- Mutual Funds
- Principal Mutual Fund
- Principal Personal Tax Saver Fund (Growth)
Principal Personal Tax Saver Fund (Growth)
₹ 299.26
NAV (Dec 27)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 299.26
NAV (Dec 27)
Fund Returns
Last 1Y | 31.9% |
Last 3Y | 16.8% |
Last 5Y | 14.5% |
Last 10Y | 14.7% |
Since Inception | 19% |
6 Month CAGR | 9.7% |
Scheme Information
To provide long term growth of capital. The Investment Manager will aim to achieve a return on assets in excess of the performance of S&P BSE 100 INDEX.
Expense Ratio | 2.55 |
Launched (27y ago) | Mar 31, 1996 |
AUM in Crores | 332.677 |
ISIN | INF173K01353 |
Lock-in | 3 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 21.6 |
Standard Deviation (5yr) | 19.3 |
Beta (3yr) | 0 |
Beta (5yr) | 1 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0.469 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Principal Personal Tax Saver Fund (Growth) | 1,050,609 | 317,997 | 14.5% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Compare Principal Personal Tax Saver Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,641 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr |
About the AMC
Principal Asset Management Private Limited
Principal Asset Management Private Limited manages assets worth 5,041 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 8 debt and 15 equity funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
21.9% | 24.8% | ||
3% | 5.5% | ||
16.8% | 19% | ||
3.3% | 8.7% | ||
3.9% | 7% |
Principal Personal Tax Saver Fund (G) Review
Principal Personal Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 19% over a period of 26 years. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is Sudhir Kedia.
Nav of Principal Personal Tax Saver Fund (G) as of 12/27/2021 is ₹299.26 with the total AUM as of 3/23/2023 is ₹332.677. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Personal Tax Saver Fund (G) was launched on Mar 31, 1996. The category risk of the fund is Very High Risk.
The minimum SIP amount for Principal Personal Tax Saver Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Principal Personal Tax Saver Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
Principal Personal Tax Saver Fund (G) is rated as a 0 fund in Equity and delivered 31.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Principal Personal Tax Saver Fund (G).
Frequently Asked Questions
What is Principal Personal Tax Saver Fund (G)?
How to invest in Principal Personal Tax Saver Fund (G)?
You can invest in Principal Personal Tax Saver Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Principal Personal Tax Saver Fund (G)?
The minimum sip amount for Principal Personal Tax Saver Fund (G) is ₹0. You can invest in multiples of ₹500.
Is Principal Personal Tax Saver Fund (G) good to invest in?
As per Scripbox experts, Principal Personal Tax Saver Fund (G) is a Not Reviewed Yet fund. You can investPrincipal Personal Tax Saver Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Principal Personal Tax Saver Fund (G)?
The expense ratio of the Principal Personal Tax Saver Fund (G) is 2.55% for regular plan.