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  • Principal Dynamic Bond fund (PIDCW-A)

Formerly Principal Income L/T Yr Div

Principal Mutual Fund

Principal Dynamic Bond fund (PIDCW-A)

DebtDynamic Bond

12.1442

NAV (Sep 03)

1.9%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

To generate regular income and capital appreciation/accretion through investment in debt instruments and related securities besides preservation of capital.

Expense Ratio
1.52
Launched (21y ago)
Sep 09, 2003
AUM in Crores
29.377
ISIN
INF173K01AX7
Lock-in
No Lock-in
Benchmark
CRISIL Composite Bond Fund TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
6.4
Standard Deviation (5yr)
5.6
Beta (3yr)
0
Beta (5yr)
0.84
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
-0.436
YTM
4.84
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Principal Dynamic Bond fund (PIDCW-A)70%8,00,237 67,6253.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2020-09-03

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,017 cr

₹ 10,612 cr

₹ 47,907 cr

₹ 14,537 cr

₹ 15,157 cr

amc-img

About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 5,041 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 8 debt and 15 equity funds.amc-img
phone-img022-67720555
Fund NameScripbox Opinion
Till Date CAGR

21.9%

24.8%

3%

5.5%

16.8%

19%

3.3%

8.7%

3.9%

7%

Principal Dynamic Bond fund (PIDCW-A) Review

Principal Dynamic Bond fund (PIDCW-A) is a Dynamic Bond Debt fund and has delivered an annualised return of 5.2% over a period of 20 years. The fund was previously known as Principal Income L/T Yr Div. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is null.

Nav of Principal Dynamic Bond fund (PIDCW-A) as of 9/3/2020 is ₹12.14 with the total AUM as of 6/24/2024 is ₹29.377. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Dynamic Bond fund (PIDCW-A) was launched on Sep 09, 2003. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Principal Dynamic Bond fund (PIDCW-A) 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 Dynamic Bond fund (PIDCW-A) 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 Composite Bond Fund TR INR.

Principal Dynamic Bond fund (PIDCW-A) is rated as a 0 fund in Debt and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Principal Dynamic Bond fund (PIDCW-A).

Frequently Asked Questions

What is Principal Dynamic Bond fund (PIDCW-A)?

Principal Dynamic Bond fund (PIDCW-A) is a Dynamic Bond Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Principal Dynamic Bond fund (PIDCW-A)?

You can invest in Principal Dynamic Bond fund (PIDCW-A) 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 Dynamic Bond fund (PIDCW-A)?

The minimum sip amount for Principal Dynamic Bond fund (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Principal Dynamic Bond fund (PIDCW-A) good to invest in?

As per Scripbox experts, Principal Dynamic Bond fund (PIDCW-A) is a Not Reviewed Yet fund. You can investPrincipal Dynamic Bond fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Principal Dynamic Bond fund (PIDCW-A)?

The expense ratio of the Principal Dynamic Bond fund (PIDCW-A) is 1.52% for regular plan.