Principal Credit Opportunities Fund (Debt, Credit Opportunities)

2643.59
7.70%
NA
NA
Income Generation
Mid Term & Long Horizon
Moderate
0.48%
13 yrs 2 months14 Sep 2004
₹ 54.23 Cr18 Oct 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
6.24
1 Month
0.55
3 Month
1.78
1 YR
7.83
2 YR
8.26
3 YR
8.63
TenureReturns (CAGR)
1 YR
7.65
2 YR
8.02
3 YR
8.27
5 YR
8.53
10 YR
8.28

Portfolio

Company Name% Assets
Power Finance Corpn. Ltd. 17/09/2020 7.50%11.16
Dewan Housing Finance Corpn. Ltd. 09/09/2019 9.05%9.39
Sprit Textiles Pvt. Ltd. 24/09/20219.34
APL Apollo Tubes Ltd. 63-D 10/11/20179.15
Export-Import Bank Of India 313-D 14/03/20188.96
Vardhman Special Steels Ltd. 68-D 17/10/20178.27
Power Grid Corpn. Of India Ltd. 19/10/2019 8.85%7.64
Piramal Enterprises Ltd. 14/06/2019 8.15%7.4
HCL Infosystems Ltd. 61-D 28/11/20177.25
Manappuram Finance Ltd. 01/02/2018 12.55%3.73

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation0.34%
Beta0.76%
Sharpe Ratio11.49

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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