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
₹500.0678
-3.04%
(19 Mar)
AUM
1,349 Cr
TER
1.53%
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
+8.2%
+5.2%
+4.9%
+1.8%
+1.7%
+1.5%
3Y
+23.2%
+15.6%
+18.7%
+13.9%
+21.2%
+20.0%
5Y
+18.3%
+13.6%
+13.3%
+12.8%
+18.3%
NA
ALL
+16.5%
+11.7%
+14.6%
+14.3%
+15.2%
+15.9%
VOL
17.6%
-
15.0%
16.5%
15.3%
13.0%
TER
0.7%
-
1.0%
1.5%
0.9%
0.6%
AUM
₹4,175 Cr
-
₹906 Cr
₹1,349 Cr
₹32,171 Cr
₹438 Cr
INFO
0.94
-
0.97
0.86
1.00
1.22
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 28th Feb
Top holdings
HDFC Bank Ltd
7.4%
ICICI Bank Ltd
6.0%
Axis Bank Ltd
4.5%
Reliance Industries Ltd
4.3%
State Bank of India
4.1%
Bharti Airtel Ltd
4.1%
Larsen & Toubro Ltd
3.6%
Infosys Ltd
3.4%
Kotak Mahindra Bank Ltd
2.9%
UltraTech Cement Ltd
2.5%
Top industry exposure
Financial Services
29.8%
Industrials
13.1%
Consumer Cyclical
12.8%
Technology
7.9%
Healthcare
6.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
47%
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