| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.13% |
| NAV | ₹185.55 (09 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹218 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.3% |
| HDFC Bank Ltd. | Financial | Equity | 6.8% |
| ICICI Bank Ltd. | Financial | Equity | 5.7% |
| Infosys Ltd. | Technology | Equity | 4.3% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.1% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.0% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.0% |
| ITC Ltd. | FMCG | Equity | 2.9% |
| United Spirits Ltd. | FMCG | Equity | 2.8% |
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 ₹218 Cr and the Latest NAV as of 09 Jul 2020 is ₹185.55.
The Principal Personal Tax Saver Fund Direct is rated Moderately High risk. Minimum SIP Investment is set to 500.
Aims at providing tax benefits along with capital appreciation.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.