Principal Tax Savings (Equity, Equity Elss)

Moderately High
22 yrs 9 monthsStarted on:31 Mar 1996
₹ 379.42 Cras on: 14 Dec 2018
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)
1 Month1.17
2 YR15.49
3 YR14.15

SIP Returns

TenureReturns (CAGR)
2 YR1.95
3 YR9.33
5 YR11.74
10 YR14.63

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.12
ICICI Bank Ltd.4.77
Reliance Industries Ltd.4.14
Tata Consultancy Services Ltd.3.56
ITC Ltd.3.43
Larsen & Toubro Ltd.2.92
Tata Power Co. Ltd.2.89
Infosys Ltd.2.84
State Bank of India2.77
Housing Development Finance Corpn. Ltd.2.76

Top Sectoral Holdings

Sector Name% Assets
Financial25.63
Construction12.91
FMCG12.71
Energy9.87
Technology8.7
Automobile6.67
Chemicals4.96
Healthcare4.48
Metals3.79
Services2.52

Indicators

LabelValue
Portfolio turnover ratio39
Standard Deviation18.12%
Beta1.15%
Sharpe Ratio0.38

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

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