Principal Tax Savings Fund - Direct Plan
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.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth with a three year lock-in.
• Investment in equity & equity related securities including equity derivatives of companies across market capitalization.
Fund Info
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 407.95
Expense Ratio
2.07%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 7091
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE 200 |
| Scheme AUM (in Crs.) | ₹ 407.95 |
| Expense Ratio | 2.07% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 7091 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd
Equity
5
ICICI Bank Ltd
Equity
5
Reliance Industries Ltd
Equity
4
State Bank of India
Equity
4
ITC Ltd
Equity
3
Tata Consultancy Services Ltd
Equity
3
Kotak Mahindra Bank Ltd
Equity
3
Tata Power Co Ltd
Equity
3
Larsen & Toubro Ltd
Equity
3
Infosys Ltd
Equity
2
Asset Allocation(%)
Equity
98
Cash - Repurchase Agreement
2
Cash
0
Bond - Gov't Treasury
0
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
26
Information Technology Services
8
Engineering & Construction
6
Building Materials
5
Utilities - Independent Power Producers
4
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.
Launch Date
25 Nov 1994
Sponsor
NA
Email
customer@principalindia.com
Phone
022 - 67720555
Address
Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051
Principal Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.