Principal Credit Opportunities Fund (Debt, Credit Opportunities)

2666.19
7.68%
NA
Income Generation
Mid Term & Long Horizon
Moderate
0.46%
13 yrs 4 months14 Sep 2004
₹ 80.84 Cr11 Dec 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.

Scheme Documents

TenureReturns (CAGR)
YTD
7.15
1 Month
0.45
3 Month
1.51
1 YR
7.53
2 YR
8.05
3 YR
8.44
TenureReturns (CAGR)
1 YR
7.13
2 YR
7.68
3 YR
8.01
5 YR
8.39
10 YR
8.23

Portfolio

Company Name% Assets
Power Finance Corpn. Ltd. 17/09/2020 7.50%10.51
Magma Housing Finance Co. 81-D 29/01/201810.18
Sprit Textiles Pvt. Ltd. 24/09/20218.98
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%8.86
Kribhco Fertilizers Ltd. 46-D 29/12/20178.69
Power Grid Corpn. Of India Ltd. 19/10/2019 8.85%7.19
Piramal Enterprises Ltd. 14/06/2019 8.15%7
HCL Infosystems Ltd. 61-D 29/01/20186.87
Cox & Kings Ltd. 363-D 22/11/20186.47
APL Apollo Tubes Ltd. 43-D 21/12/20175.22

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation0.36%
Beta0.81%
Sharpe Ratio10.44

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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