFGrowth

Principal Income Fund - Short Term Plan - Retail - Growth

debtDebt - Short Term FundBenchmark: CRISIL Short Term Bond Index
NAV · 23 Sep 2010₹17.65+0.01%
AUM₹143 Cr
Expense Ratio1.32%
CAGR—
Exit Load0.50% on or before 180D, Nil after 180D
Min SIP₹1,000
Launched2002

Investment Objective

The scheme aims to generate regular income and capital appreciation through investment in debt instruments and related securities besides preservation of capital.

Asset Allocation
Debt101.4%
Fund Managers
SG
Shobit Gupta
Fund Manager
Key Information
1.32%
₹1,000
₹5,000
0.50% on or before 180D, Nil after 180D
Nil
Inception24 Apr 2002
AMCPrincipal MF
Top Holdings As of 31 Aug 2010
1Shriram Transport Finance Co. LtdFinance16.35%
2Central Bank of IndiaBank13.73%
3Tata Tea LtdAgri12.82%
4Kotak Mahindra Prime LtdFinance11.22%
5Housing Development Finance Corporation LtdFinance8.10%
6India Commercial Loan Trust SERIES I - 2010-Class A1Mining7.14%
7Axis Bank LtdBank6.41%
8Indian Oil Corporation LtdCrude Oil5.59%
97.17% GOI -M- 14-JUN-2015G-Sec3.96%
10Corporation BankBank3.83%
Sector Allocation
Finance38.1%
Bank28.7%
Agri12.8%
Crude Oil8.0%
Mining8.0%
G-Sec4.0%
Power1.8%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Principal Income Fund - Short Term Plan - Retail - Growth.

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Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.32%
0.50% on or before 180D, Nil after 180D
Nil
₹1,000
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme