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
₹435.2250
+0.18%
(6 Dec)
AUM
1,062 Cr
TER
1.69%
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
+30.1%
+25.0%
+22.1%
+19.6%
+19.3%
+17.6%
3Y
+26.1%
+27.2%
+27.4%
+35.2%
+20.4%
+21.0%
5Y
+19.5%
+17.2%
+20.3%
+30.0%
+16.4%
+16.6%
ALL
+15.9%
+14.9%
+18.5%
+22.1%
+16.0%
+16.0%
VOL
15.7%
16.9%
16.3%
17.0%
-
17.2%
TER
1.0%
1.1%
0.6%
0.8%
-
1.7%
AUM
₹15,774 Cr
₹11,272 Cr
₹5,040 Cr
₹4,957 Cr
-
₹1,062 Cr
INFO
1.02
0.88
1.13
1.30
-
0.93
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
8.4%
Reliance Industries Ltd
5.9%
ICICI Bank Ltd
5.7%
Treps
4.9%
Infosys Ltd
4.3%
State Bank of India
3.2%
Axis Bank Ltd
2.9%
Sun Pharmaceuticals Industries Ltd
2.4%
Bajaj Finance Ltd
2.3%
Polycab India Ltd
2.1%
Top industry exposure
Financial Services
34.7%
Consumer Cyclical
11.7%
Technology
10.3%
Industrials
9.7%
Consumer Defensive
8.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
35%
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