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
₹70.8678
-0.55%
(15 Apr)
AUM
742 Cr
TER
0.6%
Risk
Moderately High Risk
Rating
Insights
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Compare with other fund
1Y
+23.6%
+22.9%
+22.0%
+20.8%
+19.5%
+14.9%
3Y
+13.7%
+15.0%
+14.4%
+13.4%
+13.6%
+9.4%
5Y
+11.4%
+13.5%
+13.3%
+11.8%
+11.3%
+8.8%
ALL
+9.9%
+10.1%
+10.0%
+10.4%
+10.8%
+7.2%
VOL
6.0%
5.9%
5.9%
5.6%
6.0%
-
TER
0.6%
0.6%
0.6%
0.7%
1.0%
-
AUM
₹225 Cr
₹742 Cr
₹742 Cr
₹4,813 Cr
₹3,900 Cr
-
INFO
1.65
1.69
1.68
1.85
1.78
-
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 29th Feb
Top holdings
Cash Offset For Derivatives
33.0%
Treps
10.5%
HDFC Bank Ltd
7.3%
Reliance Industries Ltd
7.1%
Reliance Industries Limited March 2024
5.7%
ICICI Bank Ltd
5.1%
Hdfc Bank Limited March 2024
5.0%
Infosys Ltd
4.2%
Icici Bank Limited March 2024
3.6%
Axis Bank Ltd
3.6%
Top industry exposure
Financial Services
27.3%
Consumer Cyclical
9.1%
Energy
8.2%
Technology
7.1%
Industrials
6.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
433%
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