Principal Tax Savings Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 378.76
Expense Ratio
1.53%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 7793
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
207.72
(0.59 %)
NAV as on 2018-11-19
Returns
Fund
Principal Tax Savings Fund - Direct Plan
1 Year
-5.69%
3 Year
13.8%
5 Year
18.94%
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):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
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 fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,901
Portfolio Value
-99
Total Returns