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Principal Tax Savings Direct IDCW Half Yearly

Equity
ELSS
Very High Risk
3Y Lock Inlock
21.40%
3Y annualised
+0.92% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2021₹357.77
Min. SIP amount₹500
Rating3star
Fund size₹601.73 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns66.0%21.4%16.5%17.6%
Category average54.9%14.2%14.3%NA
Rank with in category162416NA
Understand termsinfo

Holdings (63)

NameSectorInstrumentAssets
FinancialEquity8.2%
TechnologyEquity6.8%
FinancialEquity5.8%
EngineeringEquity4.0%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE3.3%
CommunicationEquity3.1%
FinancialEquity3.0%
TechnologyEquity3.0%
State Bank of India
FinancialEquity2.9%
AutomobileEquity2.8%
See All

Pros and cons

info
Category: Equity ELSS
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Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Exit load is zero
Lower expense ratio: 1.97%
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Cons

Lock-in period: 3Y

Expense ratio, exit load and tax

Expense ratio: 1.97%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

P V K Mohan
Jan 2013 - Present
View details
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Ravi Gopalakrishnan
Jul 2019 - Present
View details
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Fund house & investment objective

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Fund house contact details

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