ZFunds
fund_image

Principal Short Term Debt Fund - IDCW - Monthly

Short Duration Fund

share

Principal Short Term Debt Fund Returns

NAV: ₹13.03

As of 2026-10-21

5.07%

1yr

6.83%

3yr

5.66%

5yr

All

Oct-25Feb-26Mar-26Jul-26Oct-26

Principal Short Term Debt Fund Return Calculator

Select Investment Type

SIP

Lumpsum

Invested Amount
₹0
Up By
NaN%
Your wealth in 0
₹0
Total Gain
₹0

Principal Short Term Debt Fund Overview

arrow

About Principal Short Term Debt Fund - IDCW - Monthly

The Principal Short Term Debt Fund - IDCW - Monthly , a multi-cap fund   Open Ended Mutual Funds   from Sundaram Asset Management Company Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Principal Short Term Debt Fund - IDCW - Monthly - Performance

The Principal Short Term Debt Fund - IDCW - Monthly has set a great track record, delivering an impressive 1-year return of 5.07. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹178.26 Cr. and the latest NAV declared is 13.0322 as on 2026-10-21.

Principal Short Term Debt Fund - IDCW - Monthly - Investment Strategy

The Principal Short Term Debt Fund - IDCW - Monthly follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Principal Short Term Debt Fund - IDCW - Monthly - Fees and Expenses

The Principal Short Term Debt Fund - IDCW - Monthly has an expense ratio of 0.69 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

Principal Short Term Debt Fund - IDCW - Monthly - SIP Planning

The Principal Short Term Debt Fund - IDCW - Monthly, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Principal Short Term Debt Fund - IDCW - Monthly is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

... Read More

icon

Lock-in Period

Nil

icon

Min SIP

250

icon

Min Lumpsum

₹5,000

icon

Fund Size(Cr)

₹178

icon

Expense Ratio

0.69%

icon

Exit Load

Nil

Principal Short Term Debt Fund Holdings

arrow

Principal Short Term Debt Fund Riskometer

arrow
riskometer

Principal Short Term Debt Fund AMC Details

arrow
  • Fund House

    Sundaram Asset Management Company Limited

Principal Short Term Debt Fund FAQs

arrow

How can I invest in the Principal Short Term Debt Fund ?

arrow

What are the historical returns of the Principal Short Term Debt Fund ?

arrow

What is the Net Asset Value (NAV) of Principal Short Term Debt Fund currently?

arrow

Is Principal Short Term Debt Fund a good investment option for me?

arrow

What are the expense ratios associated with Principal Short Term Debt Fund ?

arrow

Can I invest in both SIP and Lump Sum plans for Principal Short Term Debt Fund ?

arrow

How can I redeem my investments in the Principal Short Term Debt Fund ?

arrow

What is the current Asset Under Management (AUM) for Principal Short Term Debt Fund ?

arrow

How can I invest in the Principal Short Term Debt Fund through SIPs of INR 1000 per month?

arrow

Disclaimer

Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.