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
₹77.0021
-0.61%
(21 Jan)
AUM
1,051 Cr
TER
0.6%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+18.3%
+12.9%
+12.9%
+10.6%
+9.2%
+9.1%
3Y
+13.0%
+11.6%
+11.6%
+11.7%
+10.8%
+8.5%
5Y
+13.3%
+14.3%
+14.3%
+11.9%
+11.7%
+9.6%
ALL
+10.2%
+10.1%
+10.1%
+10.3%
+10.1%
+7.9%
VOL
6.3%
6.0%
6.0%
5.7%
6.0%
-
TER
0.6%
0.6%
0.6%
0.6%
0.6%
-
AUM
₹646 Cr
₹1,051 Cr
₹1,051 Cr
₹8,177 Cr
₹659 Cr
-
INFO
1.63
1.69
1.69
1.81
1.67
-
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 31st Dec
Top holdings
Cash Offset For Derivatives
37.5%
Reliance Industries Ltd
7.9%
Future on Reliance Industries Ltd
7.1%
7.1% Govt Stock 2034
6.3%
Bharti Airtel Ltd
4.9%
Treps
4.6%
Axis Bank Ltd
3.9%
Infosys Ltd
3.8%
Future on Bharti Airtel Ltd
3.6%
Infosys Limited January 2025
3.1%
Top industry exposure
Financial Services
21.0%
Consumer Cyclical
10.2%
Energy
9.1%
Industrials
7.4%
Communication Services
6.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
64%
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