Home>Mutual Funds>Principal Mutual Fund>Principal Equity Savings Fund IDCW Half Yearly

Principal Equity Savings Fund IDCW Half Yearly

Hybrid
Equity Savings
High Risk
Payout
13.42%
3Y annualised
-0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Oct 2021₹14.96
Min. SIP amountNA
Rating5star
Fund size₹101.47 Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.0%13.4%9.9%8.7%
Category average20.4%8.3%8.2%NA
Rank with in category321NA
Understand termsinfo

Holdings (64)

NameSectorInstrumentAssets
AutomobileEquity6.3%
GOI
SovereignGOI Sec5.2%
FinancialEquity3.8%
EngineeringEquity3.8%
AutomobileEquity3.5%
GOI
SovereignGOI Sec3.4%
FinancialEquity3.4%
GOI
SovereignGOI Sec2.9%
GOI
SovereignGOI Sec2.6%
FinancialEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 2.39%

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

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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