PRPrincipal MFIDCW

Principal Income Fund - Short Term Plan - Retail - Monthly Dividend Reinvestment

debtDebt - Short Term FundBenchmark: CRISIL Short Term Bond Index
NAV · 23 Sep 2010₹10.72+0.01%
AUM₹178 Crfrom this fund's primary plan
Expense Ratio0.81%
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.

Fund Managers
SG
Shobit Gupta
Fund Manager
Key Information
0.81%
₹1,000
₹5,000
0.50% on or before 180D, Nil after 180D
Nil
Inception25 Apr 2002
AMCPrincipal MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for Principal Income Fund - Short Term Plan - Retail - Monthly Dividend Reinvestment.

Principal MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.81%
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