Principal Credit Opportunities Fund (Debt, Credit Opportunities)

2615.19
7.71%
NA
NA
Income Generation
Mid Term & Long Horizon
Moderate
0.48%
12 yrs 12 months14 Sep 2004
₹ 74.76 Cr21 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

NIL

Investment Objective

The scheme will maintain a judicious mix of cash, short term and medium term instruments.
TenureReturns (CAGR)
YTD
5.10
1 Month
0.61
3 Month
2.04
1 YR
8.21
2 YR
8.41
3 YR
8.89
TenureReturns (CAGR)

Portfolio

Company Name% Assets
ECL Finance Ltd. 31-D 31/08/20179.71
Altico Capital India Pvt Ltd. 05/09/2017 10.00%9.37
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%6.79
Vardhman Special Steels Ltd. 62-D 10/08/20176.68
Reliance Industries Ltd. 59-D 28/08/20176.66
Export-Import Bank Of India 313-D 14/03/20186.43
Tata Steel Ltd. 60-D 01/09/20175.99
Power Grid Corpn. Of India Ltd. 19/10/2019 8.85%5.56
Piramal Enterprises Ltd. 14/06/2019 8.15%5.37
KEC International Ltd. 60-D 01/09/20175.32

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation0.42%
Beta0.9%
Sharpe Ratio9.58

Bekxy Kuriakose

Ms. Kuriakose is a BA (Economics) from Delhi University and PGDM from IIM,Bangalore
Prior to joining Principal MF she has worked with L&T MF, Reliance Life Insurance Co. Ltd ,SBI Mutual Fund and Tata Administrative Services

Other Funds Managed by Bekxy Kuriakose

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