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
₹559.5105
-0.46%
(4 Nov)
AUM
1,356 Cr
TER
1.68%
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
+8.8%
+7.8%
+7.0%
+4.5%
+4.0%
+1.8%
3Y
+22.1%
+15.4%
+22.9%
+24.1%
+17.0%
+26.1%
5Y
NA
+20.5%
+22.4%
+26.1%
+20.5%
+26.6%
ALL
+23.1%
+15.7%
+18.9%
+16.6%
+13.7%
+18.2%
VOL
12.9%
16.6%
18.0%
15.3%
-
17.6%
TER
0.7%
1.7%
0.3%
0.9%
-
0.6%
AUM
₹414 Cr
₹1,356 Cr
₹409 Cr
₹30,420 Cr
-
₹4,377 Cr
INFO
1.79
0.95
1.05
1.08
-
1.04
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 Sep
Top holdings
HDFC Bank Ltd
9.0%
ICICI Bank Ltd
7.3%
Reliance Industries Ltd
4.5%
Bharti Airtel Ltd
4.0%
Axis Bank Ltd
3.6%
State Bank of India
3.4%
Larsen & Toubro Ltd
3.4%
Infosys Ltd
3.3%
ITC Ltd
2.8%
Kotak Mahindra Bank Ltd
2.8%
Top industry exposure
Financial Services
30.6%
Industrials
12.2%
Consumer Cyclical
11.8%
Consumer Defensive
8.6%
Healthcare
6.9%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
50%
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