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Principal Personal Tax Saver Fund Direct-0.25%

56.04%
1 Year Return
Equity
ELSS
1.0star
3Y Lock inlock
6M
1Y
3Y
5Y
All

Fund Details

Principal Personal Tax Saver Fund Direct

RiskVery High
Min SIP AmountNot Supported
Expense Ratio2.13%
NAV₹281.06 (23 Jun 2021)
Fund Started01 Jan 2013
Fund Size310 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
56.0%
11.8%
12.3%
12.1%
Category Average
53.0%
8.1%
12.7%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 56.0% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.13%
3. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity9.5%
HDFC Bank Ltd.FinancialEquity7.0%
Infosys Ltd.TechnologyEquity4.7%
State Bank of IndiaFinancialEquity4.3%
Axis Bank Ltd.FinancialEquity3.5%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE3.4%
Polycab India Ltd.EngineeringEquity3.2%
Maruti Suzuki India Ltd.AutomobileEquity3.2%
Bharti Airtel Ltd.CommunicationEquity3.0%
Kotak Mahindra Bank Ltd.FinancialEquity2.8%
See All

Fund Managers

P V K Mohan
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Ravi Gopalakrishnan
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Principal Personal Tax Saver Fund Direct Details

Principal Personal Tax Saver Fund Direct is a Equity Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 01 Jan 2013. P V K Mohan is the Current Fund Manager of Principal Personal Tax Saver Fund Direct fund.The fund currently has an Asset Under Management(AUM) of ₹310 Cr and the Latest NAV as of 23 Jun 2021 is ₹281.06.

The Principal Personal Tax Saver Fund Direct is rated Very High risk. Minimum SIP Investment is set to 500.

Investment Objective

The scheme is due for redemption in 2006. The scheme seeks capital appreciation with at least 80 per cent exposure to equities, FCDs, preference shares and bonds of companies. The scheme can make investments in money market instruments up to 20 per cent. The scheme offers liquidity through repurchase at NAV.

Tax Implications

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

Compare Funds

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About Principal Mutual Fund

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
Principal Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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