Formerly Principal Credit Opportunities Mn DR
₹ 1236.557
NAV (Sep 03)
Not Reviewed yet
Track Record
17 Years.
Relative Size
15 Cr.
Impact of Interest Rate Changes
.
Credit Quality Of Fund's Portfolio
.
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
1.51 %
Expense Ratio
Sep 14, 2004
Launched (17y ago)
₹ 15
AUM in Crores
INF173K01BK2
ISIN
No Lock-in
Lock-in
NIFTY Credit Risk Bond TR INR
Benchmark
₹ 0
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 debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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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.
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₹ 2,328 Cr
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3Y returns
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3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Principal Credit Risk Fund (DR-M) is a credit risk debt fund and has delivered an annualised return of 4.8% over a period of 17 years .The fund was previously known as Principal Credit Opportunities Mn DR.The fund is managed by Principal Asset Management Private Limited.The fund manager’s name is Gurvinder Wasan.
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. However, there is no assurance that the objective of the scheme will be realized.
The Principal Credit Risk Fund (DR-M) fund was launched on Sep 14, 2004. The NAV (Net Asset Value) of this credit risk debt as of 2020-09-03 is ₹ 1236.557. The total AUM (Asset Under Management) of the fund as of 2021-03-06 is ₹ 14.892. The category risk of the Principal Credit Risk Fund (DR-M) fund is Moderate Risk. The fund charges 1.51 % as expense ratio.
The fund’s highest allocation is towards others and has invested 85.5% in this asset class.
The minimum SIP (Systematic Investment Plan) amount for this 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.
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 NIFTY Credit Risk Bond TR INR.
Principal Credit Risk Fund (DR-M) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Principal Credit Risk Fund (DR-M) has a score of 0 out of 5. The credit risk of the fund is 0 out of 5 as compared to other debt funds.