Principal Equity Savings Fund (IDCW-H)

  • 5 years return (%) 9.77%
  • AUM (₹) ₹86.29 Cr
  • NAV (₹) 14.7453
  • Rating NA

Performance

1Y 3Y 5Y Max
Fund Return 30.31% 12.07% 9.77% 250.63%
Category Average 60.96% 18.99% 16.88% 20.99%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
30.31%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Principal Equity Savings Fund (IDCW-H) 2.39 86.2909 +12%
UTI-Equity Savings Fund - Regular (G) 1.53 247.9895 +10%
Edelweiss Equity Savings Fund (G) 2.04 198.572 +11%
Union Equity Savings Fund (G) 2.01 177.185 +10%
Invesco India Equity Savings Fund (G) 2.33 154.0235 +0%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    6.4% % Assets
  • Maruti Suzuki

    Automobile Sector
    Equity Instrument
    5.8% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    4.6% % Assets
  • Net CA & Others

    Automobile Sector
    Net CA & Others Instrument
    4.3% % Assets
  • H D F C

    Automobile Sector
    Equity Instrument
    4.1% % Assets

AMC Details

Principal Mutual Fund

  • 8037.638 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