Principal Credit Opportunities Fund (Debt, Credit Opportunities)

Moderate
13 yrs 6 monthsStarted on:14 Sep 2004
₹ 86.83 Cras on: 23 Feb 2018
Mid Term & Long Horizon
0.46%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme will maintain a judicious mix of cash, short term and medium term instruments.

Exit Load

NIL

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.97
1 Month0.52
3 Month1.47
1 YR7.03
2 YR7.79
3 YR8.21

SIP Returns

TenureReturns (CAGR)
1 YR6.62
2 YR7.29
3 YR7.7
5 YR8.2
10 YR8.16

Portfolio

Company Name% Assets
Ess Kay Fincorp Ltd. 27/12/2019 10.85%7.72
Piramal Enterprises Ltd. 14/06/2019 8.15%6.32
HCL Infosystems Ltd. 52-D 22/03/20186.25
Sprit Textiles Pvt. Ltd. 24/09/20215.99
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%5.91
Reliance Jio Infocomm Ltd. 29/04/2019 8.10%5.78
Vedanta Ltd. 91-D 06/02/20185.75
Kribhco Fertilizers Ltd. 61-D 05/03/20185.72
Sudarshan Chemical Inds. Ltd. 69-D 26/03/20185.7
National Bank For Agriculture & Rural Development 30/09/2020 6.98%5.67

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.4%
Beta0.88%
Sharpe Ratio12.63

Gurvinder Singh Wasan

Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.

Other Funds Managed by Gurvinder Singh Wasan

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