Top Ranked
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
17 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
202 Cr. Small within the category
Impact of Interest Rate Changes
Lowest Interest Rate Risk. The impact on fund value is very low when interest rates change
Credit Quality Of Fund's Portfolio
Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds
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Scheme Information
To provide investors with as high a level of income available from short-term investments as is considered consistent with preservation of capital and maintenance of liquidity,by investing in a portfolio of money market and investment grade debt instruments.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
0.21 %
Expense Ratio
Sep 01, 2004
Launched (17y ago)
₹ 202
AUM in Crores
INF173K01DC5
ISIN
No Lock-in
Lock-in
CRISIL Liquid Fund TR INR
Benchmark
₹ 2,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.
Comparison with Debt Funds
Ultra Short
Recommended
Top Ranked
17 Years
Age
Track Record
Liquid
Recommended
Top Ranked
17 Years
Age
Track Record
Ultra Short
Recommended
Top Ranked
22 Years
Age
Track Record
Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
Liquid
Recommended
Top Ranked
18 Years
Age
Track Record
About the AMC
Principal Asset Management Private Limited
Principal Asset Management Private Limited manages assets worth 7,381 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 26 equity,31 debt and 16 hybrid funds.
Diversified
Top Ranked
₹ 2,328 Cr
Fund Size
10.9%
3Y returns
Diversified
Top Ranked
₹ 473 Cr
Fund Size
15.2%
3Y returns
Liquid
Top Ranked
₹ 201 Cr
Fund Size
2.4%
3Y returns
Diversified
Top Ranked
₹ 184 Cr
Fund Size
11.2%
3Y returns
Liquid
Top Ranked
₹ 201 Cr
Fund Size
1.6%
3Y returns
Invest in a scientifically curated set of liquid funds which are best aligned towards achieving any objectives where liquidity and stability are the priority.
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Principal Cash Management Fund (DR-W) is a liquid debt fund and has delivered an annualised return of 4.5% over a period of 17 years ..The fund is managed by Principal Asset Management Private Limited.The fund manager’s name is Bekxy Kuriakose.
To provide investors with as high a level of income available from short-term investments as is considered consistent with preservation of capital and maintenance of liquidity,by investing in a portfolio of money market and investment grade debt instruments. However, there is no assurance that the objective of the scheme will be realized.
The Principal Cash Management Fund (DR-W) fund was launched on Sep 01, 2004. The NAV (Net Asset Value) of this liquid debt as of 2021-03-07 is ₹ 1006.603. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 201.765. The category risk of the Principal Cash Management Fund (DR-W) fund is Very High Risk. The fund charges 0.21 % as expense ratio.
The fund’s highest allocation is towards others and has invested 100.0% in this asset class. The top three holdings of the fund are 182 dtb 25032021,364 dtb 04032021 and 182 dtb 18032021
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 2000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Liquid Fund TR INR.
Principal Cash Management Fund (DR-W) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Principal Cash Management Fund (DR-W) has a score of 2 out of 5. The credit risk of the fund is 5 out of 5 as compared to other debt funds.