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
₹495.2156
+0.33%
(2 Apr)
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
+6.2%
+3.6%
+0.2%
-1.0%
-1.1%
-1.9%
3Y
+22.1%
+17.7%
+18.9%
+13.0%
+20.3%
+13.4%
5Y
+17.4%
+12.8%
NA
+12.4%
+17.5%
+12.1%
ALL
+16.3%
+14.4%
+15.4%
+14.2%
+15.0%
+11.2%
VOL
17.7%
15.1%
13.3%
16.6%
15.3%
-
TER
0.7%
1.0%
0.6%
1.5%
0.9%
-
AUM
₹4,175 Cr
₹906 Cr
₹438 Cr
₹1,349 Cr
₹32,171 Cr
-
INFO
0.92
0.96
1.16
0.85
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 28th Feb
Top holdings
HDFC Bank Ltd
7.4%
ICICI Bank Ltd
6.0%
Axis Bank Ltd
4.5%
Reliance Industries Ltd
4.3%
State Bank of India
4.1%
Bharti Airtel Ltd
4.1%
Larsen & Toubro Ltd
3.6%
Infosys Ltd
3.4%
Kotak Mahindra Bank Ltd
2.9%
UltraTech Cement Ltd
2.5%
Top industry exposure
Financial Services
29.8%
Industrials
13.1%
Consumer Cyclical
12.8%
Technology
7.9%
Healthcare
6.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
46%
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