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Principal Tax Savings Fund - Direct Plan

145.800 2.86 (2.00%)

NAV as on 27 Feb, 2015

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 27 Feb, 2015)

Period Returns (%) Rank #
1 mth -0.6 40
3 mth 3.3 72
6 mth 14.3 69
1 year 59.2 40
2 year 36.1 21
3 year - -
5 year - -

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.1 25.4 4.0 6.9 -
2013 -10.2 0.7 -1.5 16.4 6.9

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 3.3 14.3 59.2 36.1 -- --
Category avg -1.0 5.5 16.9 55.2 30.7 20.6 12.8
Difference of Fund returns and Category returns 0.4 -2.2 -2.6 4.0 5.4 -- --
Best of category 2.5 11.8 32.8 103.0 50.9 35.0 24.6
Worst of category -6.7 -2.3 6.7 13.6 16.3 13.1 6.1
Benchmark returns # -0.1 4.7 13.6 47.3 26.2 18.9 11.7
Difference of Fund returns and Benchmark returns -0.5 -1.4 0.7 11.9 9.9 -- --
# 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 Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 0.67 (Dec-31-2014)
Minimum Investment Rs.500
Last Dividend N.A. 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
4,936.06 6.3 16.2 57.7 25.9 15.7
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 6.5 16.5 58.5 -- --
HDFC Tax Saver (G) Rank 4
4,794.48 0.6 11.6 62.1 22.5 15.9
HDFC Tax Saver - Direct (G) Not Ranked
115.70 0.7 11.8 62.9 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
58.71 7.9 26.2 103.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 14.62 5.21
SBI Banking/Finance 10.84 3.87
PC Jeweller Services 8.47 3.02
Maruti Suzuki Automotive 8.28 2.95
Dewan Housing Banking/Finance 8.16 2.91
Infosys Technology 7.66 2.73
HDFC Bank Banking/Finance 7.57 2.70
Axis Bank Banking/Finance 7.52 2.68
Tata Motors Automotive 7.46 2.66
HCL Tech Technology 6.94 2.47

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 25.35 50.28 19.86
Technology 12.07 23.90 10.50
Automotive 10.58 21.80 10.13
Cement 7.62 14.04 2.44
Pharmaceuticals 7.57 11.64 3.48
Metals & Mining 4.80 11.52 2.75

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 97.06
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.94

View All

Concentration

Holdings (%)
Top 5 17.96
Top 10 31.20
Sector (%)
Top 3 48.00

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