Principal Tax Savings Fund (Equity, Equity Elss)

Moderately High
23 yrs 5 monthsStarted on:31 Mar 1996
₹ 381.21 Cras on: 22 Aug 2019
Long Term Horizon
2.55%
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)
3 YR6.08

SIP Returns

TenureReturns (CAGR)
5 YR4.25
10 YR11.05

Portfolio

Company Name% Assets
ICICI Bank Ltd.5.67
HDFC Bank Ltd.5.39
State Bank of India4.18
Reliance Industries Ltd.4.11
Tata Consultancy Services Ltd.3.82
Kotak Mahindra Bank Ltd.3.58
ITC Ltd.3.23
Infosys Ltd.2.84
Larsen & Toubro Ltd.2.81
Marico Ltd.2.66

Top Sectoral Holdings

Sector Name% Assets
Financial33.21
Construction12.62
FMCG11.92
Energy9.29
Technology8.79
Healthcare4.36
Chemicals4.15
Automobile3.56
Services2.72
Metals2.62

Indicators

LabelValue
Portfolio turnover ratio29
Standard Deviation15.78%
Beta1.11%
Sharpe Ratio0.23

Ravi Gopalakrishnan

Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

Other Funds Managed by Ravi Gopalakrishnan