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Principal Credit Opportunities Fund - Corporate Bond Plan (G)

PLAN: Regular OPTIONS: Growth
2,728.032 0.43 (0.02%)

NAV as on 24 May, 2018

CRISIL MF RANK

Not Ranked

Riskometer

MODERATE

MODERATE

  • Principal at moderate risk.
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 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 24 May, 2018)

Period Returns (%) Rank #
1 mth - 131
3 mth 1.1 132
6 mth 2.6 93
1 year 6.3 74
2 year 7.3 60
3 year 7.8 53
5 year 7.8 105

# Moneycontrol Rank within 157 Ultra Short Term Debt Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 1.8 - - - -
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 -- 1.1 2.6 6.3 7.3 7.8 7.8
Category avg 0.1 1.3 2.5 6.0 6.9 7.3 7.4
Difference of Fund returns and Category returns -- -0.2 0.1 0.3 0.4 0.5 0.4
Best of category 0.6 1.8 3.6 7.7 8.6 9.0 9.4
Worst of category -0.6 0.3 0.3 4.2 5.0 3.9 5.8

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 09, 2004
Benchmark CRISIL Liquid Fund
Asset Size (Rs cr) 7.94 (Mar-31-2018)
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 (%)
ICICI Pru Flexi Income -Direct (G) Rank 3
12,178.26 1.4 2.7 6.5 8.0 8.6
SBI Ultra Short Term Debt - DP (G) Rank 2
8,222.62 1.6 3.0 6.4 7.6 8.2
ICICI Pru Flexi Income (G) Rank 3
8,962.07 1.3 2.6 6.3 7.9 8.5
SBI Ultra Short Term Debt - RP (G) Rank 1
2,487.47 1.6 2.9 6.3 7.5 8.1
ABSL Saving Fund - RP (G) Not Ranked
31.66 1.5 2.8 6.6 8.0 8.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Debt Rating Value
(Rs cr)
Asset %
11.55% Suryoday Small Finance Bank Ltd. ** [ICRA]A- 8.08 9.31
10.35% Ess Kay Fincorp Ltd. ** IND A (SO) 6.12 7.05
8.15% Piramal Enterprises Ltd. ** [ICRA]AA 5.47 6.30
Sprit Infrapower & Multiventures Pvt. Ltd. (ZCB) BWR AA- 5.31 6.12
9.05% Dewan Housing Finance Corporation Ltd. ** BWR AAA 5.11 5.89
8.10% Reliance Jio Infocomm Ltd. ** CRISIL AAA 5.01 5.77
6.98% National Bank for Agriculture and Rural Development CRISIL AAA 4.89 5.63
6.78% Reliance Industries Ltd. ** CRISIL AAA 4.86 5.60
8.85% Power Grid Corporation of India Ltd. ** CRISIL AAA 4.04 4.66
9.15% ICICI Bank Ltd. [ICRA]AA+ 3.97 4.58

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 0.00
Others 0.00
Debt 74.74
Mutual Funds N.A
Money Market 18.14
Cash / Call 7.12

View All

Concentration

Holdings (%)
Top 5 34.67
Top 10 60.91
Sector (%)
Top 3 N.A.

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