Principal Tax Savings Fund (Equity, Equity Tax Saving)

Moderately High
21 yrs 11 monthsStarted on:31 Mar 1996
₹ 397.9 Cras on: 16 Feb 2018
Long Term Horizon
2.60%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

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

Exit Load

Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.57
1 YR30.37
2 YR34.76
3 YR14.36

SIP Returns

TenureReturns (CAGR)
1 YR17.84
2 YR25.84
3 YR21.37
5 YR21.54
10 YR17.26

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.87
ICICI Bank Ltd.4.46
Reliance Industries Ltd.3.34
Larsen & Toubro Ltd.3.25
State Bank of India2.91
Housing Development Finance Corpn. Ltd.2.88
Infosys Ltd.2.78
Phillips Carbon Black Ltd.2.3
United Spirits Ltd.2.26
Jain Irrigation Systems Ltd.2.18

Top Sectoral Holdings

Sector Name% Assets
Financial28.06
Construction13.06
FMCG10.32
Energy8.49
Automobile7.6
Chemicals7.42
Technology5.92
Healthcare5.21
Services2.52
Engineering2.21

Indicators

LabelValue
Portfolio turnover ratio44
Standard Deviation16.32%
Beta1.19%
Sharpe Ratio0.8

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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