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.)
₹ 376.07
Expense Ratio
2.39%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 6940
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.) | ₹ 376.07 |
| Expense Ratio | 2.39% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 6940 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
5.40
Infosys Ltd.
Equity
3.57
ICICI Bank Ltd.
Equity
3.31
State Bank of India
Equity
3.11
Reliance Industries Ltd.
Equity
3.07
Housing Development Finance Corpn. Ltd.
Equity
2.96
ITC Ltd.
Equity
2.93
Larsen & Toubro Ltd.
Equity
2.74
Tata Consultancy Services Ltd.
Equity
2.57
HCL Technologies Ltd.
Equity
2.20
Sector Allocation(%)
Sector
Percent
Technology
8.34
Energy
8.22
Financial
27.28
FMCG
13.18
Construction
11.24
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.