Principal Personal Taxsaver Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Principal Personal Taxsaver Growth Fund Overview
SIP ₹500 & Lump. ₹500
₹333 Cr
3 Years
2.55
Nil.
NIfty 500 Total Return
Principal Personal Taxsaver Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.23 | -1.32 | 4.38 |
| 6M | 9.74 | 0.95 | 15.79 |
| 1Y | 31.86 | 2.69 | 36.07 |
| 3Y | 16.78 | 13.30 | 82.93 |
Portfolio Analysis
- Equity: 99.22%
- Debt: 0.78%
- Others
About Fund Principal Personal Taxsaver Growth
Principal Personal Taxsaver Growth managed by ,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹333 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.55. Under the expert guidance of Sudhir Kedia ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Sudhir Kedia
Mr. Sudhir is a CA, CMA, MBA (PGPEBiz). He has professional experience of more than 12 years and his primary responsibility includes Fund Management & Investment Analysis. He was previously associated with ASK Investments.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Baroda BNP Paribas ELSS 96 Growth | 0 | 201 CR | 2.57 |
| HSBC Tax Saver Equity Fund Growth | 0 | 243 CR | 2.5 |
| Principal Personal Taxsaver Growth | 3 | 332 CR | 2.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas ELSS 96 Growth | 17.8289 | 57.4745 |
| This FundHSBC Tax Saver Equity Fund Growth | 0.8856 | 59.1682 |
| This FundPrincipal Personal Taxsaver Growth | 31.8558 | 59.2401 |
Principal Personal Taxsaver Growth FAQs
- 1 Month : -0.23%
- 6 Months : 9.74%
- 1 Year : 31.86%
- 3 Years : 16.78%
