Principal Equity Savings Fund - Direct (IDCW-H)

  • 5 years return (%) 11.19%
  • AUM (₹) ₹101.47 Cr
  • NAV (₹) 15.1751
  • Rating NA

Performance

1Y 3Y 5Y Max
Fund Return 31.57% 14.83% 11.19% 79.08%
Category Average 57.12% 23.57% 17.67% 23.93%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
31.57%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Principal Equity Savings Fund - Direct (IDCW-H) 0.91 101.4686 +15%
UTI-Equity Savings Fund - Regular (G) 1.52 252.2077 +11%
Nippon India Equity Savings Fund (G) 2.53 250.7178 +1%
Union Equity Savings Fund (G) 2.02 175.8261 +10%
Invesco India Equity Savings Fund (G) 2.47 167.4966 +0%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Maruti Suzuki

    Automobile Sector
    Equity Instrument
    6.4% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    6.0% % Assets
  • Net CA & Others

    Automobile Sector
    Net CA & Others Instrument
    5.3% % Assets
  • GSEC2028

    Automobile Sector
    Govt. Securities Instrument
    5.2% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    3.8% % Assets

AMC Details

Principal Mutual Fund

  • 8930.0128 Cr

    AUM

Contact Details

Unit no. 002, Ground Floor, B (West)
Wing,Satellite Gazebo, Andheri
Ghatkopar Link Road, Mumbai-400093.

67720555 | 67720512
customer@principalindia.com