Principal Tax Savings Fund (Equity, Equity Elss)

Moderately High
23 yrs 9 monthsStarted on:31 Mar 1996
₹ 401.09 Cras on: 10 Dec 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 Month5.74
1 YR4.87
3 YR9.77

SIP Returns

TenureReturns (CAGR)
1 YR0.44
3 YR1.2
5 YR6.7
10 YR12.08

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.84
ICICI Bank Ltd.6.27
Reliance Industries Ltd.4.91
State Bank of India3.74
Infosys Ltd.3.69
ITC Ltd.3.56
Kotak Mahindra Bank Ltd.3.53
Tata Consultancy Services Ltd.3.51
Larsen & Toubro Ltd.3.48
Marico Ltd.2.52

Top Sectoral Holdings

Sector Name% Assets
Financial33.23
Energy12.06
FMCG12.02
Construction10.4
Technology9.26
Healthcare5.08
Chemicals3.83
Communication2.43
Automobile2.02
Diversified1.7

Indicators

LabelValue
Portfolio turnover ratio39
Standard Deviation15.01%
Beta1.09%
Sharpe Ratio0.37

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.