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Principal Tax Savings Fund

144.270 2.83 (2.00%)

NAV as on 27 Feb, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : PRINCIPAL Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Mar 2014) down from Rank 2 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 27 Feb, 2015)

Period Returns (%) Rank #
1 mth -0.6 42
3 mth 3.2 74
6 mth 14.0 71
1 year 58.5 42
2 year 35.5 28
3 year 27.5 10
5 year 15.4 22

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.0 25.3 3.9 6.8 -
2013 -9.4 0.5 -1.5 16.3 7.5
2012 20.4 -0.8 10.4 8.7 46.2
2011 -10.6 -3.4 -11.4 -8.1 -30.7
2010 0.6 1.1 11.2 -1.1 13.9

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.6 3.2 14.0 58.5 35.5 27.5 15.4
Category avg -1.1 5.5 16.9 55.2 30.6 20.6 12.8
Difference of Fund returns and Category returns 0.5 -2.3 -2.9 3.3 4.9 6.9 2.6
Best of category 2.5 11.8 32.8 103.0 50.9 35.0 24.6
Worst of category -6.7 -2.3 6.7 13.6 16.3 13.1 6.1
Benchmark returns # -0.4 5.3 13.2 46.6 24.7 19.6 11.6
Difference of Fund returns and Benchmark returns -0.2 -2.1 0.8 11.9 10.8 7.9 3.8
Principal Tax Savings Fund Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors The scheme aims at providing returns through capital appreciation.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Mar 31, 1996
Benchmark S&P BSE 200
Asset Size (Rs cr) 260.43 (Dec-31-2014)
Minimum Investment Rs.500
Last Dividend Rs.8.00 (Mar-31-2008) View Dividend History
Bonus N.A.
Fund Manager P. V. K. Mohan
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Principal Mutual Fund, Exchange Plaza, 'B' Wing, 2nd Floor, NSE Building, Bandra Kurla Complex, Bandra (E), Mumbai, 400 051
Tel. No. 022 - 2202 1111
Fax No. 91 22 2204 4990
Email customer@principalindia.com
Website http://www.principalindia.com/

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Magnum Tax Gain (G) Rank 3
4,936.06 6.3 16.2 57.7 25.9 15.7
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 6.5 16.5 58.5 -- --
HDFC Tax Saver (G) Rank 4
4,794.48 0.6 11.6 62.1 22.5 15.9
HDFC Tax Saver - Direct (G) Not Ranked
115.70 0.7 11.8 62.9 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 7.9 26.2 103.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 14.62 5.21
SBI Banking/Finance 10.84 3.87
PC Jeweller Services 8.47 3.02
Maruti Suzuki Automotive 8.28 2.95
Dewan Housing Banking/Finance 8.16 2.91
Infosys Technology 7.66 2.73
HDFC Bank Banking/Finance 7.57 2.70
Axis Bank Banking/Finance 7.52 2.68
Tata Motors Automotive 7.46 2.66
HCL Tech Technology 6.94 2.47

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 25.35 50.28 19.86
Technology 12.07 23.90 10.50
Automotive 10.58 21.80 10.13
Cement 7.62 14.04 2.44
Pharmaceuticals 7.57 11.64 3.48
Metals & Mining 4.80 11.52 2.75

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 97.06
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.94

View All

Concentration

Holdings (%)
Top 5 17.96
Top 10 31.20
Sector (%)
Top 3 48.00

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