Overview (as on 18 Jan 2021)



1y returns


Fund AUM

₹163 Cr

Expense Ratio


Fund Performance


Monthly SIP

I would like to invest

For Time Period
5 years
Total investment

Asset Allocation

Sector Allocation
Cash Equivalent
Debt Credit Ratings

Key Metrics

Modified Duration 

0.32 yr

Average Maturity 

0.33 yr

Yield to Maturity 



Fund Details

Investment Objectives
"To generate regular income & capital appreciation through investments in debt securities and money market instruments."
Scheme Name
Principal Ultra Short Term Fund Weekly Dividend Payout
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
28 December, 2007
Fund Manager
Bekxy Kuriakose
Fund House Details
Fund House
Principal Asset Management Private Limited
Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East)

Other Related Plans

Peer Funds

Principal Ultra Short Term Fund Weekly Dividend...



INDmoney Analysis


    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Manager

Bekxy Kuriakose
Bekxy Kuriakose


B.A. (Hons), PGDM(IIM B)
Work Experience
"Ms. Kuriakose is currently the Head of Fixed Income for Principal Asset Management Private Limited. She has over 18 years of experience in dealing, research and fund management. Previously she was associated with L&T Mutual Fund as AVP - Fixed Income, Reliance Life Insurance as Fund Manager and SBI Mutual Funds as Fund Manager. She has completed her PGDM from IIM Bangalore and holds a honors degree in Economics from Lady Shri Ram College, Delhi University."

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Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

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