Principal Tax Savings Fund (Equity, Equity Elss)

Moderately High
23 yrs 10 monthsStarted on:31 Mar 1996
₹ 408.21 Cras on: 16 Jan 2020
Long Term Horizon
2.53%
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)
YTD2.36
1 Month3.37
3 Month8.65
1 YR5.18
3 YR10.54

SIP Returns

TenureReturns (CAGR)
1 YR10.41
2 YR3.4
3 YR3.86
5 YR8.38
10 YR12.83

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.97
ICICI Bank Ltd.6.95
Reliance Industries Ltd.5.95
Infosys Ltd.4.14
Housing Development Finance Corpn. Ltd.3.66
Kotak Mahindra Bank Ltd.3.5
Tata Consultancy Services Ltd.3.49
Larsen & Toubro Ltd.3.44
State Bank of India3.37
ITC Ltd.3.22

Top Sectoral Holdings

Sector Name% Assets
Financial37.43
Energy13.75
FMCG10.7
Technology8.32
Construction7.14
Healthcare5.52
Automobile2.83
Services2.27
Textiles1.96
Chemicals1.65

Indicators

LabelValue
Portfolio turnover ratio48
Standard Deviation14.93%
Beta1.09%
Sharpe Ratio0.42

Sudhir Kedia

Mr. Kedia is CA, CMA and MBA.
Prior to joining Principal Mutual Fund, he has worked with Mirae Asset Mutual Fund and ASK investment.