Principal Low Duration Fund (Debt, Debt Low Duration)

Moderately Low
14 yrs 12 monthsStarted on:14 Sep 2004
₹ 172.19 Cras on: 19 Aug 2019
Mid Term & Long Horizon
0.70%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme will maintain a judicious mix of cash, short term and medium term instruments.

Exit Load

? Exit Load - NIL

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month0.59
3 YR0.75

SIP Returns

TenureReturns (CAGR)
5 YR0.22
10 YR4.45

Portfolio

Company Name% Assets
National Bank For Agriculture & Rural Development 30/09/2020 6.98%11.6
Bank Of Baroda 17/03/202010.62
National Housing Bank 31/01/2022 8.02%10.22
Axis Bank Ltd. 15/11/20199.7
Housing Development Finance Corpn. Ltd. 15/07/2020 8.51%8.79
Punjab National Bank 06/09/20198.66
Small Industries Devp. Bank of India Ltd. 29/11/20198.54
Kotak Mahindra Bank Ltd. 03/12/20195.69
Dewan Housing Finance Corpn. Ltd. 04/06/2021 8.90%3.63
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%3.53

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation9.13%
Beta2.17%

Bekxy Kuriakose

Ms. Kuriakose is a BA (Economics) from Delhi University and PGDM from IIM,Bangalore
Prior to joining Principal MF she has worked with L&T MF, Reliance Life Insurance Co. Ltd ,SBI Mutual Fund and Tata Administrative Services

Other Funds Managed by Bekxy Kuriakose