| NAV: 27 Dec 2021 | ₹313.38 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹332.68Cr |
Returns and rankings
| 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 |
Holdings (63)
| 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% |
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Sudhir KediaOct 2019 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Principal Personal Tax Saver Fund Direct?
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:
- Log on to your Groww account
- Search for Principal Personal Tax Saver Fund Direct from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Principal Personal Tax Saver Fund Direct as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Principal Personal Tax Saver Fund Direct provide?
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.
How much expense ratio is charged by Principal Personal Tax Saver Fund Direct?
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...
What is the AUM of Principal Personal Tax Saver Fund Direct?
The AUM, short for Assets Under Management of Principal Personal Tax Saver Fund Direct is ₹332.68Cr as of 25 Jun 2022.
How to Redeem Principal Personal Tax Saver Fund Direct?
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.
Can I invest in SIP and Lump Sum of Principal Personal Tax Saver Fund Direct?
What is the NAV of Principal Personal Tax Saver Fund Direct?
The NAV of Principal Personal Tax Saver Fund Direct is ₹313.38 as of 27 Dec 2021.
