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
₹515.4080
-1.19%
(25 Apr)
AUM
1,288 Cr
TER
1.72%
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
+13.2%
+7.7%
+6.5%
+6.0%
+5.1%
+3.7%
3Y
+23.4%
+25.0%
+15.3%
+24.1%
+16.0%
+22.0%
5Y
+29.4%
+30.4%
+25.0%
+28.4%
+24.3%
+25.4%
ALL
+15.5%
+16.6%
+15.7%
+17.6%
+14.4%
+18.0%
VOL
16.5%
15.5%
16.9%
17.7%
-
18.4%
TER
1.1%
0.9%
1.7%
0.7%
-
0.6%
AUM
₹15,556 Cr
₹27,730 Cr
₹1,288 Cr
₹3,817 Cr
-
₹378 Cr
INFO
0.94
1.07
0.93
1.00
-
0.98
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 Mar
Top holdings
HDFC Bank Ltd
9.1%
ICICI Bank Ltd
7.7%
Treps
6.4%
Reliance Industries Ltd
4.3%
Larsen & Toubro Ltd
3.6%
Infosys Ltd
3.4%
State Bank of India
3.2%
Axis Bank Ltd
2.7%
InterGlobe Aviation Ltd
2.5%
UltraTech Cement Ltd
2.4%
Top industry exposure
Financial Services
32.8%
Industrials
12.1%
Consumer Cyclical
10.9%
Healthcare
6.9%
Technology
6.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
34%
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