Principal Tax Savings Fund (Equity, Equity Elss)

Moderately High
24 yrs 3 monthsStarted on:31 Mar 1996
₹ 344.46 Cras on: 21 May 2020
Long Term Horizon
2.56%
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

Similar Funds
Motilal Oswal Long Term Equity Fund
Current NAV 13.78
Return (CAGR) 6.20%
Value Research
Axis Long Term Equity Fund
Current NAV 39.93
Return (CAGR) 14.24%
Value Research
DSP Tax Saver Fund
Current NAV 39.84
Return (CAGR) 10.91%
Value Research
Tata India Tax Saving Fund
Current NAV 14.43
Return (CAGR) 17.06%
Value Research NA
Aditya Birla SL Tax Relief 96 Fund
Current NAV 26.02
Return (CAGR) 22.11%
Value Research NA
Kotak Tax Saver Fund
Current NAV 36.22
Return (CAGR) 9.28%
Value Research
ICICI Pru Long Term Equity (Tax Saving) Fund
Current NAV 301.3
Return (CAGR) 17.82%
Value Research
UTI Long Term Equity Fund
Current NAV 72.49
Return (CAGR) 12.63%
Value Research
IDFC Tax Advantage (ELSS) Fund
Current NAV 41.01
Return (CAGR) 13.17%
Value Research
Mirae Asset Tax Saver Fund
Current NAV 14.45
Return (CAGR) 8.73%
Value Research
SBI Magnum Taxgain Fund
Current NAV 114.14
Return (CAGR) 14.65%
Value Research
Franklin India Taxshield Fund
Current NAV 412.4
Return (CAGR) 19.25%
Value Research

Tenure

TenureReturns (CAGR)
1 Month0.75

SIP Returns

TenureReturns (CAGR)
10 YR7.07

Portfolio

Company Name% Assets
Reliance Industries Ltd.8.1
HDFC Bank Ltd.7.74
ICICI Bank Ltd.6.25
Infosys Ltd.4.24
Kotak Mahindra Bank Ltd.3.96
Larsen & Toubro Ltd.3.76
Housing Development Finance Corpn. Ltd.3.45
Tata Consultancy Services Ltd.2.98
State Bank of India2.84
ITC Ltd.2.38

Top Sectoral Holdings

Sector Name% Assets
Financial31.61
Energy12.63
FMCG10.07
Healthcare7.56
Technology7.22
Construction7.19
Automobile4.98
Cons Durable2.91
Metals2.75
Chemicals2.34

Indicators

LabelValue
Portfolio turnover ratio77
Standard Deviation21.14%
Beta0.98%

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.