Principal Tax Savings Fund - Direct

  • 5 years return (%) 16.22%
  • AUM (₹) ₹601.73 Cr
  • NAV (₹) 355.51
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 65.48% 22.50% 16.22% 28.63%
Category Average 62.38% 23.92% 17.05% 25.11%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
65.48%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Principal Tax Savings Fund - Direct 1.97 601.7269 +22%
BNP Paribas Long Term Equity Fund (G) 2.37 551.4159 +24%
IDBI Equity Advantage Fund - Regular (G) 2.4 544.0378 +17%
BOI AXA Tax Advantage Fund (G) 2.54 517.4894 +32%
Aditya Birla SL Tax Plan (G) 2.52 478.5318 +15%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • ICICI Bank

    Automobile Sector
    Equity Instrument
    7.8% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    6.5% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.6% % Assets
  • Polycab India

    Automobile Sector
    Equity Instrument
    4.5% % 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