NAV: 27 Dec 2021 | ₹313.38 |
Min. SIP amount | NA |
Rating | NA |
Fund size | ₹332.68Cr |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 32.1% | 17.2% | 15.0% | 13.2% |
Category average | 54.9% | 14.2% | 14.3% | NA |
Rank with in category | NA | NA | NA | NA |
Name | Sector | Instrument | Assets |
---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 8.1% |
Infosys Ltd. | Technology | Equity | 6.8% |
HDFC Bank Ltd. | Financial | Equity | 5.5% |
Polycab India Ltd. | Engineering | Equity | 4.1% |
Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 3.6% |
State Bank of India | Financial | Equity | 3.1% |
Ashok Leyland Ltd. | Automobile | Equity | 2.9% |
Tata Consultancy Services Ltd. | Technology | Equity | 2.8% |
Axis Bank Ltd. | Financial | Equity | 2.7% |
Maruti Suzuki India Ltd. | Automobile | Equity | 2.5% |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
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.
Min. for 1st investment | NA |
Min. for 2nd investment onwards | NA |
Min. for SIP | NA |
You can easily invest in Principal Personal Tax Saver Fund Direct 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:
The Principal Personal Tax Saver Fund Direct has been there from 02 Jan 2013 and the average annual returns provided by this fund is 32.07% since its inception.
The term
Expense Ratio used for Principal Personal Tax Saver Fund Direct 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 Personal Tax Saver Fund Direct is 2.13% as of 25 Jun 2022...
The AUM, short for Assets Under Management of Principal Personal Tax Saver Fund Direct is ₹332.68Cr as of 25 Jun 2022.
If you want to sell your Principal Personal Tax Saver Fund Direct 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.
The NAV of Principal Personal Tax Saver Fund Direct is ₹313.38 as of 27 Dec 2021.