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Principal Personal Tax Saver Fund

159.280 2.25 (1.39%)

NAV as on 30 Jan, 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 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:
 
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Returns (NAV as on 30 Jan, 2015)

Period Returns (%) Rank #
1 mth 6.5 30
3 mth 7.7 73
6 mth 18.4 73
1 year 56.3 69
2 year 25.0 70
3 year 23.8 31
5 year 13.1 36

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 6.5 7.7 18.4 56.3 25.0 23.8 13.1
Category avg 5.9 10.4 22.2 62.0 27.2 22.5 13.2
Difference of Fund returns and Category returns 0.6 -2.7 -3.8 -5.7 -2.2 1.3 -0.1
Best of category 10.2 20.4 41.7 108.2 45.7 36.3 25.0
Worst of category 2.0 2.1 10.6 22.3 14.4 14.7 5.7
Benchmark returns # 6.8 8.2 13.3 47.5 20.8 20.4 11.9
Difference of Fund returns and Benchmark returns -0.3 -0.5 5.1 8.8 4.2 3.4 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) 370.26 (Dec-31-2014)
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 (%)
SBI Magnum Tax Gain (G) Rank 3
4,936.06 10.4 21.1 64.8 27.7 15.8
HDFC Tax Saver (G) Rank 4
4,794.48 6.2 18.5 68.5 25.0 16.3
Reliance Tax Saver (ELSS) (G) Rank 1
3,398.91 11.1 31.2 106.6 36.3 22.5
Axis Long Term Equity Fund (G) Rank 1
2,933.79 12.4 27.3 81.3 36.2 25.0
ICICI Pru Tax Plan (G) Rank 3
2,283.67 6.8 19.0 64.8 28.4 18.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 25.14 6.79
Larsen Engineering 20.40 5.51
Infosys Technology 20.03 5.41
SBI Banking/Finance 18.88 5.10
Tata Motors Automotive 17.59 4.75
Tech Mahindra Technology 16.07 4.34
Shree Cements Cement 15.18 4.10
Divis Labs Pharmaceuticals 14.59 3.94
Axis Bank Banking/Finance 14.51 3.92
HDFC Bank Banking/Finance 14.40 3.89

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 30.85 61.44 25.98
Technology 15.31 27.94 8.99
Automotive 11.60 24.80 8.50
Engineering 8.95 18.36 6.72
Oil & Gas 7.02 19.20 7.02
Cement 6.63 13.04 3.06

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 97.68
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.32

View All

Concentration

Holdings (%)
Top 5 27.56
Top 10 47.75
Sector (%)
Top 3 57.76

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