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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹333 Cr
Lock In Period
3 Years
Expense Ratio
2.55
Benchmark
NIfty 500 Total Return
Exit Load
Nil.
Summary
Latest details for Principal Personal Taxsaver Growth include a ₹299.26 NAV as of Dec 27,2021 and returns since inception of 59.24%. Minimum investments start at SIP ₹500. The Principal Personal Taxsaver Growth AUM is ₹333 Cr, with a lock-in of 3 Years years, expense ratio of 2.55%, and benchmark NIfty 500 Total Return. Exit load is - Nil.. In the growth review for 1M Month/Year, the fund recorded -0.23% returns, against a category average of -1.62% and a category best of 4.38%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.23 | -1.62 | 4.38 |
| 6M | 9.74 | 1.64 | 20.20 |
| 1Y | 31.86 | 5.75 | 36.07 |
| 3Y | 16.78 | 14.21 | 97.35 |
Portfolio Analysis
- Equity: 99.22%
- Debt: 0.78%
- Others
As on: 2021-11-30
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About Fund
Principal Personal Taxsaver Growth managed by Principal Mutual Fund,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBank of India ELSS Tax Saver - Eco Plan Growth | 0 | 1384.21 CR | 2.09 |
| This FundHSBC Tax Saver Equity Fund Growth | 1 | 243.6 CR | 2.5 |
| This FundPrincipal Personal Taxsaver Growth | 3 | 332.68 CR | 2.55 |
| This FundSBI ELSS Tax Saver Fund Growth | 5 | 31861.52 CR | 1.57 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBank of India ELSS Tax Saver - Eco Plan Growth | 10.3167 | 58.6742 |
| This FundHSBC Tax Saver Equity Fund Growth | 0.8856 | 59.1682 |
| This FundPrincipal Personal Taxsaver Growth | 31.8558 | 59.2401 |
| This FundSBI ELSS Tax Saver Fund Growth | 6.2852 | 78.5076 |
FAQs
Principal Personal Taxsaver Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Principal Personal Taxsaver Growth is 2.55. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Principal Personal Taxsaver Growth’s fund performance is as follows:
- 1 Month : -0.23%
- 6 Months : 9.74%
- 1 Year : 31.86%
- 3 Years : 16.78%
You can invest in Principal Personal Taxsaver Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Principal Personal Taxsaver Growth is ₹333 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Principal Personal Taxsaver Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500