Principal Income Fund - Short Term Plan (G) NAV | PRINCIPAL Mutual Fund | Principal Income Fund

MARKET RADAR

SENSEX NIFTY Refresh

SNAPSHOT

SNAPSHOT

Performance

Investment Info

Peers

Portfolio

News and Videos

News Videos

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category

View Historic Graph From To

Returns (NAV as on May-25-2012)

Period	Returns (%)	Rank #
1 mth	0.4	69
3 mth	2.0	43
6 mth	4.7	26
1 year	9.7	27
2 year	7.9	20
3 year	7.6	7
5 year	8.5	12

# Moneycontrol Rank within 73 Debt Short Term Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	2.3	-	-	-	-
2011	2.3	2.0	2.3	2.1	9.1
2010	1.4	1.4	1.1	1.1	5.3
2009	2.6	2.8	1.9	1.5	9.6
2008	2.0	1.3	1.5	4.0	9.0
2007	0.7	2.2	2.2	2.3	7.9

View where it stands within its peers

* Returns over 1 year are Annualised

Returns Calculator SIP Calculator

EXPAND ALL

Performance

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

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	0.4	2.0	4.7	9.7	7.9	7.6	8.5
Category avg	0.6	2.1	4.3	8.9	6.3	4.5	3.2
Difference of Fund returns and Category returns	-0.2	-0.1	0.4	0.8	1.6	3.1	5.3
Best of category	1.4	3.2	5.7	14.5	10.9	9.2	9.6
Worst of category	0.4	0.4	0.5	0.1	-0.9	0.2	1.0

Investment Info

Investment Objective

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 details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	May 08, 2003
Benchmark	CRISIL Short Term Bond Fund
Asset Size (Rs cr)	64.97 (Mar-31-2012)
Minimum Investment	Rs.5000
Last Dividend	N.A.
Bonus	N.A.
Fund Manager	Gurvinder Singh Wasan / Pankaj Jain View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	0.05%
Load Comments	Exit Load 0.5% if units are redeemed / switched-out within 6 months from the date of allotment.

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

Debt Short Term	Crisil Rank	Assets (Rs.cr)
Debt Short Term	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
Templeton (I) STIF - Inst. (G)	Not Ranked	673.65	2.3	4.5	9.7	8.5	9.4
Templeton (I) ST Income (G)	Rank 4	4,159.60	2.2	4.4	9.5	8.3	9.3
Templeton India Income Oppor. (G)	Rank 5	3,194.27	2.1	4.4	9.5	--	--
Templeton (I) Low Duration (G)	Rank 3	523.74	2.6	5.0	10.1	--	--
Templeton (I) Low Duration (QD)	Not Ranked	1,377.97	0.4	0.5	0.1	0.2	1.0
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 12)

Debt	Rating	Value (Rs cr)	Asset %
Union Bank of India	A1+	-	18.47
Bajaj Finance Ltd	AA+	-	9.78
TATA Capital Ltd	AA+	-	9.78
Sundaram Finance Ltd	AA+	-	8.19
Syndicate Bank Ltd	A1+	-	7.41
ICICI Bank Ltd	A1+	-	7.41
Fullerton India Credit Company Ltd	A1+	-	6.43
DHFL Holdings Private Ltd	A1+(SO)	-	6.03
State Bank of Hyderabad	A1+	-	5.21
Cholamandalam Investment and Finance Company Ltd	AA	-	4.91