debtModerate risk

Principal Short Term Debt Fund - Income Distribution CUM Capital Withdrawal Option - Monthly

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Principal Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹12.8437

▲ 0.01% today

As of 30 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹100.0k

▼ ₹13 loss · -0.0% / year

Invested 3 years ago

₹99.8k

▼ ₹159 loss · -0.1% / year

Invested 5 years ago

₹1.01 L

▲ ₹642 gain · 0.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

8.3%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-9.96%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-0.01%

CAGR — 3 years-0.05%

CAGR — 5 years0.13%

CAGR — since launch1.56%

Volatility — 1 year (annualised)1.65%

Volatility — 3 years (annualised)8.30%

Max drawdown — 1 year-1.41%

Max drawdown — 3 years-9.38%

Sharpe ratio — 1 year (rf=6%)-3.64

Sharpe ratio — 3 years (rf=6%)-0.73

Fund info

Fund house: Principal Mutual Fund
Category: Debt Scheme - Short Duration Fund
Plan: —
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 101466
First price on record: 3 Apr 2006 · 3,797 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.