Principal Tax Savings Fund - Direct Plan

Principal Tax Savings Fund - Direct Plan of Principal Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

1.58

Age

NA Years

Fund Manager

P V K Mohan

AuM (Rs Crores)

373.8273

Asset Class

ELSS

Net Asset Value:

204.32

Rating

2

Bench Mark

S&P BSE 200 TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

.38 Times

Fund Manager Details:

P V K Mohan B.Tech, PGDM from IIM, Bangalore Over 16 Years of experience in indian equity markets, Prior assignments were with ICICI Prudential Asset Mgmt. Company Limited, DSP BlackRock Investment Managers Private Limited and IL&FS Mutual Fund

Objective:

The objective of the scheme is 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 over the life of the scheme.

Top Holdings:

  • Banks (2.36)
  • IT - Software (8.67)
  • FMCG (7.52)
  • Pharmaceuticals (4.72)
  • Automobile (4.51)
  • Cement (4.9)
  • Refineries (4.6)
  • Power Generation & Distribution (4.5)
  • Tobacco Products (3.73)
  • Finance (3.72)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition