Principal Tax Savings Fund (Equity, Equity Tax Saving)

Moderately High
22 yrs 1 monthsStarted on:31 Mar 1996
₹ 375.43 Cras on: 20 Apr 2018
Long Term Horizon
2.48%
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 Month6.31
1 YR21.15
2 YR26.17
3 YR16.05

SIP Returns

TenureReturns (CAGR)
1 YR14.31
2 YR22.75
3 YR21.32
5 YR20.89
10 YR17.43

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.5
ICICI Bank Ltd.3.54
Infosys Ltd.3.11
Larsen & Toubro Ltd.2.98
Reliance Industries Ltd.2.95
Housing Development Finance Corpn. Ltd.2.85
Bajaj Electricals Ltd.2.5
ITC Ltd.2.46
HCL Technologies Ltd.2.32
State Bank of India2.22

Top Sectoral Holdings

Sector Name% Assets
Financial24
Construction13.76
FMCG11.99
Automobile8.13
Energy8.07
Technology7.43
Chemicals6.13
Healthcare4.11
Services3.19
Cons Durable2.5

Indicators

LabelValue
Portfolio turnover ratio45
Standard Deviation16.8%
Beta1.19%
Sharpe Ratio0.59

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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