Principal Equity Saving Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Principal Equity Saving Growth Direct Plan

NAV
₹79.1272
-0.41%
(25 Apr)
AUM
976 Cr
TER
0.77%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.7%
+9.7%
+8.8%
+8.2%
+7.2%
+6.7%
3Y
+12.8%
+12.8%
+12.0%
+12.0%
+12.0%
+9.2%
5Y
+16.6%
+16.6%
+14.3%
+14.0%
+15.7%
+12.1%
ALL
+10.1%
+10.1%
+10.2%
+10.2%
+9.8%
+7.9%
VOL
6.0%
6.0%
6.0%
5.7%
6.4%
-
TER
0.8%
0.8%
0.4%
0.7%
0.6%
-
AUM
₹976 Cr
₹976 Cr
₹668 Cr
₹8,043 Cr
₹624 Cr
-
INFO
1.70
1.70
1.70
1.78
1.53
-
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 Equity 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 Mar
Top holdings
Cash Offset For Derivatives
37.2%
Reliance Industries Ltd
8.9%
Bharti Airtel Ltd
8.7%
Future on Reliance Industries Ltd
8.0%
Future on Bharti Airtel Ltd
7.5%
7.1% Govt Stock 2034
6.9%
Infosys Ltd
5.6%
Infosys Limited April 2025
5.1%
ICICI Bank Ltd
3.3%
HDFC Bank Ltd
2.9%
Top industry exposure
Financial Services
17.2%
Communication Services
9.3%
Energy
9.2%
Consumer Cyclical
9.1%
Technology
6.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
59%
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
Fund manager(s)
Dwijendra Srivastava
Sudhir Kedia
Rohit Seksaria

FAQs