Overview (as on 04 Aug 2021)

NAV

₹316.31

1y returns

55.435%

Fund AUM

₹549 Cr

Expense Ratio

1.98%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
36.15%
Tech
13.28%
Consumer
11.58%
Industrials
8.87%
Defensive
8.33%
Basic Materials
6.23%
Health
5.25%
Communication
5.01%
Energy
3.20%
Utilities
1.08%
Real Estate
1.02%
Size Breakup
Large Cap
71.33%
Mid Cap
24.22%
Small Cap
4.46%

Key Metrics

Beta 

1.0

Std deviation 

19.46%

Sharpe Ratio 

0.53

Holdings

Fund Details

Investment Objectives
To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors, the scheme aims at providing returns through capital appreciation.
Scheme Name
Principal Tax Savings Fund - Direct Plan - Growth
Scheme Document
Exit Load

After 0 Months : 0%

Plan Started
01 January, 2013
Fund Manager
Sudhir Kedia
Fund House Details
Fund House
Principal Asset Management Private Limited
Email
customer@principalindia.com
Phone
+912267720512
Address
Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East)

Other Related Plans

Peer Funds

Principal Tax Savings Fund - Direct Plan - Growth

NAV

₹316.31

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Sudhir Kedia
Sudhir Kedia

leader

Work Experience
"null"

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