| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.13% |
| NAV | ₹201.19 (28 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹235 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.8% |
| ICICI Bank Ltd. | Financial | Equity | 6.2% |
| Reliance Industries Ltd. | Energy | Equity | 5.6% |
| Infosys Ltd. | Technology | Equity | 5.1% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.4% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.1% |
| Hindustan Unilever Ltd. | FMCG | Equity | 2.5% |
| Nestle India Ltd. | FMCG | Equity | 2.3% |
| Bharti Airtel Ltd. | Communication | Equity | 2.3% |
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 ₹235 Cr and the Latest NAV as of 28 Oct 2020 is ₹201.19.
The Principal Personal Tax Saver Fund Direct is rated Moderately High risk. Minimum SIP Investment is set to 500.
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.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.