NAV
(as on 15-01-2021)
3 YRS CAGR
(as on 15-01-2021)4.06%
CAGR since inception
(since 01-01-2013)11.79%
AUM
(as on 2020-12-31)283.38 Cr
* Different plans shall have a different expense structure. Past performance may or may not be sustained in future. Returns (in %) less than one year are absolute. Returns (in %) for one year or more are calculated on Compounded Annualized Basis (CAGR). Performance of the dividend option for the investors would be net of dividend distribution tax, as applicable.
| This Fund | Benchmark | Additional Benchmark |
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* Different plans shall have a different expense structure. Past performance may or may not be sustained in future. Returns (in %) less than one year are absolute. Returns (in %) for one year or more are calculated on Compounded Annualized Basis (CAGR). Performance of the dividend option for the investors would be net of dividend distribution tax, as applicable.
* Different plans shall have a different expense structure. Past performance may or may not be sustained in future. Returns (in %) less than one year are absolute. Returns (in %) for one year or more are calculated on Compounded Annualized Basis (CAGR). Performance of the dividend option for the investors would be net of dividend distribution tax, as applicable.
Benchmark
Additional Benchmark
Horizon
Age
Performance
Suitable for
2. Investment in equity and equity related securities including equity derivatives of large capitalization companies.
Investment Objective
WHY INVEST IN Principal Personal Tax Saver Fund?
• It is a diversified equity fund that invests in fundamentally strong companies across market capitalization.
• It aims to outperform benchmark across market cycles owing to its multi cap investment flexibility.
minimum investment
options
OTHER DETAILS
Exit Load:
SIP/STP/RWP -Available
SIP - Rs 500*
STP - Rs 500*
RWP - Rs 500*
(STP and RWP - Available after lock-in period)
*6 installments each
Cut Off Time
Fresh subscription discontinued. Invest in Principal Tax Savings Fund for ELSS- Click here
fund managers
Sudhir Kedia
Scheme Document & Forms
