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Principal Tax Saving Fund - Direct Plan

  • Regular
  • Direct
Category : ELSS

Scheme 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 manager(s)Sudhir Kedia
  • Launch date – 02-Jan-2013
  • Expense ratio – 1.98% as declared on 30-Jun-2021 (category average is 1.16%)
  • Benchmark - Nifty 500 TRI
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Data not available.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

You can not sell your investments in this fund for 3 years from the purchase date. Long term capital gain tax will be applicable when you sell your investments after 3 years. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh in a financial year. Any cess/surcharge is not included. However, you can claim a deduction on your taxable income under section 80c for your investments in this fund. (Current tax deductions are capped at 1.5 lakh per year).

Contact Details

Principal Pnb Asset Management Co. Pvt. Ltd.
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Tel no.: 022-67720555
Fax no.: 022-67720512


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