INDProtect

Overview (as on 30 Jul 2021)

NAV

₹37.0195

1y returns

4.286%

Fund AUM

₹135 Cr

Expense Ratio

0.63%

Min SIP

₹2,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Government
45.61%
Corporate
27.78%
Cash Equivalent
26.61%
Debt Credit Ratings
AAA
100.00%

Key Metrics

Modified Duration 

2.05 yr

Average Maturity 

2.45 yr

Yield to Maturity 

4.81%

Holdings

Fund Details

Investment Objectives
To generate regular income and capital appreciation/ accretion through investment in debt instruments and related securities besides preservation of capital and has been designed to achieve stable returns over shorter-term investment horizons.
Scheme Name
Principal Short Term Debt Fund Direct Plan Growth Option
Scheme Document
Exit Load

After 0 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Gurvinder Wasan
Fund House Details
Fund House
Principal Asset Management Private Limited
Email
customer@principalindia.com
Phone
+912267720512
Address
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 Short Term Debt Fund Direct Plan Grow...

NAV

₹37.0195

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    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

Gurvinder Wasan
Gurvinder Wasan

leader

Work Experience
"Mr. Wasan is currently a Fund Manager - Debt for Principal Asset Management Private Limited. He has over 14 years of experience in Fixed Income markets, credit analysis and structured finance. Prior to joining Principal, he worked with CRISIL Ltd and ICICI Bank Ltd. Mr. Wasan holds a Master of Commerce degree, is a qualified Chartered Accountant and a CFA Charterholder."

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