Principal Credit Opportunities Fund (Debt, Credit Opportunities)

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


Scheme Documents

Similar Funds
BSL Medium Term Plan
Return (CAGR) 9.07%
Crisil Ranking 4
Value Research
SBI Corporate Bond Fund
Return (CAGR) 7.74%
Crisil Ranking 4
Value Research
Franklin India Corporate Bond Opportunities Fund
Return (CAGR) 9.74%
Crisil Ranking 3
Value Research
DSP BlackRock Income Opportunities Fund
Return (CAGR) 7.27%
Crisil Ranking 3
Value Research
Return (CAGR) 8.92%
Crisil Ranking 3
Value Research
ICICI Prudential Regular Savings Fund
Return (CAGR) 8.76%
Crisil Ranking 5
Value Research
Baroda Pioneer Credit Opportunities Fund - Plan A
Return (CAGR) 9.68%
Crisil Ranking NA
Value Research
HDFC Corporate Debt Opportunities Fund
Return (CAGR) 9.38%
Crisil Ranking 4
Value Research
Return (CAGR) 9.26%
Crisil Ranking 3
Value Research
Axis Fixed Income Opportunities Fund
Return (CAGR) 8.65%
Crisil Ranking 5
Value Research


TenureReturns (CAGR)
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


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


Standard Deviation0.4%
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

© CRISIL Limited 2017. All Rights Reserved