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
₹516.4611
-1.00%
(12 Nov)
AUM
1,434 Cr
TER
1.64%
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
+56.0%
+48.1%
+40.8%
+36.2%
+33.6%
+27.8%
3Y
+24.3%
+23.6%
+21.8%
+20.0%
+15.5%
+13.5%
5Y
+24.7%
+25.5%
+22.0%
+33.8%
+19.9%
+19.7%
ALL
+19.9%
+17.7%
+16.1%
+22.4%
+15.9%
+16.4%
VOL
17.1%
15.6%
16.6%
17.1%
-
16.9%
TER
0.7%
0.9%
1.1%
0.7%
-
1.6%
AUM
₹4,074 Cr
₹28,733 Cr
₹16,761 Cr
₹11,561 Cr
-
₹1,434 Cr
INFO
1.16
1.13
0.97
1.31
-
0.97
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 Aug
Top holdings
HDFC Bank Ltd
7.0%
ICICI Bank Ltd
5.8%
Reliance Industries Ltd
5.6%
Infosys Ltd
4.3%
Treps
3.2%
Axis Bank Ltd
2.6%
Sun Pharmaceuticals Industries Ltd
2.6%
State Bank of India
2.6%
Larsen & Toubro Ltd
2.5%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
2.4%
Top industry exposure
Financial Services
30.4%
Industrials
12.5%
Consumer Cyclical
10.9%
Technology
9.8%
Healthcare
8.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
24%
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