Principal Low Duration Fund (Debt, Debt Low Duration)

Moderately Low
15 yrs 9 monthsStarted on:14 Sep 2004
₹ 99.49 Cras on: 21 May 2020
Mid Term & Long Horizon
0.59%
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)

SIP Returns

TenureReturns (CAGR)
10 YR3.35

Portfolio

Company Name% Assets
Bajaj Finance Ltd. 30/06/2020 7.74%9.08
National Housing Bank 22/02/20229.06
LIC Housing Finance Ltd. 23/08/2021 7.24%8.53
GOI 19/12/2022 6.84%8.5
Axis Bank Ltd. 30/10/20207.83
Power Grid Corporation of India Ltd. 20/10/2020 8.93%6.12
National Bank For Agriculture & Rural Development 30/09/2020 6.98%5.06
Reliance Industries Ltd. 16/09/2020 6.78%5.04
Power Finance Corpn. Ltd. 15/05/2020 7.05%5.03
Sundaram Finance Ltd. 07/05/2020 9.85%5.03

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation9.65%
Beta3.07%

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