| NAV: 04 Jan 2022 | ₹333.46 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹397.83Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 33.2% | 18.4% | 17.1% | 16.5% |
| Category average | 54.9% | 14.2% | 14.3% | NA |
| Rank with in category | 8 | 14 | 18 | 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 | 5.4% |
| Polycab India Ltd. | Engineering | Equity | 4.4% |
| 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 | 2.7% |
| Axis Bank Ltd. | Financial | Equity | 2.7% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.4% |
Expense ratio, exit load and tax
Expense ratio: 2.56%
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 house & investment objective
Fund house contact details
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FAQs
How to Invest in Principal Tax Savings Regular - Dividend Half Yearly?
You can easily invest in Principal Tax Savings Regular - Dividend Half Yearly 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 Tax Savings Regular - Dividend Half Yearly 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 Tax Savings Regular - Dividend Half Yearly as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Principal Tax Savings Regular - Dividend Half Yearly provide?
The Principal Tax Savings Regular - Dividend Half Yearly has been there from NA and the average annual returns provided by this fund is 33.24% since its inception.
How much expense ratio is charged by Principal Tax Savings Regular - Dividend Half Yearly?
The term
Expense Ratio used for Principal Tax Savings Regular - Dividend Half Yearly 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 Tax Savings Regular - Dividend Half Yearly is 2.56% as of 16 May 2022...
What is the AUM of Principal Tax Savings Regular - Dividend Half Yearly?
The AUM, short for Assets Under Management of Principal Tax Savings Regular - Dividend Half Yearly is ₹397.83Cr as of 16 May 2022.
How to Redeem Principal Tax Savings Regular - Dividend Half Yearly?
If you want to sell your Principal Tax Savings Regular - Dividend Half Yearly 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 Tax Savings Regular - Dividend Half Yearly?
What is the NAV of Principal Tax Savings Regular - Dividend Half Yearly?
The NAV of Principal Tax Savings Regular - Dividend Half Yearly is ₹333.46 as of 04 Jan 2022.
