Principal Credit Risk Fund (Debt, Debt Credit Risk)

Moderate
15 yrs 5 monthsStarted on:14 Sep 2004
₹ 34.1 Cras on: 17 Jan 2020
Mid Term & Long Horizon
1.53%
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)
YTD0.32
1 Month0.56
3 Month1.52
2 YR3.06
3 YR4.42

SIP Returns

TenureReturns (CAGR)
1 YR0.72
2 YR1.75
3 YR2.9
5 YR4.62
10 YR6.55

Portfolio

Company Name% Assets
Coastal Gujarat Power Ltd. 27/08/2023 9.70%15.04
National Bank For Agriculture & Rural Development 8.50%6.13
IIFL Home Finance Ltd. 05/10/2020 8.65%5.74
Hindalco Industries Ltd. 27/07/2022 9.55%4.53
Reliance Industries Ltd. 31/08/2022 7.00%4.4
Godrej Industries Ltd. 91-D 04/02/20204.38
Vardhman Special Steels Ltd. 58-D 13/02/20204.37
REC Ltd. 19/11/2022 9.02%3.06
AU Small Finance Bank Ltd. 29/05/20202.85
AU Small Finance Bank Ltd. 02/01/20201.47

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation4.37%
Beta0.71%

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