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Principal Tax Savings Fund

139.610 2.48 (1.75%)

NAV as on 20 Apr, 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 20 Apr, 2015)

Period Returns (%) Rank #
1 mth 0.6 19
3 mth -2.8 72
6 mth 8.1 76
1 year 37.9 61
2 year 32.2 30
3 year 25.9 14
5 year 13.6 22

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.3 - - - -
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 -2.8 8.1 37.9 32.2 25.9 13.6
Category avg -0.5 -0.9 12.6 39.9 27.2 19.7 10.7
Difference of Fund returns and Category returns 1.1 -1.9 -4.5 -2.0 5.0 6.2 2.9
Best of category 3.0 6.2 24.5 68.8 47.6 34.5 23.1
Worst of category -2.8 -7.5 0.4 8.6 11.2 10.1 3.7
Benchmark returns # -1.2 -1.7 9.7 28.9 22.5 17.8 9.8
Difference of Fund returns and Benchmark returns 1.8 -1.1 -1.6 9.0 9.7 8.1 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) 272.55 (Mar-31-2015)
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
5,212.24 -1.1 12.1 41.2 24.5 14.0
HDFC Tax Saver (G) Rank 4
8,416.23 -3.6 8.0 38.3 22.5 13.9
Reliance Tax Saver (ELSS) (G) Rank 1
4,094.47 -1.8 11.1 63.2 29.9 19.8
Axis Long Term Equity Fund (G) Rank 1
4,161.99 2.2 20.8 60.5 34.5 23.1
ICICI Pru Tax Plan (G) Rank 3
2,477.60 -1.0 8.6 40.4 26.7 15.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 14.03 5.03
SBI Banking/Finance 10.58 3.80
Dewan Housing Banking/Finance 8.56 3.07
Maruti Suzuki Automotive 8.22 2.95
Infosys Technology 8.21 2.94
Axis Bank Banking/Finance 7.83 2.81
HCL Tech Technology 7.82 2.81
Tata Motors Automotive 7.57 2.71
HDFC Bank Banking/Finance 7.53 2.70
HDFC Banking/Finance 7.18 2.57

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 26.05 50.28 19.86
Technology 12.99 23.90 10.50
Automotive 10.31 21.80 10.13
Cement 7.73 14.04 3.26
Pharmaceuticals 6.59 11.64 3.48
Metals & Mining 4.54 11.52 2.75

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 95.48
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.52

View All

Concentration

Holdings (%)
Top 5 17.79
Top 10 31.39
Sector (%)
Top 3 49.35

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