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  • Principal Dynamic Bond fund (Growth)

Formerly Principal Income L/T Gr

Principal Mutual Fund

Principal Dynamic Bond fund (Growth)

DebtDynamic Bond

31.9328

NAV (Sep 03)

2.9%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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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

31.9328

NAV (Sep 3)

Fund Returns

Last 1Y

7.5%

Last 3Y

2.9%

Last 5Y

5.5%

Last 10Y

7%

Since Inception

6.9%

6 Month CAGR

4.4%

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 (19y ago)

May 09, 2003

AUM in Crores

29.377

ISIN

INF173K01AT5

Lock-in

No Lock-in

Benchmark

CRISIL Composite Bond Fund TR INR

SIP Minimum

2000

Lumpsum Min.

5000

Standard Deviation (3yr)

6.2

Standard Deviation (5yr)

5.5

Beta (3yr)

0

Beta (5yr)

0.86

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

-0.139

YTM

4.84

Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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

Compare Principal Dynamic Bond fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

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

  • 022-67720555
  • customer@principalindia.com
  • 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 (G) Review

    Principal Dynamic Bond fund (G) is a Dynamic Bond Debt fund and has delivered an annualised return of 6.9% over a period of 19 years. The fund was previously known as Principal Income L/T Gr. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is null.

    Nav of Principal Dynamic Bond fund (G) as of 9/3/2020 is ₹31.93 with the total AUM as of 11/26/2022 is ₹29.377. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Dynamic Bond fund (G) was launched on May 09, 2003. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Principal Dynamic Bond fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Principal Dynamic Bond fund (G) 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 (G) is rated as a 0 fund in Debt and delivered 7.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Principal Dynamic Bond fund (G).

    Frequently Asked Questions

    What is Principal Dynamic Bond fund (G)?

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

    How to invest in Principal Dynamic Bond fund (G)?

    You can invest in Principal Dynamic Bond fund (G) 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 (G)?

    The minimum sip amount for Principal Dynamic Bond fund (G) is ₹2000. You can invest in multiples of ₹5000.

    Is Principal Dynamic Bond fund (G) good to invest in?

    As per Scripbox experts, Principal Dynamic Bond fund (G) is a Not Reviewed Yet fund. You can investPrincipal Dynamic Bond fund (G) 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 (G)?

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