Home>Mutual Funds>Principal Mutual Fund>Principal Equity Savings Fund Direct Growth

Principal Equity Savings Fund Direct Growth

Hybrid
Equity Savings
High Risk
29.38%
1Y return
-0.13% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹53.83
Min. SIP amount₹500
Rating5star
Fund size₹86.29 Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.4%13.2%11.3%9.6%
Category average20.4%8.3%8.2%NA
Rank with in category322NA
Understand termsinfo

Holdings (53)

NameSectorInstrumentAssets
AutomobileEquity7.9%
FinancialEquity5.0%
EngineeringEquity4.8%
FinancialEquity4.5%
GOI
SovereignGOI Sec4.3%
FinancialEquity3.0%
TechnologyEquity2.6%
FMCGEquity2.6%
State Bank of India
FinancialEquity2.4%
FinancialTerm Deposits2.2%
See All

Pros and cons

info
Category: Hybrid Equity Savings
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Pros

1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
Exit load is zero
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Expense ratio, exit load and tax

Expense ratio: 0.97%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

P V K Mohan
Jun 2016 - Present
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Ravi Gopalakrishnan
Jul 2019 - Present
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Bekxy Kuriakose
May 2019 - Present
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Fund house & investment objective

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Fund house contact details

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