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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 0.06% and a category best of 5.03%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.230.065.03
6M9.741.0220.20
1Y31.864.7936.07
3Y16.7815.6997.35

Portfolio Analysis

  • Equity: 99.22%
  • Debt: 0.78%
  • Others
As on: 2021-11-30
View allocation % by

1. ICICI Bank Ltd.8.12%
2. HDFC Bank Ltd.5.49%
3. State Bank of India3.09%
4. Axis Bank Ltd.2.73%
5. Kotak Mahindra Bank Ltd.2.24%
6. Housing Development Finance Corporation Ltd.2.01%
7. Bank of Baroda1.78%
8. The Federal Bank Ltd.1.53%
9. Canara Bank1.23%
10. Indian Bank1.16%
11. Cholamandalam Investment & Finance Co. Ltd.1.10%
12. SBI Life Insurance Company Ltd.0.86%
13. Max Financial Services Ltd.0.75%
14. UTI Asset Management Co Ltd0.66%
15. IndusInd Bank Ltd.0.47%
16. SBI Cards & Payment Services Ltd.0.34%

1. Infosys Ltd.6.83%
2. Tata Consultancy Services Ltd.2.76%
3. Coforge Ltd.1.47%
4. MindTree Ltd.1.14%
5. Wipro Ltd.1.07%

1. Ashok Leyland Ltd.2.93%
2. Maruti Suzuki India Ltd.2.46%
3. Tata Motors Ltd.2.02%
4. Sona Blw Precision Forgings Ltd.1.15%
5. Subros Ltd.1.05%
6. Force Motors Ltd.0.70%
7. Bharat Forge Ltd.0.63%
8. Minda Industries Ltd.0.59%

1. BEML Ltd.1.99%
2. Schaeffler India Ltd.1.36%
3. ABB India Ltd.1.29%
4. Crompton Greaves Consumer Electricals Ltd.1.06%

1. Sun Pharmaceutical Industries Ltd.1.53%
2. Dr. Reddy's Laboratories Ltd.0.99%
3. IPCA Laboratories Ltd.0.95%
4. Divi's Laboratories Ltd.0.79%
5. Cipla Ltd.0.59%
6. Aurobindo Pharma Ltd.0.34%

1. Reliance Industries Ltd.3.61%
2. Bharat Petroleum Corporation Ltd.0.74%

1. Polycab India Ltd.4.14%

1. Bharti Airtel Ltd.3.19%

1. Zee Entertainment Enterprises Ltd.1.79%
2. PVR Ltd.0.94%

1. Hindustan Unilever Ltd.1.61%

1. Tata Steel Ltd.1.50%

1. Larsen & Toubro Ltd.1.42%

1. ITC Ltd.1.36%

1. VIP Industries Ltd.1.27%

1. Navin Fluorine International Ltd.1.15%

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.

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 NameRatingsAUMExpense Ratio
This FundBaroda BNP Paribas ELSS Tax Saver Fund Growth3886.99 CR2.23
This FundHSBC Tax Saver Equity Fund Growth0243.6 CR2.5
This FundPrincipal Personal Taxsaver Growth3332.68 CR2.55
This FundMotilal Oswal ELSS Tax Saver Fund Growth40 CR1.84
Fund Name1Y3Y
This FundBaroda BNP Paribas ELSS Tax Saver Fund Growth3.072858.5112
This FundHSBC Tax Saver Equity Fund Growth0.885659.1682
This FundPrincipal Personal Taxsaver Growth31.855859.2401
This FundMotilal Oswal ELSS Tax Saver Fund Growth12.575288.5844

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%
Returns of Principal Personal Taxsaver Growth are updated daily based on NAV of ₹ 299.26 as on Dec 27,2021. Since inception, the return has been 59.24%.

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