Principal Bank CD Plan Direct Growth+0.02%

1Groww
8.26%
1 Year Return
Debt
Ultra Short Duration
1.0 star
6M
1Y
3Y

Fund Details

Principal Bank CD Plan Direct Growth

RiskVery Low
Min SIP AmountNot Supported
Expense Ratio0.25%
NAV2079.97 (29 Dec 2016)
Fund Started31 Dec 2012
Fund Size74 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Bank CD Plan Direct Growth
8.3%
8.9%
NA
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 8.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 5 years
    2. Risk is lower compared to the benchmark
    3. 3Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 1000 Crs. Watch expense ratio when AUM is very low

    Top Holdings

    NameSectorInstrument% Assets
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    Fund Managers

    Other Details

    Principal Bank CD Plan Direct Growth is a Debt Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Gurvinder Singh Wasan is the Current Fund Manager of Principal Bank CD Plan Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹74 Cr and the Latest NAV as of 29 Dec 2016 is ₹2079.97.

    The Principal Bank CD Plan Direct Growth is rated Very Low risk. Minimum SIP Investment is 2000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 180 days, 0.50% if redeemed after 180 days but within 270 days and 0.25% if redeemed after 270 days but within 365 days.

    Investment Objective

    Each of the plans (Regular Plan, Institutional Plan and Institutional Premium Plan) will offer two sub-options namely Growth and Dividend. Each of the Dividend Options will have a frequency of declaration of dividend on a Daily, Weekly and Monthly basis. Further, the aforesaid dividend options will have the facility of Re-investment, Pay-out and Sweep.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 180 days, 0.50% if redeemed after 180 days but within 270 days and 0.25% if redeemed after 270 days but within 365 days
    Exit Load

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    About PRINCIPAL Mutual Fund

    Address
    Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
    Phone
    022-67720555
    Launch Date
    24 Nov 1994
    PRINCIPAL Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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