Principal Personal Tax saver Fund - Direct (G)

  • 5 years return (%) 13.83%
  • AUM (₹) ₹342.59 Cr
  • NAV (₹) 331.83
  • Rating NA

Performance

1Y 3Y 5Y Max
Fund Return 65.58% 21.09% 13.83% 28.62%
Category Average 64.02% 23.52% 17.33% 27.10%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
65.58%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Principal Personal Tax saver Fund - Direct (G) 2.12 342.5915 +21%
Union Long Term Equity Fund (G) 2.62 436.3683 +26%
Quant Tax Plan-(G) 2.25 433.1495 +38%
Mahindra Manulife ELSS Kar Bachat Yojana(G) 2.38 419.699 +22%
LIC MF Tax Plan - (G) 2.57 410.8705 +21%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • ICICI Bank

    Automobile Sector
    Equity Instrument
    7.7% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    6.5% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.7% % Assets
  • Polycab India

    Automobile Sector
    Equity Instrument
    4.2% % Assets
  • Reliance Inds PP

    Automobile Sector
    Equity Instrument
    3.7% % 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