Principal Personal Tax saver Fund - Direct (G)

  • 3 years return (%) 11.62%
  • AUM (₹) ₹310.38 Cr
  • NAV (₹) 282.42
  • Rating 0

Performance

1Y 3Y 5Y Max
Fund Return 66.44% 11.62% 12.82% 9.47%
Category Average 67.53% 14.48% 16.01% 8.57%
Rank 6 2 2 --
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
66.44%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 1 Year
Principal Mutual Fund 2.13 310.3844 +66%
Mahindra Manulife Mutual Fund 2.41 371.7486 +68%
PGIM India Mutual Fund 2.5 367.1302 +68%
LIC Mutual Fund 2.56 358.7291 +55%
Union Mutual Fund 2.52 355.5999 +64%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • ICICI Bank

    Automobile Sector
    Equity Instrument
    9.5% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    7.0% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    4.7% % Assets
  • St Bk of India

    Automobile Sector
    Equity Instrument
    4.3% % Assets
  • Axis Bank

    Automobile Sector
    Equity Instrument
    3.5% % Assets

AMC Details

Principal Mutual Fund

  • 7768.2303 Cr

    AUM

Contact Details

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

67720555 | 67720512
customer@principalindia.com