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Principal Short Term Debt Fund - Direct Plan - Income Distribution CUM Capital Withdrawal Plan - Monthly
Short Duration · Debt
Principal Short Term Debt Fund - Direct Plan - Income Distribution CUM Capital Withdrawal Plan - Monthly
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
-0.81
Return per unit of risk · rf 6.5%
Sortino (3Y)
-0.55
Downside-only Sharpe
Max Drawdown
-10.0%
Peak-to-trough · full history
Vol (3Y)
8.2%
Annualised σ of daily returns
Positive Days
71%
Smoothness proxy
This fund has delivered negative risk-adjusted returns over the last 3 years (Sharpe -0.81). Its worst peak-to-trough drop over the full history was 10.0% (small drawdowns) between 2016-11-24 and 2019-06-04. About 71% of trading days closed up. Profile: smooth NAV path.
YTD
+0.0%
Calendar YTD
1 Year
+0.0%
Trailing 12 mo
3 Year
+0.0%
CAGR
5 Year
+0.0%
CAGR
10 Year
-0.1%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 1447 windows
- Best window CAGR
- +1.18%
- Median CAGR
- -0.07%
- Avg CAGR
- -0.31%
- Worst window CAGR
- -3.02%
- Positive windows
- 36.6%
5-Year Rolling Windows
- Sample size
- 965 windows
- Best window CAGR
- +0.63%
- Median CAGR
- -0.09%
- Avg CAGR
- -0.29%
- Worst window CAGR
- -1.87%
- Positive windows
- 33.5%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Short Duration
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Franklin India Short Term Income Plan - Direct - Growth
Franklin Templeton Mutual Fund
|
+0.0% | +42.9% | +28.2% | — |
|
ICICI Prudential Short Term Fund
ICICI Prudential Mutual Fund
|
+6.2% | +7.8% | +7.1% | — |
|
Aditya Birla Sun Life Short Term Fund
Aditya Birla Sun Life Mutual Fund
|
+5.9% | +7.6% | +6.8% | — |
|
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)
Sundaram Mutual Fund
|
+5.6% | +7.4% | — | — |
|
DSP Short Term Fund
DSP Mutual Fund
|
+5.3% | +7.2% | +6.2% | — |
|
PGIM India Short Duration Fund
PGIM India Mutual Fund
|
+0.0% | +0.0% | +1.9% | — |
|
Principal Short Term Debt Fund - Direct Plan - Income Distribution CUM Capital Withdrawal Plan - Monthly (this fund)
Principal Mutual Fund
|
+0.0% | +0.0% | +0.0% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.