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Principal Personal Tax Saver Fund

154.830 0.59 (0.38%)

NAV as on 03 Jul, 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

Below average performance in the category

The scheme is ranked 4 in ELSS category by Crisil (for quarter ended Mar 2015) 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 03 Jul, 2015)

Period Returns (%) Rank #
1 mth 3.9 61
3 mth -1.4 45
6 mth 2.2 62
1 year 12.3 76
2 year 29.5 60
3 year 20.6 37
5 year 10.7 40

# Moneycontrol Rank within 95 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.2 -2.1 - - -
2014 9.7 17.6 4.0 6.7 -
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

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 3.9 -1.4 2.2 12.3 29.5 20.6 10.7
Category avg 4.0 -1.5 3.5 18.1 28.5 19.7 10.8
Difference of Fund returns and Category returns -0.1 0.1 -1.3 -5.8 1.0 0.9 -0.1
Best of category 6.3 2.8 13.2 39.3 47.4 33.6 22.4
Worst of category 1.0 -4.8 -3.3 -0.1 12.0 11.3 4.0
Benchmark returns # 4.3 -2.3 1.3 9.3 22.1 17.4 9.7
Difference of Fund returns and Benchmark returns -0.4 0.9 0.9 3.0 7.4 3.2 1.0
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) 373.58 (Mar-31-2015)
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 (%)
Axis Long Term Equity Fund (G) Rank 1
4,161.99 -2.3 6.2 30.0 33.6 22.3
Axis Long Term Equity - Direct (G) Not Ranked
83.73 -2.0 6.8 31.8 -- --
HDFC Tax Saver (G) Rank 5
5,000.51 -2.5 -2.6 7.7 21.7 12.8
HDFC Tax Saver - Direct (G) Not Ranked
146.68 -2.4 -2.4 8.2 -- --
SBI Magnum Tax Gain - Direct (G) Not Ranked
84.46 0.3 8.0 21.4 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
Tata Motors Automotive 19.92 5.64
Infosys Technology 19.61 5.55
HDFC Bank Banking/Finance 18.90 5.35
ICICI Bank Banking/Finance 15.57 4.41
Axis Bank Banking/Finance 15.51 4.39
HDFC Banking/Finance 14.30 4.05
Larsen Engineering 12.85 3.64
HCL Tech Technology 11.99 3.39
TCS Technology 11.23 3.18
ITC Tobacco 11.19 3.17

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 26.64 61.44 26.07
Technology 13.21 27.94 8.99
Automotive 12.11 24.80 8.50
Pharmaceuticals 8.96 8.96 3.98
Oil & Gas 5.96 19.20 5.96
Engineering 5.29 18.36 5.29

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 93.89
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.11

View All

Concentration

Holdings (%)
Top 5 25.34
Top 10 42.77
Sector (%)
Top 3 51.96

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