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
₹547.0376
+0.16%
(30 Jan)
AUM
1,402 Cr
TER
1.52%
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
+11.6%
+9.3%
+8.9%
+8.6%
+6.9%
+6.6%
3Y
+21.9%
+16.0%
+22.5%
+24.7%
+16.7%
+23.9%
5Y
+21.9%
+16.5%
NA
+21.7%
+16.3%
+20.6%
ALL
+15.1%
+15.2%
+19.6%
+16.1%
+12.3%
+16.9%
VOL
16.1%
16.5%
12.7%
15.2%
-
17.6%
TER
1.1%
1.5%
0.7%
0.9%
-
0.6%
AUM
₹17,163 Cr
₹1,402 Cr
₹448 Cr
₹32,609 Cr
-
₹4,341 Cr
INFO
0.93
0.92
1.55
1.06
-
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 Dec
Top holdings
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
5.9%
Reliance Industries Ltd
5.0%
Bharti Airtel Ltd
4.4%
Infosys Ltd
4.0%
Axis Bank Ltd
4.0%
State Bank of India
3.7%
Larsen & Toubro Ltd
3.7%
Kotak Mahindra Bank Ltd
3.0%
Treps
2.7%
Top industry exposure
Financial Services
29.3%
Industrials
12.1%
Consumer Cyclical
11.4%
Technology
9.1%
Consumer Defensive
8.3%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
48%
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