Principal Debt Savings Fund -Retail (G)

Principal Debt Savings Fund -Retail (G) is a scheme launched by Principal Mutual Fund on December 22, 2003, and falls under the Conservative fund category. It currently manages an AUM of Rs NaN crore. The fund permits investments with a minimum SIP of Rs 0 and a lump sum of Rs 5000. It charges an expense ratio of ))% for managing the portfolio.

• Investing Strategy:

  To generate regular income through investments in fixed income securities so as to make periodical income distribution to the Unitholders and also to generate long-term capital appreciation byinvesting a portion of the Scheme as assets in equity and equityrelated instruments and has been designed to cater to investorsseeking a slightly more aggressive exposure to equity markets.

• Performance:

  Principal Debt Savings Fund -Retail (G) trailing returns over different times are NA% (1 year), NA% (3 year) and NA% (5 year). The average annual return of this fund stands at NA%.