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
₹556.5839
+0.28%
(20 Feb)
AUM
1,348 Cr
TER
1.53%
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
+14.1%
+13.1%
+12.1%
+12.0%
+11.7%
+11.1%
3Y
+21.9%
+16.3%
+24.5%
+22.1%
+23.0%
+16.8%
5Y
+20.2%
+14.7%
+20.1%
NA
+18.4%
+14.5%
ALL
+15.1%
+15.3%
+16.2%
+19.4%
+16.9%
+12.4%
VOL
16.1%
16.5%
15.2%
12.8%
17.6%
-
TER
1.1%
1.5%
0.9%
0.7%
0.7%
-
AUM
₹16,749 Cr
₹1,348 Cr
₹31,862 Cr
₹438 Cr
₹4,188 Cr
-
INFO
0.94
0.93
1.06
1.52
0.96
-
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