Principal Personal Tax Saver Fund Direct

Equity
ELSS
Very High Risk
3Y Lock In
17.19%
3Y annualised
+0.35% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Dec 2021₹313.38
Min. SIP amountNot Supported
RatingNA
Fund size₹332.68Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (68)

NameSectorInstrumentAssets
FinancialEquity8.12%
TechnologyEquity6.83%
FinancialEquity5.49%
EngineeringEquity4.14%
EnergyPPE3.61%
FinancialEquity3.09%
AutomobileEquity2.93%
TechnologyEquity2.76%
FinancialEquity2.73%
AutomobileEquity2.46%
FinancialEquity2.24%
CommunicationPPE2.10%
AutomobileEquity2.02%
FinancialEquity2.01%
EngineeringEquity1.99%
ServicesEquity1.79%
FinancialEquity1.78%
FMCGEquity1.61%
FinancialEquity1.53%
HealthcareEquity1.53%
MetalsEquity1.50%
TechnologyEquity1.47%
ConstructionEquity1.42%
FMCGEquity1.36%
EngineeringEquity1.36%
EngineeringEquity1.29%
ChemicalsEquity1.27%
FinancialEquity1.23%
FinancialEquity1.16%
AutomobileEquity1.15%
ChemicalsEquity1.15%
TechnologyEquity1.14%
FinancialEquity1.10%
CommunicationEquity1.09%
TechnologyEquity1.07%
Consumer DurableEquity1.06%
AutomobileEquity1.05%
ServicesEquity1.03%
HealthcareEquity0.99%
ChemicalsEquity0.98%
InsuranceEquity0.97%
HealthcareEquity0.95%
ServicesEquity0.94%
FinancialEquity0.86%
ConstructionEquity0.85%
HealthcareEquity0.79%
ServicesEquity0.79%
FinancialEquity0.76%
FinancialEquity0.75%
EnergyEquity0.74%
AutomobileEquity0.70%
FinancialEquity0.66%
AutomobileEquity0.63%
ServicesEquity0.62%
AutomobileEquity0.59%
HealthcareEquity0.59%
FinancialEquity0.47%
ChemicalsEquity0.42%
FinancialEquity0.34%
HealthcareEquity0.34%
ServicesEquity0.33%
FMCGEquity0.26%
ServicesEquity0.24%
Reserve Bank of India
FinancialT-Bills0.02%
FMCGNCD0.01%
Virtual Dynamics Software Ltd.
TechnologyEquity0.00%
Punjab Wireless Systems Ltd.
CommunicationEquity0.00%
Apollo Tyres Ltd.
AutomobileEquity0.00%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns32.1%17.2%15.0%13.2%
Category average0.8%20.0%22.1%NA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 2.13%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
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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