Principal Tax Savings Fund - Regular - Growth+0.6%

-6.3%
1 Year Return
Equity
ELSS
4.0 star
1Y
3Y
5Y

Fund Details

Principal Tax Savings Fund - Regular - Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.62%
NAV201.4 (19-Nov-2018)
Fund Started31-Mar-1996
Fund Size395 Cr

Returns

Fund
1Y
3Y
5Y
Principal Tax Savings Fund - Regular - Growth
-6.3%
13.3% p.a
18.0% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -6.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark

    Top 10 Holdings

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    HDFC Bank Ltd.4.7%Financial ServicesEquityLarge Cap17.5
    ICICI Bank Ltd. 4.3%Financial ServicesEquityLarge Cap15.9
    Reliance Industries Ltd.3.9%EnergyEquityLarge Cap14.3
    Tata Consultancy Services Ltd.3.6%ITEquityLarge Cap13.3
    ITC Ltd.3.5%Consumer GoodsEquityLarge Cap12.8
    Infosys Ltd.3.0%ITEquityLarge Cap11.1
    Tata Power Co. Ltd.2.9%EnergyEquityMid Cap10.6
    Larsen & Toubro Ltd.2.7%ConstructionEquityLarge Cap10.0
    Housing Development Finance Corporation Ltd.2.5%Financial ServicesEquityLarge Cap9.3
    Marico Ltd.2.3%Consumer GoodsEquityLarge Cap8.5
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    About PRINCIPAL Mutual Fund

    PRINCIPAL Mutual Fund started their mutual fund on 25/11/1994 and its managing total assets of Rs. 5,832 Cr. Its ranked at 28 as per total assets at end of 30th Sep 2017.

    Principal Mutual Fund was established in 1994 and is one of the oldest AMC's in the country. The AMC has over 4 lakh customers and more than 20,000 distributors across the country. What is unique about this asset management company is that they are committed to provide financial to retail investors and institutions alike.

    With a financial legacy of more than 130 years, their global expertise proves to be am asset for taking adequate market decisions.

    The AMC provides a wide range of products, ranging from equity, debt and hybrid. The schemes invest in diverse portfolios and aim to generate subsequent returns. They believe in delivering superior risk adjusted returns to clients and believe in carrying out business in a safe and transparent manner, maintaining a high level of trust and integrity among clients

    Launch Date24 Nov 1994
    AddressExchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
    Assets5,832 Cr
    SponsorNA
    Phone022-67720555
    Emailcustomer@principalindia.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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