- Mutual Funds
- Principal Mutual Fund
- Principal Credit Risk Fund (PIDCW-M)
Formerly Principal Credit Opportunities Mn DP
Principal Credit Risk Fund (PIDCW-M)
₹ 1236.557
NAV (Sep 03)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1236.557
NAV (Sep 3)
Fund Returns
Last 1Y | 4.9% |
Last 3Y | 1.7% |
Last 5Y | 3.4% |
Last 10Y | 3.6% |
Since Inception | 4.8% |
6 Month CAGR | 1.5% |
Scheme Information
The Fund seeks to generate income and capital gains by predominantly investing in a portfolio of AA and below rated corporate debt securities across the credit spectrum within the investment grade.
Expense Ratio | 1.51 |
Launched (20y ago) | Sep 14, 2004 |
AUM in Crores | 14.892 |
ISIN | INF173K01BJ4 |
Lock-in | No Lock-in |
Benchmark | NIFTY Credit Risk Bond TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 7 |
Standard Deviation (5yr) | 5.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | -0.485 |
YTM | 3.44 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Principal Credit Risk Fund (PIDCW-M) | 7,94,454 | 61,842 | 3.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Debt Holdings
Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
Principal Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3% | 5.5% | ||
21.9% | 24.8% | ||
16.8% | 19% | ||
3.3% | 8.7% | ||
3.9% | 7% |
Principal Credit Risk Fund (PIDCW-M) Review
Principal Credit Risk Fund (PIDCW-M) is a Credit Risk Debt fund and has delivered an annualised return of 4.8% over a period of 19 years. The fund was previously known as Principal Credit Opportunities Mn DP. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is null.
Nav of Principal Credit Risk Fund (PIDCW-M) as of 9/3/2020 is ₹1236.56 with the total AUM as of 4/18/2024 is ₹14.892. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Credit Risk Fund (PIDCW-M) was launched on Sep 14, 2004. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Principal Credit Risk Fund (PIDCW-M) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.
Principal Credit Risk Fund (PIDCW-M) 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 NIFTY Credit Risk Bond TR INR.
Principal Credit Risk Fund (PIDCW-M) is rated as a 0 fund in Debt and delivered 4.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Principal Credit Risk Fund (PIDCW-M).
Frequently Asked Questions
What is Principal Credit Risk Fund (PIDCW-M)?
How to invest in Principal Credit Risk Fund (PIDCW-M)?
You can invest in Principal Credit Risk Fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Principal Credit Risk Fund (PIDCW-M)?
The minimum sip amount for Principal Credit Risk Fund (PIDCW-M) is ₹0. You can invest in multiples of ₹5000.
Is Principal Credit Risk Fund (PIDCW-M) good to invest in?
As per Scripbox experts, Principal Credit Risk Fund (PIDCW-M) is a Not Reviewed Yet fund. You can investPrincipal Credit Risk Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Principal Credit Risk Fund (PIDCW-M)?
The expense ratio of the Principal Credit Risk Fund (PIDCW-M) is 1.51% for regular plan.