Principal Low Duration Fund (Debt, Debt Low Duration)

Moderately Low
15 yrs 6 monthsStarted on:14 Sep 2004
₹ 144.12 Cras on: 25 Feb 2020
Mid Term & Long Horizon
0.61%
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)
YTD2.07
1 Month0.55
3 Month1.64
3 YR0.61

SIP Returns

TenureReturns (CAGR)
5 YR0.79
10 YR4.48

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd. 15/07/2020 8.51%7
National Bank For Agriculture & Rural Development 30/09/2020 6.98%6.98
Bank Of Baroda 17/03/20206.9
National Housing Bank 22/02/20226.29
Bajaj Finance Ltd. 30/06/2020 7.74%6.29
LIC Housing Finance Ltd. 23/08/2021 7.24%5.91
Axis Bank Ltd. 30/10/20205.31
Power Grid Corporation of India Ltd. 20/10/2020 8.93%4.25
GOI 19/12/2022 6.84%3.54
Power Finance Corpn. Ltd. 30/09/2021 7.40%3.52

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation9.16%
Beta2.38%

Bekxy Kuriakose

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

Other Funds Managed by Bekxy Kuriakose