Principal Floating Rate Flexible Maturity (Ex)-Growth

Fund Card download factsheet

Value Research Rating

Unrated

Our Opinion

premium-user

₹14.7414

As on 23-Sep-2010

Returns

to
loading...

Calculate SIP Returns of Principal Floating Rate Flexible Maturity (Ex)-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Principal Floating Rate Flexible Maturity (Ex)-Growth

Asset Allocation

Split between different types of investments

loading...

Credit Rating Weightage

Split between categories of Equity investments

loading...

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
5 star
unlock fund advisor
Low to Moderate
loading...
0.58
4 star
unlock fund advisor
Low to Moderate
loading...
0.69
5 star
unlock fund advisor
Moderate
loading...
0.71
4 star
unlock fund advisor
Low to Moderate
loading...
0.60
4 star
unlock fund advisor
Moderate
loading...
0.42

Other details of Principal Floating Rate Flexible Maturity (Ex)-Growth

Assets

info

Exit Load (Days)

info

--

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

These are advertorial stories which keeps Value Research free for all. Click here to mark your interest for an ad-free experience in a paid plan

About Principal Floating Rate Flexible Maturity (Ex)-Growth

Principal Floating Rate Flexible Maturity (Ex)-Growth is a debt mutual fund scheme of Sundaram Mutual Fund. Launched on September 14, 2004, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

Principal Floating Rate Flexible Maturity (Ex) is mandated to invest in bonds such that the duration of the portfolio is between six to twelve months, and therefore it is suitable to invest in for a similar time frame. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Suitability

Low Duration funds are avoidable for most investors in our opinion, because:

  • They are meant to keep your capital safe while earning low returns. This investing need is better served by Liquid funds
  • There are too many types of debt funds with little differentiation, making choice difficult for investors. Low Duration funds are one of them
loading...
loading...
loading...
loading...
loading...
loading...

FAQ for Principal Floating Rate Flexible Maturity (Ex)-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Principal Floating Rate Flexible Maturity (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 Floating Rate Flexible Maturity (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.

The latest declared NAV of Principal Floating Rate Flexible Maturity (Ex)-Growth, is ₹14.7414 as of 05-May-2026.

Over the past five years, Principal Floating Rate Flexible Maturity (Ex)-Growth has delivered an annualised return of --% as of 05-May-2026.

The minimum investment required to start investing in Principal Floating Rate Flexible Maturity (Ex)-Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.