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 Class	Equity
Scheme Category	ELSS (Tax Savings)
Benchmark Type	S&P BSE 200
Expense Ratio	2.12%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 375
AMC AUM (in Crs.)	₹ 7,091
Min Addition Subscription	₹ 500

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	19.0%
BOI AXA Tax Advantage Fund - Direct Plan	500	500	15.19%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	12.94%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	13.69%
Axis Long Term Equity Fund - Direct Plan	500	500	18.17%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	11.51%
L&T Tax Advantage Fund - Direct Plan	500	500	11.31%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	13.69%
Tata India Tax Savings Fund - Direct Plan	500	500	15.39%
Axis Long Term Equity Fund - Direct Plan	500	500	18.17%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	12.94%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	6
HDFC Bank Ltd	Equity	5
Reliance Industries Ltd	Equity	4
Tata Consultancy Services Ltd	Equity	4
State Bank of India	Equity	4
Kotak Mahindra Bank Ltd	Equity	3
ITC Ltd	Equity	3
Infosys Ltd	Equity	3
Marico Ltd	Equity	3
SBI Life Insurance Co Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	98
Cash - Repurchase Agreement	2
Cash	0
Bond - Corporate Bond	0
Bond - Gov't Treasury	0

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	26
Information Technology Services	9
Building Materials	6
Engineering & Construction	5
Utilities - Independent Power Producers	5

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 Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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