Principal Tax Savings Fund (Equity, Equity Elss)

Moderately High
23 yrs 7 monthsStarted on:31 Mar 1996
₹ 389.44 Cras on: 18 Oct 2019
Long Term Horizon
2.54%
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)
1 Month4.67
1 YR2.61
3 YR6.60

SIP Returns

TenureReturns (CAGR)
3 YR1.3
5 YR6.61
10 YR12.11

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.76
ICICI Bank Ltd.5.67
Reliance Industries Ltd.4.6
Kotak Mahindra Bank Ltd.3.8
Tata Consultancy Services Ltd.3.34
State Bank of India3.34
ITC Ltd.3.04
Larsen & Toubro Ltd.2.92
Infosys Ltd.2.83
Marico Ltd.2.8

Top Sectoral Holdings

Sector Name% Assets
Financial32.09
Construction12.26
FMCG12.14
Energy9.61
Technology8.45
Healthcare4.25
Chemicals4.13
Automobile3.08
Metals2.24
Communication1.96

Indicators

LabelValue
Portfolio turnover ratio28
Standard Deviation15.75%
Beta1.11%
Sharpe Ratio0.15

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