Principal Tax Savings Fund (Equity, Equity Elss)

Moderately High
23 yrs 12 monthsStarted on:31 Mar 1996
₹ 408.99 Cras on: 27 Feb 2020
Long Term Horizon
2.51%
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 YR5.63
3 YR6.91

SIP Returns

TenureReturns (CAGR)
1 YR1.27
3 YR0.63
5 YR6.4
10 YR11.83

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.66
ICICI Bank Ltd.6.76
Reliance Industries Ltd.5.53
Infosys Ltd.4.38
Larsen & Toubro Ltd.4.3
Housing Development Finance Corpn. Ltd.3.66
Kotak Mahindra Bank Ltd.3.51
State Bank of India3.47
ITC Ltd.3.18
Tata Consultancy Services Ltd.3.08

Top Sectoral Holdings

Sector Name% Assets
Financial36.52
Energy13.1
FMCG11.56
Technology8.18
Construction7.34
Healthcare6.01
Automobile2.64
Chemicals2.28
Textiles1.73
Communication1.69

Indicators

LabelValue
Portfolio turnover ratio53
Standard Deviation14.51%
Beta1.08%
Sharpe Ratio0.28

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.