Principal Tax Savings Fund (Equity, Tax Planning)

189.99
17.10%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.57%
21 yrs 5 months31 Mar 1996
₹ 349.37 Cr21 Aug 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
26.60
3 Month
2.52
1 YR
21.73
2 YR
15.74
3 YR
14.54
TenureReturns (CAGR)
1 YR
22.77
2 YR
23.74
3 YR
17.45
5 YR
20.41
10 YR
15.42

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.85
ICICI Bank Ltd.4.5
ITC Ltd.3.42
State Bank of India3.24
Reliance Industries Ltd.3.2
Infosys Ltd.2.8
Tata Motors Ltd.2.69
United Spirits Ltd.2.35
Larsen & Toubro Ltd.2.34
Asahi India Glass Ltd.2.32

Top Sectoral Holdings

Sector Name% Assets
Financial27.63
Construction13.85
FMCG11.35
Automobile7.49
Healthcare6.03
Chemicals5.41
Technology5.28
Energy4.05
Services2.66
Engineering2.56

Indicators

Portfolio turnover ratio42
Standard Deviation15.95%
Beta1.15%
Sharpe Ratio0.81

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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