Principal Tax Savings Fund (Equity, Equity Elss)

Moderately High
22 yrs 5 monthsStarted on:31 Mar 1996
₹ 395.62 Cras on: 13 Aug 2018
Long Term Horizon
2.50%
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 Month3.51
1 YR13.14
2 YR17.68
3 YR14.28

SIP Returns

TenureReturns (CAGR)
1 YR0.92
2 YR12.2
3 YR16.41
5 YR16.87
10 YR16.47

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.34
Reliance Industries Ltd.4.03
ITC Ltd.3.61
Tata Consultancy Services Ltd.3.37
State Bank of India3.37
ICICI Bank Ltd.3.29
Infosys Ltd.3.05
Housing Development Finance Corpn. Ltd.2.96
Larsen & Toubro Ltd.2.68
Dabur India Ltd.2.6

Top Sectoral Holdings

Sector Name% Assets
Financial26.99
FMCG13
Construction11.15
Energy9.11
Technology8.39
Automobile7.12
Chemicals5.23
Healthcare4.3
Metals3.43
Services3.31

Indicators

LabelValue
Portfolio turnover ratio40
Standard Deviation17.63%
Beta1.19%
Sharpe Ratio0.42

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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