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Principal Personal Tax Saver Fund - Regular Plan

Returns (3yrs)
-6.49 %
Latest NAV
149.68

Investment Calculator

  • Tenure
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Total Investment
Wealth Gained
Total Corpus Created
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Tax Saver Plan
Better than Insurance, FD

Fund Information

as on 27th of May, 03:45 AM

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.

Fund Managers

  • profile-pic
    Sudhir Kedia
  • expense-ratio
    Expense Ratio
    2.54
    benchmark
    Benchmark
    IISL Nifty 500 TR INR
  • Aum image
    AUM
    ₹ 207.71 Crores
    ISIN
    ISIN
    INF173K01353
  • Category Risk:

    Moderately High risk

Holding Information

as on 27th of May, 03:45 AM

Top Holding

Reliance Industries Ltd
8%
Hdfc Bank Ltd
8%
Icici Bank Ltd
6%
Infosys Ltd
4%
Kotak Mahindra Bank Ltd
4%

Top Sectors

Financial Services
32%
Consumer Defensive
10%
Energy
10%
Industrials
9%
Technology
9%

Allocation

Equity
98%
Others
2%
Debt
0%

Investment Return Calculator

as on 27th of May, 03:45 AM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 27th of May, 03:45 AM
Minimum SIP Amount
0
Minimum Lumpsum Amount
500
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Principal Personal Tax Saver Fund - Regular Plan is a Tax Saving EQUITY fund and has delivered an annualised return of -6.49% over a period of 3 years. The fund is managed by Principal Asset Management Private Limited. The fund managers names are Sudhir Kedia. 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. The fund charges 2.54000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹500.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.