Principal Equity Savings Fund - Direct (G)

Principal Equity Savings Fund - Direct (G)

Moderately HighEquityHybrid
Not Rated
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Scheme Details

0.65%

Expense Ratio

₹841 cr

Fund Size

₹5,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
19.56%
13.99%
14.68%
10.33%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Principal Equity Savings Fund - Direct (G)
19.56%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
87.7%
S
SBI PSU Fund - Direct (G)
88.24%

Holdings

Holdings
Sector Wise
Derivatives
10.36%
TREPS
7%
GSEC2025
5.9%
Asian Paints
4.44%
Tech Mahindra
4.34%

Fund Manager

P
Pankaj Jain
G
Gurvinder Singh Wasan
S
Sudhir Kedia