Principal Equity Savings Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 76.05
Expense Ratio
1.12%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 7793
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
36.7896
(0.2 %)
NAV as on 2018-11-16
Returns
Fund
Principal Equity Savings Fund - Direct Plan
1 Year
3.27%
3 Year
7.83%
5 Year
8.55%
AMC Details
amc launch date
Launch Date
25 Nov 1994
amc sponsor
Sponsor
NA
amc email
Email
customer@principalindia.com
amc phone
Phone
022 - 67720555
amc address
Address
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,057
Portfolio Value
57
Total Returns