Principal Tax Savings Fund - Direct

Principal Tax Savings Fund - Direct

Moderately HighEquityTax Saving
Not Rated
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Scheme Details

1.75%

Expense Ratio

₹1,244 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
37.85%
21.36%
17.46%
16.37%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Principal Tax Savings Fund - Direct
37.85%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
97.39%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
SBI PSU Fund - Direct (G)
96.5%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%

Holdings

Holdings
Sector Wise
ICICI Bank
8.17%
Infosys
7.08%
HDFC Bank
5.28%
Polycab India
4.37%
St Bk of India
4.16%

Fund Manager

S
Sudhir Kedia