Principal Personal Tax Saver Fund (Equity, Tax Planning)

195.47
20.71%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.53%
21 yrs 7 months31 Mar 1996
₹ 320.01 Cr18 Oct 2017

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Minimum Investment

  • ₹ 500.00 for Lumpsum

Exit Load

Nil

Investment Objective

The scheme is due for redemption in 2006. The scheme seeks capital appreciation with at least 80 per cent exposure to equities, FCDs, preference shares and bonds of companies. The scheme can make investments in money market instruments up to 20 per cent. The scheme offers liquidity through repurchase at NAV.

Scheme Documents

TenureReturns (CAGR)
YTD
25.62
3 Month
3.40
1 YR
14.92
2 YR
12.65
3 YR
12.22
TenureReturns (CAGR)
1 YR
23.24
2 YR
19.47
3 YR
14.01
5 YR
15.9
10 YR
12.92

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.87
ICICI Bank Ltd.4.55
State Bank of India3.96
Britannia Industries Ltd.3.77
Housing Development Finance Corpn. Ltd.3.46
Larsen & Toubro Ltd.3.1
Hindustan Unilever Ltd.3.02
Maruti Suzuki India Ltd.2.89
Hindalco Industries Ltd.2.85
Reliance Industries Ltd.2.78

Top Sectoral Holdings

Sector Name% Assets
Financial33.75
Construction10.94
FMCG9.64
Automobile9.3
Energy8.29
Healthcare7.8
Metals4.86
Technology4.7
Chemicals2.5
Services2.22

Indicators

Portfolio turnover ratio49
Standard Deviation14.31%
Beta1.03%
Sharpe Ratio0.42

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.

Other Funds Managed by P V K Mohan

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