Principal Tax Savings Fund

Principal Tax Savings Fund

AMC Name: PRINCIPAL Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 500 TRI
Fund Manager Ravi Gopalakrishna
Fund Horizon OPEN
Inception Date 31-Mar-1996
Scheme AUM(CR) ` 406.52
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,5,15,25
Entry Load Nil
Exit Load Nil
Expense Ratio 2.55

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -6.34% -4.53%
3 Month -9.70% -7.35%
6 Month -3.06% -1.29%
1 Year -14.37% -9.81%
3 Year 6.21% 7.45%
5 Year 8.05% 8.05%
Since Inception 15.28% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others