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Principal Personal Tax Saver Fund

142.900 0.87 (0.61%)

NAV as on 17 Dec, 2014

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

Below average performance in the category

The scheme is ranked 4 in ELSS category by Crisil (for quarter ended Mar 2014) rank unchanged from 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

Close Switching Option available (after lock-in period is over)
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 17 Dec, 2014)

Period Returns (%) Rank #
1 mth -5.5 75
3 mth -1.6 77
6 mth 7.5 80
1 year 39.6 69
2 year 19.0 52
3 year 23.7 27
5 year 10.4 35

# Moneycontrol Rank within 90 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 9.7 17.6 4.0 - -
2013 -9.0 -0.4 0.3 10.0 2.3
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

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 -5.5 -1.6 7.5 39.6 19.0 23.7 10.4
Category avg -3.9 1.2 12.9 43.2 16.3 13.4 6.7
Difference of Fund returns and Category returns -1.6 -2.8 -5.4 -3.6 2.7 10.3 3.7
Best of category 0.5 10.1 32.4 82.1 36.5 38.1 22.3
Worst of category -7.2 -6.4 1.7 15.4 9.3 13.0 3.8
Benchmark returns # -5.1 0.3 4.2 31.6 16.8 20.6 9.2
Difference of Fund returns and Benchmark returns -0.4 -1.9 3.3 8.0 2.2 3.1 1.2
Principal Personal Tax Saver Fund Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: S&P BSE 100

Investment Info

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.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Aug 26, 2002
Benchmark S&P BSE 100
Asset Size (Rs cr) 369.00 (Sep-30-2014)
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)

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 -0.1 9.7 53.5 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 -0.2 9.5 52.7 25.9 14.9
SBI Magnum Tax Gain (G) Rank 3
4,777.58 -0.9 11.5 45.9 27.2 12.8
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 -0.8 11.8 46.6 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 2.2 19.6 80.8 38.1 20.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 28.81 7.56
Larsen Engineering 23.12 6.07
Infosys Technology 22.53 5.91
ITC Tobacco 21.17 5.56
SBI Banking/Finance 19.33 5.07
Shree Cements Cement 17.16 4.51
Tata Motors Automotive 17.14 4.50
Divis Labs Pharmaceuticals 16.29 4.28
Reliance Oil & Gas 15.95 4.19
Tech Mahindra Technology 15.95 4.19

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 30.30 32.86 24.59
Technology 13.34 21.33 8.99
Automotive 11.65 13.00 8.50
Oil & Gas 10.58 11.59 7.18
Engineering 9.29 14.65 4.18
Cement 6.26 6.26 2.08

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 98.34
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.66

View All

Concentration

Holdings (%)
Top 5 30.17
Top 10 51.84
Sector (%)
Top 3 55.29

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