Principal Equity Savings Fund - Direct (IDCW-Q)

  • 5 years return (%) 10.63%
  • AUM (₹) ₹69.16 Cr
  • NAV (₹) 19.9456
  • Rating NA

Performance

1Y 3Y 5Y Max
Fund Return 24.68% 11.43% 10.63% 34.24%
Category Average 40.79% 12.89% 14.04% 6.32%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
24.68%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Principal Equity Savings Fund - Direct (IDCW-Q) 0.98 69.164 +11%
Mahindra Manulife Equity Savings DSY (G) 2.56 250.7694 +11%
Union Equity Savings Fund (G) 2.01 177.8115 +0%
Edelweiss Equity Savings Fund (G) 2.04 148.2724 +9%
Invesco India Equity Savings Fund (G) 2.33 140.2402 +0%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    8.9% % Assets
  • Maruti Suzuki

    Automobile Sector
    Equity Instrument
    7.9% % Assets
  • Net CA & Others

    Automobile Sector
    Net CA & Others Instrument
    7.2% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    5.0% % Assets
  • Polycab India

    Automobile Sector
    Equity Instrument
    4.8% % Assets

AMC Details

Principal Mutual Fund

  • 8037.638 Cr

    AUM

Contact Details

Exchange Plaza, 'B' Wing, 2nd Floor,
NSE Building, Bandra Kurla -
Complex, Bandra (East),Mumbai 400051.

67720555 | 67720512
customer@principalindia.com