Principal Tax Savings Fund

  • 5 years return (%) 14.97%
  • AUM (₹) ₹583.07 Cr
  • NAV (₹) 326.92
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 67.14% 17.18% 14.97% 84.32%
Category Average 64.54% 19.48% 16.59% 22.50%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
67.14%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Principal Tax Savings Fund 2.51 583.0744 +17%
BNP Paribas Long Term Equity Fund (G) 2.38 544.5432 +20%
IDBI Equity Advantage Fund - Regular (G) 2.41 541.2042 +14%
BOI AXA Tax Advantage Fund (G) 2.54 512.0685 +28%
Aditya Birla SL Tax Plan (G) 2.52 478.8013 +11%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • ICICI Bank

    Automobile Sector
    Equity Instrument
    8.2% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    6.8% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.8% % Assets
  • Polycab India

    Automobile Sector
    Equity Instrument
    4.0% % Assets
  • Reliance Inds PP

    Automobile Sector
    Equity Instrument
    3.3% % 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