Groww Logo
Home>Mutual Funds>PRINCIPAL Mutual Fund>Principal Equity Savings Fund - Direct - Growth

Principal Equity Savings Fund - Direct - Growth

Equity
Arbitrage
High Risk
14.46%
3Y annualised
+0.31% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Jan 2022₹55.34
Min. SIP amountNA
RatingNA
Fund size₹72.78Cr

Returns and rankings

Category: Equity Arbitrage
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.1%14.5%12.2%9.6%
Category average20.4%8.3%8.2%NA
Rank with in category10117NA
Understand terms

Holdings (66)

NameSectorInstrumentAssets
Maruti Suzuki India Ltd.AutomobileEquity5.0%
GOI
SovereignGOI Sec4.4%
GOI
SovereignGOI Sec4.2%
GOI
SovereignGOI Sec4.0%
ICICI Bank Ltd.FinancialEquity3.2%
Polycab India Ltd.EngineeringEquity3.0%
GOI
SovereignGOI Sec2.8%
Housing Development Finance Corpn. Ltd.FinancialEquity2.7%
Ashok Leyland Ltd.AutomobileEquity2.6%
Reliance Industries Ltd.EnergyEquity2.6%
See All

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund house & investment objective

Fund house contact details

Address
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Phone
022-67720555
Launch Date
25 Nov 1994
Website
NA
Amc Image
PRINCIPAL Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
NA
Address
NA
Email
NA
Website
NA

Compare funds

Principal Equity Savings Fund - Direct - Growth
VS
Add mutual fund to compare

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?

You can select either SIP or Lumpsum investment of Principal Equity Savings Fund - Direct - Growth based on your investment objective and risk tolerance.

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.

What is the PE and PB ratio of Principal Equity Savings Fund - Direct - Growth?

The PE ratio ratio of Principal Equity Savings Fund - Direct - Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.1.4
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI