Formerly Principal Income L/T Gr
₹ 31.9328
NAV (Sep 03)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 31.9328
NAV (Sep 3)
Last 1Y | 7.5% |
Last 3Y | 2.9% |
Last 5Y | 5.5% |
Last 10Y | 7% |
Since Inception | 6.9% |
6 Month CAGR | 4.4% |
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 (20y 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 | 0 |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Principal Dynamic Bond fund (Growth) | 8,36,128 | 1,03,516 | 5.5% | |
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.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
Principal Asset Management Private Limited
Fund Name | Scripbox 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) is a Dynamic Bond Debt fund and has delivered an annualised return of 6.9% over a period of 20 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 12/7/2023 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 ₹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 (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).
What is Principal Dynamic Bond fund (G)?
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 ₹0. 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.