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
₹570.6137
+0.65%
(2 Jan)
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
+7.2%
+6.9%
+4.4%
+4.3%
+3.0%
-8.7%
3Y
+24.9%
+16.4%
+22.3%
+22.6%
+17.2%
+24.2%
5Y
+22.4%
+17.2%
+18.3%
NA
+17.0%
+21.4%
ALL
+16.5%
+15.7%
+18.2%
+21.6%
+12.9%
+17.5%
VOL
15.3%
16.5%
17.9%
12.7%
-
17.5%
TER
0.9%
1.7%
0.3%
0.7%
-
0.6%
AUM
₹32,327 Cr
₹1,411 Cr
₹441 Cr
₹451 Cr
-
₹4,444 Cr
INFO
1.08
0.95
1.01
1.70
-
1.00
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 30th Nov
Top holdings
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
6.5%
Reliance Industries Ltd
5.0%
Bharti Airtel Ltd
4.4%
Axis Bank Ltd
4.0%
Infosys Ltd
3.9%
State Bank of India
3.7%
Larsen & Toubro Ltd
3.6%
Kotak Mahindra Bank Ltd
2.9%
ITC Ltd
2.7%
Top industry exposure
Financial Services
29.9%
Industrials
12.4%
Consumer Cyclical
12.0%
Technology
8.9%
Consumer Defensive
8.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
47%
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