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

Principal Tax Saving Growth Direct Plan

NAV
₹368.5873
+0.34%
(28 Nov)
AUM
984 Cr
TER
1.75%
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
+12.9%
+12.2%
+7.7%
+5.8%
+3.4%
+2.2%
3Y
+40.3%
+25.5%
+24.7%
+19.7%
+17.0%
+24.9%
5Y
+23.7%
NA
+13.8%
+10.5%
+10.8%
+14.9%
ALL
+22.1%
+25.5%
+18.0%
+15.8%
+18.8%
+17.6%
VOL
17.3%
16.4%
16.9%
17.8%
-
16.6%
TER
0.6%
0.8%
0.7%
1.8%
-
1.3%
AUM
₹2,127 Cr
₹848 Cr
₹3,986 Cr
₹984 Cr
-
₹676 Cr
INFO
1.28
1.55
1.07
0.89
-
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 Tax 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
ICICI Bank Ltd
8.9%
HDFC Bank Ltd
5.1%
Reliance Industries Ltd
4.5%
Infosys Ltd
4.5%
State Bank of India
4.5%
Housing Development Finance Corp Ltd
3.9%
Treps
3.9%
Axis Bank Ltd
3.8%
Ashok Leyland Ltd
3.7%
Polycab India Ltd
3.5%
Top industry exposure
Financial Services
38.2%
Consumer Cyclical
15.4%
Industrials
12.7%
Technology
9.6%
Healthcare
5.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
31%
Lock-in period
3Y
Exit load
No exit load
Fund objective
To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors. The scheme aims at providing returns through capital appreciation.
Fund manager(s)
Sudhir Kedia
Rohit Seksaria

FAQs