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%
+9.7%
+4.8%
+2.5%
+2.4%
+1.0%
3Y
+17.2%
+30.9%
+25.4%
+28.3%
+27.0%
+20.2%
5Y
+15.0%
+28.2%
+26.5%
+27.9%
+24.0%
+22.4%
ALL
+13.3%
+18.7%
+15.6%
+16.9%
+19.5%
+14.0%
VOL
17.1%
17.7%
16.4%
15.5%
18.3%
-
TER
2.1%
0.6%
1.1%
0.9%
0.6%
-
AUM
₹333 Cr
₹4,506 Cr
₹16,908 Cr
₹30,616 Cr
₹435 Cr
-
INFO
0.78
1.06
0.95
1.09
1.06
-
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