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Principal Mutual Fund

Principal Tax Savings Fund Direct

NAV
returns change indicator
220.7200
as on 17 Jan 2020, 12:00 AM
0.1100(0.05%)
Last Change
loaderloader
lockThis fund has a lock-in period of 3 years.

Scheme Ratings

3
starstarstarstarstar
rated by Morningstar
3
starstarstarstarstar
rated by Value Research
2
starstarstarstarstar
rated by CRISIL
Videos: for Principal Mutual Fund
Principal Tax Saving Fund
Principal Tax Savings Fund Low

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
135,133
star
137,392
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
37,392
Profit (absolute return)
37.39%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
7.63%
In the last 6 months
3.76%
In the last 1 year
5.93%
In the last 3 years
37.39%
In the last 5 years
55.20%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Principal Tax Savings Fund Direct
Principal Tax Savings Fund Direct
as of 17 Jan 2020, 12:00 AM
408.21 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
2.05%
Expense Ratio
Plan
Growth
2.33%
Cash Holding
Benchmark
NIFTY 500 Total Return Index
Scheme Document
Benchmark
NIFTY 500 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Dec 2019
Sort By
Financial
37.43%
152.79 Cr
Energy
13.75%
56.13 Cr
FMCG
10.70%
43.68 Cr
Technology
8.32%
33.96 Cr
Construction
7.14%
29.15 Cr
Healthcare
5.52%
22.53 Cr
Automobile
2.83%
11.55 Cr
Services
2.27%
9.27 Cr
Textiles
1.96%
8.00 Cr
Chemicals
1.65%
6.74 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Dec 2019
Sort By
HDFC Bank Ltd.
7.97%
32.53 Cr
ICICI Bank Ltd.
6.95%
28.37 Cr
Reliance Industries Ltd.
5.95%
24.29 Cr
Infosys Ltd.
4.14%
16.90 Cr
Housing Development Finance Corpn. Ltd.
3.66%
14.94 Cr
Kotak Mahindra Bank Ltd.
3.50%
14.29 Cr
Tata Consultancy Services Ltd.
3.49%
14.25 Cr
Larsen & Toubro Ltd.
3.44%
14.04 Cr
State Bank of India
3.37%
13.76 Cr
ITC Ltd.
3.22%
13.14 Cr
View All
View All

About Principal Tax Savings Fund Direct

Principal Tax Savings Fund Direct is a Tax Saver mutual fund scheme from Principal Mutual Fund. This scheme was launched on 02 Jan 2013 and is currently managed by its fund manager Sudhir Kedia. It has an AUM of ₹408.21 Crores and the latest NAV decalared is ₹220.720 as on 17 Jan 2020 at 12:00 am.
Principal Tax Savings Fund Direct scheme return performance in last 1 year is 5.93%, in last 3 years is 37.39% and 155.64% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:408.21 Cr
Category:Equity: ELSS
Launch Date:02 Jan 2013
Fund Type:Open-End

Scheme Objective

The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Principal Mutual Fund
Principal Mutual Fund
View AMC Details
6,732.32 Cr
AUM
82
Schemes
Address
Address
Exchange Plaza - 2rd Floor - NSE Building,"B" Wing-Bandra Kurla Complex,Bandra (East),400051
Phone Number
Phone Number
Phone : 022-67720555 / 1800-425-5600
Fax : 022-67720512