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
₹76.8003
+0.30%
(19 Nov)
AUM
990 Cr
TER
0.61%
Risk
Moderate Risk
Rating
Insights
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Compare with other fund
1Y
+22.6%
+20.1%
+16.9%
+16.9%
+16.2%
+13.3%
3Y
+13.3%
+10.7%
+11.5%
+11.5%
+11.6%
+8.5%
5Y
+13.9%
+11.1%
+14.4%
+14.4%
+12.0%
+9.9%
ALL
+10.4%
+10.9%
+10.2%
+10.2%
+10.4%
+8.0%
VOL
6.2%
6.3%
6.0%
6.0%
5.7%
-
TER
0.6%
0.7%
0.6%
0.6%
0.7%
-
AUM
₹548 Cr
₹341 Cr
₹990 Cr
₹990 Cr
₹7,804 Cr
-
INFO
1.67
1.72
1.71
1.71
1.83
-
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 Aug
Top holdings
Cash Offset For Derivatives
32.5%
Reliance Industries Ltd
6.8%
7.1% Govt Stock 2034
6.0%
Reliance Industries Limited September 2024
5.6%
Cash And Other Net Current Assets^
5.3%
Infosys Ltd
4.3%
Bharti Airtel Ltd
4.1%
IndusInd Bank Ltd
3.6%
Infosys Limited September 2024
3.5%
Indusind Bank Limited September 2024
3.1%
Top industry exposure
Financial Services
20.0%
Consumer Cyclical
9.9%
Technology
9.3%
Energy
8.2%
Industrials
8.1%
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