Principal Personal Tax Saver Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Principal Personal Tax Saver Growth Direct Plan

NAV
₹313.3800
+0.35%
(27 Dec)
AUM
333 Cr
TER
2.13%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+32.4%
+1.5%
+0.5%
-3.1%
-3.6%
-4.2%
3Y
+17.2%
+21.6%
+17.6%
+18.8%
+20.1%
+12.8%
5Y
+15.0%
+17.0%
+12.5%
NA
+17.3%
+11.9%
ALL
+13.3%
+16.1%
+14.3%
+14.8%
+14.9%
+11.2%
VOL
17.1%
17.7%
15.1%
13.3%
15.3%
-
TER
2.1%
0.7%
1.0%
0.6%
0.9%
-
AUM
₹333 Cr
₹4,175 Cr
₹906 Cr
₹438 Cr
₹32,171 Cr
-
INFO
0.78
0.91
0.95
1.11
0.97
-
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 Personal Tax Saver (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 30th Nov
Top holdings
ICICI Bank Ltd
8.1%
Infosys Ltd
6.8%
HDFC Bank Ltd
5.5%
Polycab India Ltd
4.1%
Reliance Industries Ltd Ordinary Shares (Partly Paid Rs.5)
3.6%
State Bank of India
3.1%
Ashok Leyland Ltd
2.9%
Tata Consultancy Services Ltd
2.8%
Axis Bank Ltd
2.7%
Maruti Suzuki India Ltd
2.5%
Top industry exposure
Financial Services
36.4%
Industrials
14.1%
Technology
14.0%
Consumer Cyclical
11.9%
Communication Services
6.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
52%
Lock-in period
3Y
Exit load
No exit load
Fund objective
To provide long term growth of capital. The Investment Manager will aim to achieve a return on assets in excess of the performance of S&P BSE 100 INDEX.

FAQs