Principal Low Duration Fund (Debt, Debt Low Duration)

Moderately Low
15 yrs 7 monthsStarted on:14 Sep 2004
₹ 128.25 Cras on: 27 Mar 2020
Mid Term & Long Horizon
0.60%
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)
YTD2.51
1 Month0.40
3 Month2.56
3 YR0.54

SIP Returns

TenureReturns (CAGR)
5 YR0.83
10 YR4.46

Portfolio

Company Name% Assets
National Bank For Agriculture & Rural Development 30/09/2020 6.98%7.85
Bajaj Finance Ltd. 30/06/2020 7.74%7.06
National Housing Bank 22/02/20227.05
LIC Housing Finance Ltd. 23/08/2021 7.24%6.66
Axis Bank Ltd. 30/10/20206.01
GOI 19/12/2022 6.84%5.63
Power Grid Corporation of India Ltd. 20/10/2020 8.93%4.76
Power Finance Corpn. Ltd. 30/09/2021 7.40%3.95
Sundaram Finance Ltd. 07/05/2020 9.85%3.92
Reliance Industries Ltd. 16/09/2020 6.78%3.91

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation9.16%
Beta2.43%

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