Principal Tax Savings Fund (Equity, Equity Elss)

Moderately High
22 yrs 7 monthsStarted on:31 Mar 1996
₹ 373.83 Cras on: 17 Oct 2018
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)
2 YR9.59
3 YR11.15

SIP Returns

TenureReturns (CAGR)
2 YR0.68
3 YR8.34
5 YR11.61
10 YR14.51

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.2
Reliance Industries Ltd.4.52
Tata Consultancy Services Ltd.4.01
ITC Ltd.3.82
Infosys Ltd.3.45
ICICI Bank Ltd.3.15
Dabur India Ltd.2.79
Larsen & Toubro Ltd.2.77
Housing Development Finance Corpn. Ltd.2.75
Glaxosmithkline Consumer Healthcare Ltd.2.08

Top Sectoral Holdings

Sector Name% Assets
Financial25.45
FMCG14.02
Construction10.94
Energy9.82
Technology9.78
Automobile6.95
Healthcare4.89
Chemicals4.87
Metals3.91
Services3.32

Indicators

LabelValue
Portfolio turnover ratio38
Standard Deviation18.02%
Beta1.17%
Sharpe Ratio0.46

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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