Principal Tax Savings Fund - Direct Plan

Fund Returns

NAV Rs. 210.65 0.40 %
(as on Dec. 11, 2019)
1 yr Return 4.35 %
3 yr. Return 10.76 %
5 yr. Return 9.00 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 210.65 0.40 %
(as on Dec. 11, 2019)
4.35 % 10.76 % 9.00 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Nov. 29, 2019
Fund Size Rs. 401.09 cr.
Category Equity | Tax Savings
Fund Manager Ravi Gopalakrishnan
AMC Principal Pnb Asset Management Co. Pvt. Ltd.
Fund Benchmark Nifty 500 Index
Risk Profile Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 500.00
Min. Investment SIP Rs. 0.00
Expense Ratio 2.07 %
Exit load Nil

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.05 6.95 -2.82 4.35 10.76 9.0
Rank Within Category 143 138 None 96 41 33

AMC Contact Information

AMC Principal Pnb Asset Management Co. Pvt. Ltd.
Address Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East), Mumbai - 400 051
Email customer@principalindia.com
Website https://www.principalindia.com/

Scheme Details

Launch Date Nov. 29, 2019 Fund Size Rs. 401.09 cr.
Category Equity | Tax Savings Fund Manager Ravi Gopalakrishnan
AMC Principal Pnb Asset Management Co. Pvt. Ltd. Fund Benchmark Nifty 500 Index
Risk Profile Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 500.00 Rs. 0.00 2.07 % Nil

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.05 6.95 -2.82 4.35 10.76 9.0
Rank Within Category 143 138 None 96 41 33

AMC Contact Information

AMC Principal Pnb Asset Management Co. Pvt. Ltd.
Address Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East), Mumbai - 400 051
Email customer@principalindia.com
Website https://www.principalindia.com/