Principal Tax Savings Fund (Equity, Tax Planning)

206.31
17.42%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.58%
21 yrs 7 months31 Mar 1996
₹ 347.39 Cr18 Oct 2017

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Minimum Investment

  • ₹ 500.00 for Lumpsum

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.

Scheme Documents

TenureReturns (CAGR)
YTD
37.48
1 Month
0.64
3 Month
5.99
1 YR
25.26
2 YR
20.64
3 YR
17.81
TenureReturns (CAGR)
1 YR
35.55
2 YR
29.97
3 YR
21.92
5 YR
22.55
10 YR
16.81

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.24
ICICI Bank Ltd.4.39
Reliance Industries Ltd.3.11
State Bank of India2.81
Asahi India Glass Ltd.2.74
Tata Motors Ltd.2.61
Rico Auto Inds. Ltd.2.46
Bombay Burmah Trdg. Corpn. Ltd.2.26
Larsen & Toubro Ltd.2.25
United Spirits Ltd.2.23

Top Sectoral Holdings

Sector Name% Assets
Financial28.97
Construction14.24
FMCG10.07
Automobile8.85
Energy7.27
Healthcare6.3
Chemicals5.66
Technology5.25
Services2.62
Engineering2.51

Indicators

Portfolio turnover ratio48
Standard Deviation16%
Beta1.15%
Sharpe Ratio0.68

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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