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 (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns32.1%17.2%15.0%13.2%
Category average-0.5%14.5%10.4%NA
Rank with in categoryNANANANA
Understand terms

Holdings (63)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.1%
Infosys Ltd.TechnologyEquity6.8%
HDFC Bank Ltd.FinancialEquity5.5%
Polycab India Ltd.EngineeringEquity4.1%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE3.6%
State Bank of IndiaFinancialEquity3.1%
Ashok Leyland Ltd.AutomobileEquity2.9%
Tata Consultancy Services Ltd.TechnologyEquity2.8%
Axis Bank Ltd.FinancialEquity2.7%
Maruti Suzuki India Ltd.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

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.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Sudhir Kedia
Oct 2019 - Present
View details

Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
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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