Principal Personal Tax saver Fund - Direct (G)

Principal Personal Tax saver Fund - Direct (G)

Moderately HighEquityTax Saving
Not Rated
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Scheme Details

-%

Expense Ratio

₹333 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
39.61%
18.51%
14.83%
13.74%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Principal Personal Tax saver Fund - Direct (G)
39.61%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
M
Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G)
59.7%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
15.32%

Holdings

Holdings
Sector Wise
ICICI Bank
8.77%
Infosys
6.4%
HDFC Bank
5.6%
Polycab India
3.9%
Bharti Airtel
3.59%

Fund Manager

S
Sudhir Kedia