Principal Equity Saving Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Principal Equity Saving Growth Direct Plan

NAV
₹57.0239
-0.05%
(23 Mar)
AUM
415 Cr
TER
0.54%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+5.3%
+4.0%
+3.9%
+3.9%
+2.6%
+2.2%
3Y
+16.0%
+16.7%
+16.8%
+16.0%
+17.2%
+12.5%
5Y
+8.7%
+9.8%
+9.9%
NA
+9.4%
+6.8%
ALL
+9.8%
+8.7%
+8.8%
+10.9%
+9.4%
+7.1%
VOL
6.2%
6.1%
6.1%
8.6%
8.9%
-
TER
1.1%
0.5%
0.5%
0.4%
0.7%
-
AUM
₹2,524 Cr
₹415 Cr
₹415 Cr
₹573 Cr
₹418 Cr
-
INFO
1.58
1.44
1.44
1.27
1.06
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Principal Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Cash Offset For Derivatives
28.9%
Treps
10.3%
HDFC Bank Ltd
8.0%
ICICI Bank Ltd
6.5%
Hdfc Bank Limited March 2023
6.1%
Infosys Ltd
4.8%
364 DTB 06072023
4.7%
Icici Bank Limited March 2023
4.1%
Future on Tech Mahindra Ltd
3.5%
Tech Mahindra Ltd
3.5%
Top industry exposure
Financial Services
33.3%
Technology
12.0%
Consumer Cyclical
8.9%
Industrials
8.7%
Consumer Defensive
4.0%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
396%
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
Fund manager(s)
Dwijendra Srivastava
Sudhir Kedia
Rohit Seksaria

FAQs