Principal Personal Tax saver Fund - Direct (G)

Principal Personal Tax saver Fund - Direct (G)

Moderately HighEquityTax Saving
Not Rated
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Scheme Details

-%

Expense Ratio

₹333 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
32.37%
17.21%
14.98%
13.23%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Principal Personal Tax saver Fund - Direct (G)
32.37%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
52.9%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%

Holdings

Holdings
Sector Wise
ICICI Bank
8.12%
Infosys
6.83%
HDFC Bank
5.49%
Polycab India
4.14%
Reliance Inds PP
3.61%

Fund Manager

S
Sudhir Kedia