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Home>Mutual Funds>Sundaram Mutual Fund>Principal Personal Tax Saver Fund Direct

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 amountNA
RatingNA
Fund size₹332.68Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns32.1%17.2%15.0%13.2%
Category average54.9%14.2%14.3%NA
Rank with in categoryNANANANA
Understand terms

Holdings (63)

NameSectorInstrumentAssets
FinancialEquity8.1%
TechnologyEquity6.8%
FinancialEquity5.5%
EngineeringEquity4.1%
EnergyPPE3.6%
FinancialEquity3.1%
AutomobileEquity2.9%
TechnologyEquity2.8%
FinancialEquity2.7%
AutomobileEquity2.5%
See All

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

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

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sudhir Kedia
Oct 2019 - Present
View details

Fund house & investment objective

Fund house contact details

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