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
₹502.2466
-2.31%
(13 Mar)
AUM
1,349 Cr
TER
1.53%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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%
+7.6%
+7.0%
+6.7%
+5.3%
+5.0%
3Y
+22.3%
+18.9%
+20.2%
+21.8%
+13.8%
+14.5%
5Y
+17.6%
+18.0%
NA
+18.2%
+12.3%
+12.3%
ALL
+16.5%
+14.3%
+16.7%
+15.5%
+14.3%
+11.5%
VOL
17.6%
16.1%
12.9%
15.3%
16.5%
-
TER
0.7%
1.1%
0.7%
0.9%
1.5%
-
AUM
₹4,175 Cr
₹16,618 Cr
₹438 Cr
₹32,171 Cr
₹1,349 Cr
-
INFO
0.94
0.89
1.30
1.02
0.87
-
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 Jan
Top holdings
HDFC Bank Ltd
7.8%
ICICI Bank Ltd
5.9%
Axis Bank Ltd
4.4%
Treps
4.4%
Reliance Industries Ltd
4.3%
Bharti Airtel Ltd
4.3%
State Bank of India
4.3%
Infosys Ltd
4.2%
Larsen & Toubro Ltd
3.4%
Kotak Mahindra Bank Ltd
2.9%
Top industry exposure
Financial Services
29.8%
Industrials
12.2%
Consumer Cyclical
11.5%
Technology
9.9%
Healthcare
6.7%
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