Principal Tax Savings Fund
NAV
(as on 15-02-2019)
3 YRS CAGR
(as on 15-02-2019)16.93%
CAGR since inception
(since 31-03-1996)13.75%
AUM
(as on 31-Jan-2019)376.06 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
Horizon
Age
Performance
Suitable for
2. Investment in equity and equity related securities including equity derivatives of companies across market capitalization.
Investment Objective
WHY INVEST IN Principal Tax Savings Fund?
• It aims at long term wealth creation for the investors.
• It is a diversified equity fund that seeks to invest in fundamentally strong companies across market capitalization.
• The fund seeks to outperform the benchmark across market cycles largely due to its muti-cap investment flexibility.
• The fund has almost 22 years track record across multiple market cycles.
minimum investment
expense ratio
options
OTHER DETAILS
Exit Load:
NilSIP/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
fund manager
Scheme Document & Forms
Fact Sheet
KIM