1. Advisorkhoj
  2. Principal Personal Tax Saver Fund

Principal Personal Tax Saver Fund

Category: Equity: ELSS
Launch Date: 31-03-1996
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 2.59% As on (30-06-2018)
Status: Open Ended Schemes(ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 284.5 Cr As on (30-06-2018)
Turn over: 57%
NAV as on 14-08-2018

200.78

1.34 (0.6674%)

CAGR Since Inception

18.77%

S&P BSE 100 TRI 10.1%

PERFORMANCE of Principal Personal Tax Saver Fund

Scheme Performance (%)

Data as on - 14-08-2018

Yearly Performance (%)

Fund Managers

Mr. P V K Mohan

Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore. Prior to joining Principal AMC he has worked with UTI AMC.

Investment Objective

The scheme is due for redemption in 2006. The scheme seeks capital appreciation with at least 80 per cent exposure to equities, FCDs, preference shares and bonds of companies. The scheme can make investments in money market instruments up to 20 per cent. The scheme offers liquidity through repurchase at NAV.

RETURNS CALCULATOR for Principal Personal Tax Saver Fund

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Principal Personal Tax Saver Fund

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Personal Tax Saver Fund 14.23 0.64 -3.4 1.01 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Principal Personal Tax Saver Fund

Period
Data as on - 14-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Principal Personal Tax Saver Fund 31-03-1996 8.8 10.5 8.11 16.6 9.4
Invesco India Tax Plan - Growth 29-12-2006 20.37 17.46 12.52 23.35 17.36
Axis Long Term Equity Fund - Growth 29-12-2009 19.98 16.97 11.64 25.15 0.0
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 19.33 19.31 12.46 20.27 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 18.57 16.92 10.94 18.47 0.0
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 17.86 18.3 13.05 18.75 12.45
Aditya Birla Sun Life Tax Relief 96 - Growth Option 06-03-2008 17.45 17.48 12.95 24.18 14.55
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 02-02-1999 17.39 17.18 12.59 23.46 14.15
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 19-08-1999 16.71 12.35 10.13 20.79 15.2
Mirae Asset Tax Saver Fund-Regular Plan-Growth 28-12-2015 14.97 22.58 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Principal Personal Tax Saver Fund

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback