Principal Low Duration Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Principal Low Duration Growth Direct Plan

NAV
₹3,704.7893
-0.01%
(13 Jun)
AUM
398 Cr
TER
0.4%
Risk
Low to Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.9%
+8.8%
+8.7%
+8.6%
+8.6%
+7.9%
3Y
+8.1%
+7.9%
+7.6%
+7.8%
+8.0%
+7.1%
5Y
+7.2%
+6.7%
+7.3%
+6.8%
+6.7%
+6.3%
ALL
+7.7%
+8.0%
+5.9%
+7.8%
+7.9%
+6.1%
VOL
1.5%
0.9%
0.8%
0.8%
0.8%
-
TER
0.4%
0.4%
0.4%
0.5%
0.4%
-
AUM
₹580 Cr
₹12,913 Cr
₹398 Cr
₹21,198 Cr
₹22,934 Cr
-
INFO
5.01
8.58
7.39
10.21
9.87
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Principal Low Duration (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th May
Top holdings
Treps
15.2%
Punjab National Bank (18/03/2026)
6.6%
HDFC Bank Limited
5.5%
Can Fin Homes Limited - NCD & Bonds - NCD & Bonds
4.2%
Shriram Finance Limited - NCD & Bonds - NCD & Bonds
4.2%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
4.2%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
3.3%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
2.8%
PNb Housing Finance Limited - NCD & Bonds - NCD & Bonds
2.8%
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
2.8%
Top industry exposure
Industrials
0.0%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To provide a level of income consistent with liquidity through investments made primarily in money market and debt securities.
Fund manager(s)
Dwijendra Srivastava
Sandeep Agarwal

FAQs