Principal Credit Opportunities Fund (Debt, Credit Opportunities)

Moderate
13 yrs 9 monthsStarted on:14 Sep 2004
₹ 86.77 Cras on: 22 May 2018
Mid Term & Long Horizon
1.61%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Fund seeks to generate income and capital gains by predominantly investing in a portfolio of AA and below rated corporate debt securities

Exit Load

NIL

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.11
3 Month1.19
1 YR6.36
2 YR7.29
3 YR7.80

SIP Returns

TenureReturns (CAGR)
1 YR5.54
2 YR6.59
3 YR7.16
5 YR7.88
10 YR8.03

Portfolio

Company Name% Assets
Suryoday Small Finance Bank Ltd. 28/10/2019 11.55%9.31
Ess Kay Fincorp Ltd. 27/12/2019 10.85%7.05
Piramal Enterprises Ltd. 14/06/2019 8.15%6.3
Sprit Infrapower and Multiventures Pvt. Ltd. 24/09/20216.12
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%5.89
Reliance Jio Infocomm Ltd. 29/04/2019 8.10%5.77
HCL Infosystems Ltd. 91-D 21/06/20185.68
National Bank For Agriculture & Rural Development 30/09/2020 6.98%5.63
Reliance Industries Ltd. 16/09/2020 6.78%5.6
Power Grid Corporation of India Ltd. 19/10/2019 8.85%4.66

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.54%
Beta1.29%
Sharpe Ratio6.46

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.

Other Funds Managed by Gurvinder Singh Wasan

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