Principal Income Short Term (Ex)-Growth
₹17.6527
As on 23-Sep-2010
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Risk
This fund has risk.
As per SEBI's Riskometer.
Portfolio of Principal Income Short Term (Ex)-Growth
Asset Allocation
Split between different types of investments
Credit Rating Weightage
Split between categories of Equity investments
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Base Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Moderate
|
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0.89 |
||||
|
Moderate
|
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0.57 |
||||
|
Low to Moderate
|
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0.72 |
||||
|
Moderate
|
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0.77 |
||||
|
Moderate
|
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0.80 |
Other details of Principal Income Short Term (Ex)-Growth
Assets
Exit Load (Days)
--
Min. Investment (₹)
Min. Withdrawal (₹)
Min. SIP Investment (₹)
Min. No of Cheques
About Principal Income Short Term (Ex)-Growth
Principal Income Short Term (Ex)-Growth is a debt mutual fund scheme of Sundaram Mutual Fund. Launched on April 24, 2002, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of Rs -- crore.
Principal Income Fund - Short Term Plan (Ex) is mandated to invest in bonds such that the duration of the portfolio is between one and three years.
Suitability
Short Term funds are suitable for:
- Debt allocation in your long-term portfolio
- Earning marginally higher returns than fixed deposits, with low-to-moderate volatility and flexibility to redeem anytime
- Investment horizon of 1-3 years
Note:
- Unlike FD, there is no guarantee of returns
- Not suitable for long-term wealth creation
Latest news on Principal Income Short Term (Ex)-Growth
Principal Mutual Fund : Change in Exit Load
1 min read•By News Desk
Change is the Only Constant
1 min read•By Research Desk
FAQ for Principal Income Short Term (Ex)-Growth
How to Invest in Principal Income Short Term (Ex)-Growth?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Principal Income Short Term (Ex)-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Principal Income Short Term (Ex)-Growth can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Principal Income Short Term (Ex)-Growth Today?
The latest declared NAV of Principal Income Short Term (Ex)-Growth, is ₹17.6527 as of 13-Nov-2026.
What is the return of Principal Income Short Term (Ex)-Growth in the last 5 years?
Over the past five years, Principal Income Short Term (Ex)-Growth has delivered an annualised return of --% as of 13-Nov-2026.
What is the minimum investment required in Principal Income Short Term (Ex)-Growth?
The minimum investment required to start investing in Principal Income Short Term (Ex)-Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.
