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
₹77.8980
-0.43%
(20 Dec)
AUM
1,005 Cr
TER
0.61%
Risk
Moderate Risk
Rating
Insights
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Compare with other fund
1Y
+25.8%
+19.4%
+15.7%
+15.7%
+14.7%
+11.7%
3Y
+15.3%
+12.2%
+13.3%
+13.3%
+13.0%
+9.6%
5Y
+14.7%
+11.3%
+14.6%
+14.6%
+12.2%
+10.0%
ALL
+10.7%
+11.1%
+10.3%
+10.3%
+10.5%
+8.0%
VOL
6.2%
6.3%
6.0%
6.0%
5.7%
-
TER
0.6%
0.7%
0.6%
0.6%
0.6%
-
AUM
₹583 Cr
₹341 Cr
₹1,005 Cr
₹1,005 Cr
₹7,804 Cr
-
INFO
1.73
1.77
1.72
1.72
1.85
-
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 Oct
Top holdings
Cash Offset For Derivatives
30.5%
7.1% Govt Stock 2034
6.7%
Reliance Industries Ltd
5.6%
Bank Of Baroda - 06/12/2024
5.0%
Punjab National Bank - 20/12/2024**
5.0%
Bharti Airtel Ltd
4.9%
Future on Reliance Industries Ltd
4.6%
Axis Bank Ltd
4.3%
Treps
3.7%
Infosys Ltd
3.6%
Top industry exposure
Financial Services
20.9%
Consumer Cyclical
8.2%
Industrials
7.9%
Technology
7.1%
Energy
6.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
65%
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