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Principal Equity Savings Fund - Direct Plan

To provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.

Suitability

This product is suitable for investors who are seeking

• Income and Capital Growth over a medium term investment horizon

• Investment primarily in debt/money market securities with exposure in equity & equity related instruments including equity derivatives.

Fund Info

Scheme Class	Hybrid
Scheme Category	Equity Savings
Expense Ratio	0.83%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 125
AMC AUM (in Crs.)	₹ 7,091
Min Addition Subscription	₹ 1,000

Benchmark Type

Crisil MIP Blended Index

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y

Top 10 Holdings

Company	Holding Type	Asset(%)
Cash Offset For Derivatives	Cash - Future Offset	20
Treps 01-Dec-2021	Cash - Repurchase Agreement	9
Maruti Suzuki India Ltd	Equity	5
Net Receivable / Payable	Cash	5
5.63% Govt Stock 2026	Bond - Gov't Treasury	4
7.17% Govt Stock 2028	Bond - Gov't Treasury	4
5.15% Govt Stock 2025	Bond - Gov't Treasury	4
Future on Maruti Suzuki India Ltd	Equity - Future	4
ICICI Bank Ltd	Equity	3
Polycab India Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	64
Cash - Future Offset	20
Bond - Gov't Treasury	19
Equity - Future	18
Cash - Repurchase Agreement	9

Sector Allocation(%)

Sector	Percent
Cash - Future Offset	20
Bond - Gov't Treasury	19
Financial Services	19
Equity - Future	18
Consumer Cyclical	12

Fund Manager

Sudhir Kedia

2+ years of experience

Gurvinder Wasan

2+ years of experience

Principal Mutual Fund

AUM₹7,091 Cr

About

Principal Mutual Fund was established in 1994 and is one of the oldest AMCs in the country. The AMC has over 4 lakh customers and more than 20,000 distributors across the country. What is unique about this asset management company is that they are committed to provide financial to retail investors and institutions alike.##With a financial legacy of more than 130 years, their global expertise proves to be an asset for taking adequate market decisions.##The AMC provides a wide range of products, ranging from equity, debt and hybrid. The schemes invest in diverse portfolios and aim to generate subsequent returns. They believe in delivering superior risk adjusted returns to clients and believe in carrying out business in a safe and transparent manner, maintaining a high level of trust and integrity among clients.

customer@principalindia.com

Phone

022 - 67720555

Address

Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m