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
₹520.0285
-1.49%
(20 Dec)
AUM
1,356 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
+53.0%
+33.9%
+28.4%
+25.3%
+23.2%
+18.9%
3Y
+30.7%
+26.8%
+22.8%
+24.1%
+18.3%
+16.7%
5Y
+25.8%
+25.0%
+20.1%
+21.3%
+19.4%
+19.2%
ALL
+20.3%
+17.3%
+20.6%
+15.8%
+15.0%
+16.3%
VOL
17.1%
15.5%
18.0%
16.5%
-
16.9%
TER
0.7%
0.9%
0.5%
1.1%
-
1.7%
AUM
₹4,187 Cr
₹27,847 Cr
₹399 Cr
₹15,945 Cr
-
₹1,356 Cr
INFO
1.19
1.11
1.14
0.95
-
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 Oct
Top holdings
HDFC Bank Ltd
7.7%
ICICI Bank Ltd
7.0%
Reliance Industries Ltd
4.3%
Infosys Ltd
4.0%
Larsen & Toubro Ltd
3.1%
Sun Pharmaceuticals Industries Ltd
2.7%
State Bank of India
2.7%
Axis Bank Ltd
2.7%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
2.5%
Force Motors Ltd
2.3%
Top industry exposure
Financial Services
34.1%
Industrials
13.4%
Consumer Cyclical
10.3%
Healthcare
8.8%
Technology
7.9%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
32%
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