Principal Ultar Short Term Fund (IDCW-M)

  • 5 years return (%) 4.35%
  • AUM (₹) ₹106.22 Cr
  • NAV (₹) 1059.21
  • Rating NA

Performance

1Y 3Y 5Y Max
Fund Return 2.53% 4.86% 4.35% 89.69%
Category Average 51.53% 22.63% 17.99% 22.43%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
2.53%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Principal Ultar Short Term Fund (IDCW-M) 1.05 106.218 +5%
JM Low Duration Fund (G) 0.66 136.2465 +5%
ITI Ultra Short Duration Fund - Reg (G) 1.07 121.3286 +0%
Baroda Ultra Short Duration Fund - Regular (G) 0.42 107.625 +6%
Motilal Oswal Ultra Short Term Fund (G) 1.02 104.6334 +2%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • IndusInd Bank

    Automobile Sector
    Certificate of Deposits Instrument
    7.4% % Assets
  • Net CA & Others

    Automobile Sector
    Net CA & Others Instrument
    6.5% % Assets
  • Axis Bank

    Automobile Sector
    Certificate of Deposits Instrument
    5.6% % Assets
  • S I D B I

    Automobile Sector
    Corporate Debts Instrument
    4.8% % Assets
  • N A B A R D

    Automobile Sector
    Corporate Debts Instrument
    4.8% % Assets

AMC Details

Principal Mutual Fund

  • 8930.0128 Cr

    AUM

Contact Details

Unit no. 002, Ground Floor, B (West)
Wing,Satellite Gazebo, Andheri
Ghatkopar Link Road, Mumbai-400093.

67720555 | 67720512
customer@principalindia.com