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
₹540.4230
-1.09%
(26 Sep)
AUM
1,362 Cr
TER
1.67%
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
+0.8%
-3.6%
-3.7%
-4.5%
-4.9%
-6.5%
3Y
+23.2%
+16.0%
+27.6%
+24.9%
+23.2%
+17.5%
5Y
+26.9%
+21.6%
+28.6%
+26.4%
+22.5%
+21.1%
ALL
+15.5%
+15.6%
+18.3%
+16.4%
+18.6%
+13.1%
VOL
16.3%
16.7%
17.6%
15.4%
18.2%
-
TER
1.1%
1.7%
0.7%
0.9%
0.3%
-
AUM
₹16,525 Cr
₹1,362 Cr
₹4,223 Cr
₹29,937 Cr
₹409 Cr
-
INFO
0.95
0.93
1.04
1.07
1.02
-
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 Aug
Top holdings
HDFC Bank Ltd
9.0%
ICICI Bank Ltd
7.6%
Treps
4.5%
Reliance Industries Ltd
4.3%
Axis Bank Ltd
3.4%
Infosys Ltd
3.3%
Larsen & Toubro Ltd
3.3%
Bharti Airtel Ltd
3.2%
State Bank of India
3.1%
ITC Ltd
2.9%
Top industry exposure
Financial Services
29.2%
Industrials
13.1%
Consumer Cyclical
11.4%
Consumer Defensive
9.0%
Healthcare
7.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
47%
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)
Rohit Seksaria
Bharath Subramanian

FAQs