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You are here : Moneycontrol > Mutual Funds > Ultra Short Term Debt > PRINCIPAL Mutual Fund > Principal Credit Opportunities Fund - Corporate Bond Plan (G)

Principal Credit Opportunities Fund - Corporate Bond Plan (G)

PLAN: Regular OPTIONS: Growth
2,679.276 0.48 (0.02%)

NAV as on 16 Jan, 2018

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
FUND FAMILY : PRINCIPAL Mutual Fund FUND CLASS : Ultra Short Term Debt
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Principal Near Term Fund - Moderate Plan has been renamed as Principal Debt Opportunities Fund -Corporate Bond Plan , w.e.f. March 2, 2012
View Historic Graph From     To     

Returns (NAV as on 16 Jan, 2018)

Period Returns (%) Rank #
1 mth 0.5 16
3 mth 1.4 39
6 mth 3.3 43
1 year 7.2 33
2 year 7.9 70
3 year 8.3 50
5 year 8.3 98

# Moneycontrol Rank within 196 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.9 1.8 1.7 1.3 7.3
2016 2.1 1.9 2.1 1.9 8.4
2015 2.3 2.1 2.1 2.1 9.2
2014 2.2 2.5 2.2 2.3 9.7
2013 2.0 2.0 0.1 2.4 7.0

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Ultra Short Term Debt)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.5 1.4 3.3 7.2 7.9 8.3 8.3
Category avg 0.4 1.3 3.0 6.2 7.1 7.1 7.4
Difference of Fund returns and Category returns 0.1 0.1 0.3 1.0 0.8 1.2 0.9
Best of category 1.2 3.8 6.7 9.9 9.6 9.2 9.6
Worst of category -0.3 -0.1 1.3 -3.6 1.9 -11.9 6.0

Investment Info

Investment Objective

To generate regular income and capital appreciation through investments in debt securities and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 06, 2004
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 8.81 (Dec-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Gurvinder Singh Wasan
View performance of schemes managed by the Fund Manager
Notes Principal Near Term Fund - Moderate Plan has been renamed as Principal Debt Opportunities Fund -Corporate Bond Plan , w.e.f. March 2, 2012

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Principal Mutual Fund, Exchange Plaza, 'B' Wing, 2nd Floor, NSE Building, Bandra Kurla Complex, Bandra (E), Mumbai, 400 051
Tel. No. 022 - 2202 1111
Fax No. 91 22 2204 4990
Email customer@principalindia.com
Website http://www.principalindia.com/

Peer Comparison

Ultra Short Term Debt Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ABSL Saving Fund - RP (G) Not Ranked
32.82 1.3 3.1 6.8 8.4 8.8
ABSL Saving - Direct (G) Rank 3
13,762.33 1.3 3.1 6.9 8.5 9.0
Reliance Money Manager (G) Rank 3
7,754.98 1.2 2.9 6.4 7.8 8.4
Reliance Medium Term Fund (G) Rank 4
2,350.83 1.0 2.8 6.3 8.1 8.4
ABSL Saving Fund (DAP) Not Ranked
0.00 1.3 3.1 6.8 8.4 8.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Debt Rating Value
(Rs cr)
Asset %
7.50% Power Finance Corporation Ltd. CRISIL AAA 6.02 10.51
Sprit Textiles Private Ltd. (ZCB) BWR AA- 5.14 8.98
9.05% Dewan Housing Finance Corporation Ltd. BWR AAA 5.07 8.86
8.85% Power Grid Corporation of India Ltd. CRISIL AAA 4.12 7.19
8.15% Piramal Enterprises Ltd. [ICRA]AA 4.01 7.00
12.55% Manappuram Finance Ltd. BWR AA 2.01 3.51
9.48% Rural Electrification Corporation Ltd. CRISIL AAA 1.07 1.86
10.30% Manappuram Finance Ltd. CARE AA 1.01 1.76
10.85% Aspire Home Finance Corporation Ltd. CRISIL A+ 1.01 1.76
9.10% Dewan Housing Finance Corporation Ltd. BWR AAA 0.80 1.40

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 30, 17)

Equity 0.00
Others 0.00
Debt 52.83
Mutual Funds N.A
Money Market 42.34
Cash / Call 4.83

View All

Concentration

Holdings (%)
Top 5 42.54
Top 10 52.83
Sector (%)
Top 3 N.A.

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