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
₹499.5970
+1.32%
(29 Jan)
AUM
1,346 Cr
TER
1.67%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+19.1%
+18.4%
+16.3%
+12.2%
+9.8%
+7.9%
3Y
+23.1%
+20.5%
+21.1%
+12.9%
+14.0%
+18.1%
5Y
+23.0%
+20.0%
+20.4%
+17.8%
+17.1%
+16.7%
ALL
+16.7%
+17.6%
+15.2%
+15.6%
+14.5%
+17.6%
VOL
15.5%
17.3%
16.5%
16.9%
-
18.1%
TER
0.9%
0.6%
1.1%
1.7%
-
0.6%
AUM
₹27,791 Cr
₹4,415 Cr
₹15,729 Cr
₹1,346 Cr
-
₹397 Cr
INFO
1.07
1.02
0.92
0.92
-
0.97
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 31st Dec
Top holdings
HDFC Bank Ltd
7.9%
ICICI Bank Ltd
7.0%
Treps
4.9%
Infosys Ltd
4.3%
Reliance Industries Ltd
3.9%
Larsen & Toubro Ltd
3.1%
Sun Pharmaceuticals Industries Ltd
2.8%
State Bank of India
2.6%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
2.5%
Axis Bank Ltd
2.5%
Top industry exposure
Financial Services
31.6%
Industrials
12.4%
Consumer Cyclical
10.9%
Healthcare
8.7%
Technology
8.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
31%
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)
Sudhir Kedia
Rohit Seksaria

FAQs