Principal Tax Savings Fund - Direct Plan - Growth
Principal Tax Savings Fund - Direct Plan - Growth

Principal Tax Savings Fund - Direct Plan - Growth

Equity
Direct
Very High Risk
Elss (Tax Savings)

NAV: ₹ 351.76 as on 22-10-2021

Fund Overview

Expense ratio
Expense ratio
1.97%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹602 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹500
Exit Load
Exit Load
0%
Lock In
Lock In
3 Years
TurnOver
TurnOver
582.7%

Fund Distribution

  • Equity 99.5%
  • Debt & Cash 0.5%
Size breakup
Large cap
73.11%
Mid cap
23.15%
Small cap
2.72%
Micro cap
1.02%
Sector Allocation
Financial Services
37.6%
Industrial
13.9%
Tech
13.6%
Cyclical
10.1%
Defensive
7%
Communication
6%
Health
5%
Basic Materials
4.9%
Utilities
1.2%
Energy
0.8%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings69
Equity Holdings65
Debt Holdings4

Fund Highlights

Fund Manager

Fund Manager

Sudhir Kedia
About the fund

About the fund

This fund has delivered an average annual returns of 17.4% since inception which is more than its category average return of 15.88%
Fund Allocations

Fund Allocations

This fund has an allocation of 99.5% in Equity, 0% in Debt and 0.5% in Cash related instruments
AUM size ₹602 Cr

AUM size ₹602 Cr

This fund has AUM of ₹602 Cr which is less than its category average of ₹ 2888 Cr
Expense Ratio 1.97%

Expense Ratio 1.97%

This fund has an expense ratio of 1.97% which is more than its category average expense ratio of 1.57%

AMC details

Fund House
Principal Asset Management Private Limited
Email
customer@principalindia.com
Phone
+912267720555
Address
Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East)
We are a SEBI registered investement advisor