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SET SMS ALERT Fund Family PRINCIPAL Mutual Fund
Fund Class MIP Aggressive
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 2.1 | - |
| 3 mth | 4.3 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 49 MIP Aggressive Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 2.0 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (MIP Aggressive)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 2.1 | 4.3 | -- | -- | -- | -- | -- |
| Category avg | 2.3 | 3.1 | 5.6 | 12.7 | 6.8 | 4.7 | 3.9 |
| Difference of Fund returns and Category returns | -0.2 | 1.2 | -- | -- | -- | -- | -- |
| Best of category | 5.9 | 6.7 | 10.4 | 19.9 | 11.6 | 9.2 | 12.8 |
| Worst of category | 0.6 | -1.3 | 1.2 | 7.3 | 5.7 | 4.5 | 4.4 |
Investment Objective
To seek to generate stable returns and capital appreciation through investment in Debt instruments and related securities over medium to long term investment horizon.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 01, 2013 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 1.19 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Pankaj Jain View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed on or before 1 year from the date of allotment. |
| Regd. Office | Principal Mutual Fund, Exchange Plaza, 'B' Wing, 2nd Floor, NSE Building, Bandra Kurla Complex, Bandra (E), Mumbai, 400 051 |
|---|---|
| Tel. No. | 022 - 2202 1111 |
| Fax No. | 91 22 2204 4990 |
| customer@principalindia.com | |
| Website | http://www.principalindia.com/ |
| MIP Aggressive | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC MIP - LTP (G) | Rank 2 |
5,133.91 | 4.0 | 7.3 | 14.2 | 8.7 | 10.7 |
| Reliance MIP (G) | Rank 2 |
3,386.21 | 4.8 | 7.4 | 14.2 | 9.2 | 12.8 |
| UTI MIS - Advantage Plan (G) | Rank 3 |
554.69 | 4.3 | 6.5 | 14.2 | 8.1 | 8.7 |
| ICICI Prudential MIP 25 (G) | Rank 3 |
526.59 | 4.4 | 7.4 | 14.7 | 9.1 | 8.6 |
| DSP BlackRock MIP Fund (G) | Rank 3 |
520.73 | 4.0 | 6.5 | 12.4 | 8.8 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| 8.76% Exim Bank | CRISIL AAA | 9.63 | 18.92 |
| 10.6723% Cholamandalam Investment and Finance Company | ICRA AA | 8.04 | 15.80 |
| 8.90% Power Finance Corporation | CRISIL AAA | 6.80 | 13.37 |
| 0% Sundaram Finance | ICRA AA+ | 6.77 | 13.30 |
| 10.30% Tata Sons | CRISIL AAA | 3.04 | 5.97 |
| 8.95% Reliance Utility and Power | CRISIL AAA | 3.00 | 5.90 |
| 9.08% State Bank of Mysore | CRISIL AAA | 2.55 | 5.02 |
| 8.87% Power Finance Corporation | CRISIL AAA | 2.54 | 5.00 |
| 11.10% Fullerton India Credit Company | ICRA AA+ | 2.53 | 4.98 |
| 10% Jindal Power | ICRA AA | 2.00 | 3.93 |
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 94.16 |
| Mutual Funds | N.A |
| Money Market | 1.17 |
| Cash / Call | 4.67 |
| Holdings | (%) |
|---|---|
| Top 5 | 67.36 |
| Top 10 | 92.19 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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