Principal Personal Tax Saver Fund (Equity, Equity Tax Saving)

Moderately High
21 yrs 12 monthsStarted on:31 Mar 1996
₹ 337.17 Cras on: 23 Feb 2018
Long Term Horizon
2.52%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

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.

Exit Load

Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 YR17.06
2 YR23.55
3 YR8.36

SIP Returns

TenureReturns (CAGR)
1 YR10.8
2 YR16.08
3 YR13.39
5 YR14.84
10 YR13.08

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.23
ICICI Bank Ltd.4.99
Larsen & Toubro Ltd.3.36
Reliance Industries Ltd.3.25
Housing Development Finance Corpn. Ltd.3.11
State Bank of India3.1
Infosys Ltd.2.91
United Spirits Ltd.2.32
Maruti Suzuki India Ltd.2.28
Hindustan Unilever Ltd.2.25

Top Sectoral Holdings

Sector Name% Assets
Financial30.59
FMCG13.32
Construction9.96
Energy8.66
Automobile8.38
Technology6.49
Healthcare6.21
Chemicals4.12
Metals3.93
Cons Durable2.1

Indicators

LabelValue
Portfolio turnover ratio54
Standard Deviation14.25%
Beta1.04%
Sharpe Ratio0.51

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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