principal short term (Debt, Debt Short Duration)

15 yrs 6 monthsStarted on:13 May 2003
₹ 302.44 Cras on: 17 Oct 2018
Mid Term & Long Horizon
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.

Exit Load

Exit Load : 0.50% if redeemed within 60 days from the date of allotment; Nil if redeemed after 60 days from the date of allotment.

Scheme Documents

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TenureReturns (CAGR)
1 Month0.59
3 Month1.22
1 YR4.09
2 YR5.55
3 YR6.78

SIP Returns

TenureReturns (CAGR)
1 YR4.87
2 YR4.99
3 YR5.88
5 YR6.92
10 YR7.8


Company Name% Assets
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%8.31
Small Industries Devp. Bank of India Ltd. 30/04/2020 7.25%8.09
National Thermal Power Corp. Ltd. 27/05/2021 8.10%7.81
National Housing Bank 12/03/2021 7.59%7.57
Rural Electrification Corpn. Ltd. 31/12/2020 6.99%7.33
JM Financial Products Ltd. 25/07/2019 8.70%6.86
Avanse Financial Services Ltd. 06/01/2022 9.20%6.58
Cox & Kings Ltd. 363-D 22/11/20186.21
Piramal Enterprises Ltd. 27/06/2019 8.13%5.9
IIFL Home Finance Ltd. 05/10/2020 8.65%5.49

Top Sectoral Holdings

Sector Name% Assets


Standard Deviation1.51%
Sharpe Ratio0.13

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

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