Principal Tax Savings Fund - Direct

Principal Tax Savings Fund - Direct

Moderately HighEquityTax Saving
Not Rated
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Scheme Details

-%

Expense Ratio

₹1,299 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
3.69%
13.37%
17.86%
15.18%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Principal Tax Savings Fund - Direct
3.69%
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
8.75%
Infosys
6.39%
HDFC Bank
5.52%
Polycab India
4.18%
Bharti Airtel
3.53%

Fund Manager

S
Sudhir Kedia