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Principal Tax Savings Fund - Direct Plan

135.670 0.43 (0.32%)

NAV as on 19 Dec, 2014

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
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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:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -2.7 85
3 mth 0.8 78
6 mth 12.9 71
1 year 48.7 37
2 year 25.2 33
3 year - -
5 year - -

# Moneycontrol Rank within 90 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.1 25.4 4.0 - -
2013 -10.2 0.7 -1.5 16.4 6.9

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 -2.7 0.8 12.9 48.7 25.2 -- --
Category avg -0.8 3.8 16.9 45.4 21.9 14.4 7.1
Difference of Fund returns and Category returns -1.9 -3.0 -4.0 3.3 3.3 -- --
Best of category 2.7 11.7 36.1 83.5 38.4 40.5 22.9
Worst of category -3.0 -4.0 5.9 16.8 10.5 14.6 4.4
Benchmark returns # -1.8 1.9 10.0 37.0 17.9 22.2 10.2
Difference of Fund returns and Benchmark returns -0.9 -1.1 2.9 11.7 7.3 -- --
# 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 Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 0.53 (Sep-30-2014)
Minimum Investment Rs.500
Last Dividend N.A. 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 (%)
HDFC Tax Saver - Direct (G) Not Ranked
95.72 3.2 14.4 56.3 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 3.1 14.1 55.5 27.8 15.5
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 1.9 15.5 49.2 -- --
SBI Magnum Tax Gain (G) Rank 3
4,777.58 1.7 15.2 48.5 29.0 13.6
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 5.0 24.3 82.2 40.5 21.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 92.57
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.43

View All

Sector (%)
Top 3 N.A.

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