Principal Dynamic Bond Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Principal Dynamic Bond Fund Growth Fund Overview
Min. investment
SIP ₹2000 & Lump. ₹5000
AUM (Fund size)
₹28 Cr
Lock In Period
N/A
Expense Ratio
1.52
Exit Load
1% for redemption within 365 days.
Benchmark
Crisil Composite Bond Fund Index
Principal Dynamic Bond Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.20 | -1.16 | 297.20 |
| 6M | 4.06 | 0.83 | 315.19 |
| 1Y | 7.48 | 2.83 | 338.86 |
| 3Y | 2.85 | 8.79 | 39.48 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2020-08-31
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About Fund Principal Dynamic Bond Fund Growth
Principal Dynamic Bond Fund Growth managed by ,is a Dynamic Bondscheme with Assets Under Management of ₹28 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.52. Under the expert guidance of Bekxy Kuriakose ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Bekxy Kuriakose
Ms. Bekxy holds a B.A. and a PGDM degree. She has 9 years of experience. Prior assignments - Reliance Life Insurance Company Ltd. and SBI Mutual Fund.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Baroda Dynamic Bond Fund Growth | 0 | 18 CR | 1.59 |
| Principal Dynamic Bond Fund Growth | 0 | 28 CR | 1.52 |
| ICICI Prudential All Seasons Bond Fund - Retail Plan. Growth | 0 | 5,997 CR | 1.32 |
| Franklin India Dynamic Accrual Fund Growth | 0 | 99 CR | 1.67 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda Dynamic Bond Fund Growth | 3.9549 | 8.6026 |
| This FundPrincipal Dynamic Bond Fund Growth | 7.476 | 8.8056 |
| This FundICICI Prudential All Seasons Bond Fund - Retail Plan. Growth | 12.0951 | 27.1185 |
| This FundFranklin India Dynamic Accrual Fund Growth | 31.9013 | 39.4819 |
Principal Dynamic Bond Fund Growth FAQs
Principal Dynamic Bond Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Principal Dynamic Bond Fund Growth is 1.52. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Principal Dynamic Bond Fund Growth’s fund performance is as follows:
- 1 Month : -0.20%
- 6 Months : 4.06%
- 1 Year : 7.48%
- 3 Years : 2.85%
You can invest in Principal Dynamic Bond Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Principal Dynamic Bond Fund Growth is ₹28 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Principal Dynamic Bond Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
