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Principal Tax Savings Fund

Category: Equity: ELSS
Launch Date: 31-03-1996
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.62% As on (31-10-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 379.42 Cr As on (30-11-2018)
Turn over: 37%
NAV as on 17-12-2018

202.29

1.17 (0.5784%)

CAGR Since Inception

16.16%

NIFTY 500 TRI 16.7%

PERFORMANCE of Principal Tax Savings Fund

Scheme Performance (%)

Data as on - 17-12-2018

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 fund seeks to build a high quality growth oriented portfolio to provide long term capital appreciation through investment primarily in equities.

RETURNS CALCULATOR for Principal Tax Savings Fund

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 Tax Savings Fund

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Tax Savings Fund 15.95 0.58 3.51 1.15 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Principal Tax Savings Fund

Period
Data as on - 17-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Principal Tax Savings Fund 31-03-1996 -6.5 16.08 13.21 18.06 16.52
Axis Long Term Equity Fund - Growth 29-12-2009 6.2 18.72 12.69 20.77 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 5.14 16.25 10.93 15.33 0.0
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 3.81 0.0 0.0 0.0 0.0
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 3.44 17.74 13.23 15.28 16.77
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 19-08-1999 2.49 12.44 9.82 16.55 20.46
LIC MF Tax Plan-Regular Plan-Growth 31-03-1997 1.79 15.45 12.23 15.59 14.35
Invesco India Tax Plan - Growth 29-12-2006 1.64 15.43 12.17 18.78 20.02
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 0.88 20.45 0.0 0.0 0.0
Indiabulls Tax Savings Fund-Regular Plan-Growth Option 20-12-2017 0.0 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Principal Tax Savings Fund

Asset Allocation (%)

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