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
₹513.1113
+1.42%
(17 Apr)
AUM
1,288 Cr
TER
1.72%
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
+15.7%
+10.3%
+9.0%
+9.0%
+7.7%
+7.0%
3Y
+21.9%
+22.8%
+23.3%
+13.9%
+21.0%
+14.6%
5Y
+28.5%
+27.2%
+29.5%
+24.4%
+24.5%
+23.7%
ALL
+15.5%
+17.6%
+16.5%
+15.7%
+18.2%
+14.5%
VOL
16.5%
17.6%
15.5%
16.9%
18.4%
-
TER
1.1%
0.7%
0.9%
1.7%
0.6%
-
AUM
₹15,556 Cr
₹3,817 Cr
₹27,730 Cr
₹1,288 Cr
₹378 Cr
-
INFO
0.94
1.00
1.06
0.93
0.99
-
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 28th Feb
Top holdings
HDFC Bank Ltd
9.2%
Treps
8.0%
ICICI Bank Ltd
7.3%
Reliance Industries Ltd
4.3%
Infosys Ltd
4.3%
Larsen & Toubro Ltd
3.5%
State Bank of India
3.0%
Axis Bank Ltd
2.6%
InterGlobe Aviation Ltd
2.3%
UltraTech Cement Ltd
2.3%
Top industry exposure
Financial Services
32.5%
Industrials
11.7%
Consumer Cyclical
10.6%
Technology
8.3%
Healthcare
6.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
33%
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