Principal Tax Savings (Equity, Equity Elss)

Moderately High
22 yrs 11 monthsStarted on:31 Mar 1996
₹ 376.07 Cras on: 22 Feb 2019
Long Term Horizon
2.64%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

The fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.

Exit Load

Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR7.40
3 YR16.92

SIP Returns

TenureReturns (CAGR)
3 YR4.68
5 YR8.63
10 YR13.21

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.05
ICICI Bank Ltd.4.93
Reliance Industries Ltd.4.39
Tata Consultancy Services Ltd.3.68
ITC Ltd.3.37
Infosys Ltd.3.22
Kotak Mahindra Bank Ltd.3
State Bank of India2.89
Tata Power Co. Ltd.2.73
Larsen & Toubro Ltd.2.7

Top Sectoral Holdings

Sector Name% Assets
Financial27.26
FMCG12.66
Construction12.62
Energy9.8
Technology9.27
Automobile5.74
Healthcare5.17
Chemicals3.89
Metals3.36
Services2.43

Indicators

LabelValue
Portfolio turnover ratio36
Standard Deviation17.44%
Beta1.14%
Sharpe Ratio0.52

P V K Mohan

Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.
Prior to joining Principal AMC he has worked with UTI AMC.

Other Funds Managed by P V K Mohan