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Principal Tax Savings Fund

139.530 0.13 (0.09%)

NAV as on 28 May, 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

Average performance in the category

The scheme is ranked 3 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

Benchmark Index:
 
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Returns (NAV as on 28 May, 2015)

Period Returns (%) Rank #
1 mth 2.3 23
3 mth -5.2 50
6 mth - 72
1 year 21.3 73
2 year 30.0 30
3 year 27.6 12
5 year 14.2 20

# Moneycontrol Rank within 95 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.3 - - - -
2014 6.0 25.3 3.9 6.8 -
2013 -9.4 0.5 -1.5 16.3 7.5
2012 20.4 -0.8 10.4 8.7 46.2
2011 -10.6 -3.4 -11.4 -8.1 -30.7
2010 0.6 1.1 11.2 -1.1 13.9

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 2.3 -5.2 -- 21.3 30.0 27.6 14.2
Category avg 1.5 -4.8 2.7 27.3 24.8 20.9 11.1
Difference of Fund returns and Category returns 0.8 -0.4 -- -6.0 5.2 6.7 3.1
Best of category 3.6 1.7 11.3 55.2 42.3 35.8 23.0
Worst of category -0.2 -10.1 -5.2 9.9 7.5 11.6 4.6
Benchmark returns # 1.1 -5.1 -0.7 16.9 19.1 19.8 10.3
Difference of Fund returns and Benchmark returns 1.2 -0.1 -- 4.4 10.9 7.8 3.9
Principal Tax Savings Fund Review by Crisil - Rating: 3 (Rank 3 out of 5)
# 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 Mar 31, 1996
Benchmark S&P BSE 200
Asset Size (Rs cr) 272.55 (Mar-31-2015)
Minimum Investment Rs.500
Last Dividend Rs.8.00 (Mar-31-2008) 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 (%)
Axis Long Term Equity Fund (G) Rank 1
4,161.99 -3.2 7.6 44.3 35.8 23.0
Axis Long Term Equity - Direct (G) Not Ranked
83.73 -3.0 8.2 46.3 -- --
HDFC Tax Saver (G) Rank 5
5,000.51 -6.7 -3.9 19.3 23.6 13.5
HDFC Tax Saver - Direct (G) Not Ranked
146.68 -6.6 -3.7 19.8 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
107.42 -6.9 1.8 37.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 13.42 5.16
SBI Banking/Finance 9.46 3.64
Maruti Suzuki Automotive 7.54 2.90
Axis Bank Banking/Finance 7.26 2.79
Dewan Housing Banking/Finance 6.95 2.67
HDFC Bank Banking/Finance 6.95 2.67
Infosys Technology 6.94 2.67
HCL Tech Technology 6.82 2.62
UPL Chemicals 6.49 2.50
Tata Motors Automotive 6.48 2.49

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 25.45 50.28 19.86
Technology 11.62 23.90 10.50
Automotive 11.12 21.80 10.13
Cement 8.63 14.04 6.16
Pharmaceuticals 5.95 11.64 3.48
Oil & Gas 5.31 12.38 4.08

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 98.72
Others 0.03
Debt 0.21
Mutual Funds 0.96
Money Market 0.00
Cash / Call 0.08

View All

Concentration

Holdings (%)
Top 5 17.16
Top 10 30.11
Sector (%)
Top 3 48.19

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