SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > ELSS > PRINCIPAL Mutual Fund > Principal Personal Tax Saver Fund - Direct Plan

Principal Personal Tax Saver Fund - Direct Plan

161.720 1.49 (0.93%)

NAV as on 23 Jan, 2015

CRISIL MF RANK

Not Ranked

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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 23 Jan, 2015)

Period Returns (%) Rank #
1 mth - 148
3 mth - 145
6 mth - 127
1 year - 146
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 9.9 17.8 4.2 6.9 -
2013 -9.6 -0.2 0.4 10.1 2.0

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 -- -- -- -- -- -- --
Category avg 8.0 13.9 20.4 58.2 27.3 23.0 12.9
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 10.9 22.7 40.0 103.0 46.3 37.0 25.0
Worst of category 4.2 5.4 9.7 20.6 15.7 15.5 5.4
Benchmark returns # 7.1 10.2 13.2 40.8 20.8 20.9 11.5
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

The investment objective of the scheme is to provide long term growth of capital. The Investment Manager will aim to achieve a return on assets in excess of the performance of BSE 100 Index.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 100
Asset Size (Rs cr) 1.63 (Dec-31-2014)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Anupam Tiwari
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 13.7 18.8 59.6 28.1 15.3
HDFC Tax Saver (G) Rank 4
4,794.48 11.9 17.1 67.2 26.1 16.5
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 12.6 26.4 101.4 36.5 21.9
Axis Long Term Equity Fund (G) Rank 1
2,933.79 16.2 27.2 78.7 37.0 25.0
ICICI Pru Tax Plan (G) Rank 2
2,283.67 9.9 17.2 60.1 29.1 17.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 0.11 6.79
Larsen Engineering 0.09 5.51
Infosys Technology 0.09 5.41
SBI Banking/Finance 0.08 5.10
Tata Motors Automotive 0.08 4.75
Tech Mahindra Technology 0.07 4.34
Shree Cements Cement 0.07 4.10
Divis Labs Pharmaceuticals 0.06 3.94
Axis Bank Banking/Finance 0.06 3.92
HDFC Bank Banking/Finance 0.06 3.89

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 30.85 61.44 25.98
Technology 15.31 27.94 8.99
Automotive 11.60 24.80 8.50
Engineering 8.95 18.36 6.72
Oil & Gas 7.02 19.20 7.18
Cement 6.63 13.04 3.06

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 97.68
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.32

View All

Concentration

Holdings (%)
Top 5 27.56
Top 10 47.75
Sector (%)
Top 3 57.76

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.