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
₹543.9249
+0.51%
(4 Aug)
AUM
1,395 Cr
TER
1.65%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+4.8%
+3.2%
+1.3%
-2.3%
-2.9%
-2.9%
3Y
+27.5%
+22.8%
+16.1%
+17.2%
+25.2%
+22.9%
5Y
+27.7%
+26.1%
+21.7%
+21.5%
+26.4%
+22.6%
ALL
+18.4%
+15.4%
+15.8%
+13.7%
+16.6%
+18.4%
VOL
17.7%
16.4%
16.7%
-
15.5%
18.3%
TER
0.6%
1.1%
1.6%
-
0.9%
0.6%
AUM
₹4,506 Cr
₹16,908 Cr
₹1,395 Cr
-
₹30,616 Cr
₹435 Cr
INFO
1.04
0.94
0.94
-
1.07
1.01
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 30th Jun
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
7.6%
Treps
4.8%
Reliance Industries Ltd
4.7%
Axis Bank Ltd
3.8%
Sundaram Liquid Dir Gr
3.6%
Larsen & Toubro Ltd
3.3%
Infosys Ltd
3.2%
State Bank of India
3.1%
Kotak Mahindra Bank Ltd
2.9%
Top industry exposure
Financial Services
31.6%
Industrials
11.6%
Consumer Cyclical
10.7%
Consumer Defensive
7.2%
Healthcare
7.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
36%
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)
Rohit Seksaria
Bharath Subramanian

FAQs