| NAV: 04 Jan 2022 | ₹55.34 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹72.78Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 20.1% | 14.5% | 12.2% | 9.6% |
| Category average | 20.4% | 8.3% | 8.2% | NA |
| Rank with in category | 10 | 11 | 7 | NA |
Holdings (66)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Maruti Suzuki India Ltd. | Automobile | Equity | 5.0% |
GOI | Sovereign | GOI Sec | 4.4% |
GOI | Sovereign | GOI Sec | 4.2% |
GOI | Sovereign | GOI Sec | 4.0% |
| ICICI Bank Ltd. | Financial | Equity | 3.2% |
| Polycab India Ltd. | Engineering | Equity | 3.0% |
GOI | Sovereign | GOI Sec | 2.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.7% |
| Ashok Leyland Ltd. | Automobile | Equity | 2.6% |
| Reliance Industries Ltd. | Energy | Equity | 2.6% |
Expense ratio, exit load and tax
Expense ratio: 1.37%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in Principal Equity Savings Fund - Direct - Growth?
You can easily invest in Principal Equity Savings Fund - Direct - Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Principal Equity Savings Fund - Direct - Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Principal Equity Savings Fund - Direct - Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Principal Equity Savings Fund - Direct - Growth provide?
The Principal Equity Savings Fund - Direct - Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 20.07% since its inception.
How much expense ratio is charged by Principal Equity Savings Fund - Direct - Growth?
The term
Expense Ratio used for Principal Equity Savings Fund - Direct - Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Principal Equity Savings Fund - Direct - Growth is 1.37% as of 07 Jul 2022...
What is the AUM of Principal Equity Savings Fund - Direct - Growth?
The AUM, short for Assets Under Management of Principal Equity Savings Fund - Direct - Growth is ₹72.78Cr as of 07 Jul 2022.
How to Redeem Principal Equity Savings Fund - Direct - Growth?
If you want to sell your Principal Equity Savings Fund - Direct - Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Principal Equity Savings Fund - Direct - Growth?
What is the NAV of Principal Equity Savings Fund - Direct - Growth?
The NAV of Principal Equity Savings Fund - Direct - Growth is ₹55.34 as of 04 Jan 2022.
