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  2. Principal Tax Savings Fund - Direct Plan

Principal Tax Savings Fund - Direct Plan

Category: Equity Linked Savings Schemes (ELSS)
Launch Date: 02-01-2013
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 1.35% As on (30-04-2018)
Status: Open Ended Schemes(ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 408.66 Cr As on (30-04-2018)
Turn over: 40%
NAV as on

(%)

CAGR Since Inception

%

S&P BSE 200 13.84%

PERFORMANCE of Principal Tax Savings Fund - Direct Plan

Scheme Performance (%)

Data as on - 24-05-2018

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 - Direct Plan

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 - Direct Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Tax Savings Fund - Direct Plan 15.95 0.91 3.83 1.22 - -
Equity Linked Savings Schemes (ELSS)

PEER COMPARISION of Principal Tax Savings Fund - Direct Plan

Period
Data as on - 24-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Principal Tax Savings Fund - Direct Plan

Asset Allocation (%)

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