Principal Tax Savings Fund (Equity, Equity Tax Saving)

217.02
17.57%
2
Capital Appreciation
Long Term Horizon
Moderately High
2.55%
21 yrs 9 months31 Mar 1996
₹ 379.33 Cr08 Dec 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
44.61
1 Month
1.20
3 Month
9.47
1 YR
42.28
2 YR
25.83
3 YR
16.06
TenureReturns (CAGR)
1 YR
37.77
2 YR
33.03
3 YR
24.47
5 YR
23.6
10 YR
17.72

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.68
ICICI Bank Ltd.4.25
Reliance Industries Ltd.3.34
State Bank of India3.09
United Spirits Ltd.2.78
Tata Motors Ltd.2.28
Asahi India Glass Ltd.2.19
Larsen & Toubro Ltd.2.17
Bajaj Electricals Ltd.2.13
Jain Irrigation Systems Ltd.2.1

Top Sectoral Holdings

Sector Name% Assets
Financial26.92
Construction13.62
FMCG10.67
Energy8.37
Automobile7.64
Chemicals7.21
Healthcare5.92
Technology5.17
Services2.59
Engineering2.57

Indicators

Portfolio turnover ratio43
Standard Deviation16.5%
Beta1.17%
Sharpe Ratio0.7

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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