Principal Tax Savings Fund TaxSaver
Growth
NAV
Net Assets(AUM)
₹854 Cr
Inception Date31 Mar 1996
CategoryEquity ELSS
TypeOpen Ended Fund
BenchmarkELSS Peer Index
Category Rank8 th in ELSS Equity
  
Min Investment Amount₹500
Min SIP Investment₹500
Alpha1.5
Expense Ratio2.6%
Sharpe Ratio-0.1
Information Ratio-0.1
Exit LoadNIL

Note: Data shown as on : 30 Jun 2022

Return (Compounded Annualised)

1 Year3 Year5 YearSince Inception
11.4%19.8%12.3%16.0%

Past Return (Absolute)

20212020201920182017
32.1%18.9%2.5%-9.2%48.8%
Chart

Investors understand that their principal will be at Moderately High risk

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.
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