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Principal Tax Savings Fund

Equity: ELSS | Open Ended Scheme

NAV : 209.42

3.12 (1.49 %)

27-10-2020

Investment Objective

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

One Time Monthly
One Time Amount
Min Investment ₹2000
Min Investment ₹500.0

Returns (since Mar 31, 1996)

15.01%

10 Year Returns

9.54 %

Doubled Money

3 Years 8 Months

Sharp Ratio

0.58 %

Volatility

15.95 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
3 Years 8 Months
8 Years 11 Months
9 Years 6 Months
11 Years 6 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

FUND INFORMATION

Basic Details
Fund House:
PRINCIPAL Mutual Fund
Launch Date:
Mar 31, 1996
Expense Ratio:
2.56%
Fund Category Risk:
MODERATELY HIGH
Asset Size:
397.83 Cr
Fund Manager(s):
Sudhir Kedia
Investment Details
Status:
Open Ended Scheme
Minimum Investment:
500.0
Minimum Topup:
500.0
Return since Launch:
15.01%

PERFORMANCE

Scheme Performance (%)

Data as on - 27-10-2020

Yearly Performance (%)

RETURNS CALCULATOR

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.

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Principal Tax Savings Fund 31-03-1996 5.1 5.63 -0.54 8.06 9.54
Quant Tax Plan-Growth 01-04-2000 22.76 17.96 8.44 15.31 7.64
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 17.65 18.52 6.18 10.38 9.39
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 17.13 0.0 0.0 0.0 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 12.52 15.79 9.26 10.18 10.47
Mirae Asset Tax Saver Fund-Regular Plan-Growth 01-12-2015 10.62 13.59 7.27 0.0 0.0
Union Long Term Equity Fund - Growth Option 23-12-2011 7.59 11.58 4.6 6.02 0.0
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 01-08-2005 7.39 9.35 2.82 7.04 7.82
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 6.86 13.32 3.67 7.27 10.81
Shriram Long Term Equity Fund - Regular Growth 18-01-2019 5.43 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS

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