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
₹559.8695
+0.57%
(11 Dec)
AUM
1,411 Cr
TER
1.7%
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
+6.4%
+3.7%
+1.3%
+0.3%
-0.9%
-11.8%
3Y
+20.7%
+15.0%
+22.9%
+21.0%
+16.0%
+21.9%
5Y
+23.1%
+17.6%
+22.8%
NA
+17.4%
+21.8%
ALL
+15.3%
+15.6%
+16.4%
+21.6%
+13.0%
+17.3%
VOL
16.2%
16.6%
15.3%
12.8%
-
17.5%
TER
1.1%
1.7%
0.9%
0.7%
-
0.6%
AUM
₹17,241 Cr
₹1,411 Cr
₹32,327 Cr
₹451 Cr
-
₹4,444 Cr
INFO
0.95
0.94
1.07
1.69
-
0.98
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
8.7%
ICICI Bank Ltd
7.1%
Treps
5.4%
Reliance Industries Ltd
4.8%
Bharti Airtel Ltd
4.3%
Axis Bank Ltd
3.9%
Larsen & Toubro Ltd
3.6%
State Bank of India
3.6%
Infosys Ltd
3.3%
ITC Ltd
2.9%
Top industry exposure
Financial Services
31.1%
Industrials
12.5%
Consumer Cyclical
10.8%
Consumer Defensive
8.6%
Healthcare
6.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
429%
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