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SET SMS ALERT Relatively Weak performance in the category
The scheme is ranked 5 in ELSS category by Crisil. If you are invested in this scheme, its time to switch to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -5.3 | 39 |
| 3 mth | 0.4 | 41 |
| 6 mth | -7.8 | 40 |
| 1 year | 10.2 | 36 |
| 2 year | 2.3 | 38 |
| 3 year | - | 39 |
| 5 year | 3.0 | 33 |
# Moneycontrol Rank within 51 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -9.0 | - | - | - | - |
| 2012 | 15.9 | 0.4 | 8.8 | 4.8 | 34.7 |
| 2011 | -8.5 | -2.3 | -12.8 | -7.6 | -29.0 |
| 2010 | -0.4 | 3.4 | 13.9 | -2.8 | 15.5 |
| 2009 | -4.3 | 46.3 | 20.6 | -0.2 | 83.2 |
| 2008 | -33.9 | -13.7 | -4.9 | -30.0 | -63.4 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (ELSS)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -5.3 | 0.4 | -7.8 | 10.2 | 2.3 | -- | 3.0 |
| Category avg | -4.8 | 2.1 | -4.8 | 12.4 | 4.0 | 2.2 | 4.8 |
| Difference of Fund returns and Category returns | -0.5 | -1.7 | -3.0 | -2.2 | -1.7 | -- | -1.8 |
| Best of category | -2.4 | 7.8 | 1.1 | 21.0 | 11.0 | 9.6 | 14.3 |
| Worst of category | -7.5 | -0.9 | -15.7 | -8.1 | -14.8 | -12.5 | -7.3 |
| Benchmark returns # | -5.6 | 1.3 | -2.9 | 14.3 | 4.5 | 1.9 | 4.7 |
| Difference of Fund returns and Benchmark returns | 0.3 | -0.9 | -4.9 | -4.1 | -2.2 | -- | -1.7 |
Investment Objective
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Aug 26, 2002 |
| Benchmark | S&P BSE 100 |
| Asset Size (Rs cr) | 400.08 (Mar-30-2013) |
| Minimum Investment | Rs.500 |
| Last Dividend | Rs.40.00 (Mar-25-2008) View Dividend History |
| Bonus | N.A. |
| Fund Manager | Anupam Tiwari View performance of schemes managed by the Fund Manager |
| Notes | Switching Option available (after lock-in period is over) |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 |
| customer@principalindia.com | |
| Website | http://www.principalindia.com/ |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | -0.2 | -6.9 | 7.3 | 1.5 | 10.4 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 3.8 | -8.3 | 9.5 | 4.6 | 11.1 |
| Birla SL Tax Relief 96 (G) | Rank 5 |
703.13 | 3.7 | -4.4 | 16.7 | -0.4 | 6.0 |
| Birla SL Tax Relief 96 (D) | Not Ranked |
776.80 | 3.7 | -8.0 | 12.3 | -3.2 | 4.1 |
| Sundaram Tax Saver (G) | Rank 4 |
1,380.96 | 0.8 | -5.0 | 13.0 | 2.6 | 7.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ITC | Tobacco | 28.57 | 7.71 |
| ICICI Bank | Banking/Finance | 25.63 | 6.92 |
| Reliance | Oil & Gas | 22.48 | 6.07 |
| Infosys | Technology | 20.49 | 5.53 |
| HDFC | Banking/Finance | 20.12 | 5.43 |
| Tata Motors | Automotive | 18.74 | 5.06 |
| Divis Labs | Pharmaceuticals | 17.82 | 4.81 |
| HDFC Bank | Banking/Finance | 15.97 | 4.31 |
| Jindal Steel | Metals & Mining | 15.82 | 4.27 |
| SBI | Banking/Finance | 15.43 | 4.17 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 27.34 | 29.22 | 21.57 |
| Oil & Gas | 13.40 | 15.43 | 7.55 |
| Technology | 11.40 | 17.26 | 11.40 |
| Automotive | 8.31 | 9.77 | 5.07 |
| Tobacco | 7.71 | 7.71 | 5.08 |
| Telecom | 5.90 | 5.90 | 1.26 |
| Equity | 96.15 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 3.85 |
| Holdings | (%) |
|---|---|
| Top 5 | 31.66 |
| Top 10 | 54.28 |
| Sector | (%) |
|---|---|
| Top 3 | 52.14 |
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