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  • Principal Personal Tax Saver Fund (Growth)
Principal Mutual Fund

Principal Personal Tax Saver Fund (Growth)

EquityTax Saving

299.26

NAV (Dec 27)

14.5%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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 (28y 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

Sudhir Kedia

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Principal Personal Tax Saver Fund (Growth)70%10,50,609 3,17,99714.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2021-12-27

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

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.amc-img
phone-img022-67720555
Fund NameScripbox Opinion
Till Date CAGR

3%

5.5%

21.9%

24.8%

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 28 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 4/21/2024 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)?

Principal Personal Tax Saver Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.