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6 बेस्ट प्रिंसिपल एसआईपी म्यूचुअल फंड 2022 | बेस्ट पीएनबी एसआईपी फंड

फिनकैश »प्रिंसिपल म्यूचुअल फंड »बेस्ट प्रिंसिपल एसआईपी फंड

बेस्ट प्रिंसिपल एसआईपी म्यूचुअल फंड FY 22 - 23

Updated on June 29, 2025 , 20305 views

प्रधान अध्यापकसिप फंड या प्रिंसिपल पीएनबी एसआईपी एक अनिवार्य तरीका हैम्यूचुअल फंड में निवेश करें योजनाएं यह एक स्मार्ट टूल है जो हासिल करने में मदद करता हैवित्तीय लक्ष्यों या निवेश की जरूरतइन्वेस्टर. यह भी एक ऐसी तकनीक है जो पोर्टफोलियो में विविधता लाने में मदद करती है। आप एक निश्चित अंतराल पर एक छोटी राशि का निवेश कर सकते हैं। प्रिंसिपल एसआईपी फंड के साथ आप वित्तीय लक्ष्यों की योजना बना सकते हैं जैसेनिवृत्ति, विवाह, घर/कार की खरीद आदि।

Principal Mutual Fund

  1. कुछ अन्य लाभ हैं: क)। रुपये की औसत लागत b).कंपाउंडिंग की शक्ति सी)। लंबी अवधि की बचत की आदत बनाता है घ)। समय की आवश्यकता नहीं हैमंडी इ)। लचीला और किफायती

निवेश करने के इच्छुक निवेशक, ये हैं सबसे अच्छे प्रिंसिपल एसआईपीम्यूचुअल फंड्स में निवेश करनाइक्विटी फ़ंड. इन फंडों को एयूएम, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न इत्यादि जैसे विभिन्न मानकों को पूरा करके शॉर्टलिस्ट किया गया है। इक्विटी फंड में एसआईपी मार्ग लेना सबसे कुशल है। व्यवस्थितनिवेश इक्विटी निवेश के नुकसान को संतुलित करने के लिए जाता है। साथ ही, यह लंबे समय में स्थिर रिटर्न सुनिश्चित करता है।

प्रिंसिपल म्यूचुअल फंड आस पास6000 करोड़ भारत में संपत्ति का मूल्य।

विश्व स्तर पर, प्रिंसिपल फाइनेंशियल ग्रुप (प्रिंसिपल) व्यवसायिक व्यक्तियों और संस्थागत ग्राहकों को व्यापक पेशकश करता हैश्रेणी सेवानिवृत्ति, परिसंपत्ति प्रबंधन और सहित वित्तीय उत्पादों और सेवाओं कीबीमा, वित्तीय सेवा कंपनियों के अपने विविध परिवार के माध्यम से। प्रिंसिपल के पूरे एशिया, ऑस्ट्रेलिया, यूरोप, लैटिन अमेरिका और उत्तरी अमेरिका के 18 देशों में कार्यालय हैं। 31 मार्च 2014 तक, प्रिंसिपल फाइनेंशियल ग्रुप के पास प्रबंधन के तहत कुल संपत्ति में $496 बिलियन था और दुनिया भर में कुछ 19.2 मिलियन ग्राहकों को सेवा प्रदान करता है।

2014 में, फॉर्च्यून पत्रिका की 500 सबसे बड़े अमेरिकी निगमों (मई 2014) की सूची में प्रिंसिपल को 298 वें स्थान पर रखा गया था। फोर्ब्स ग्लोबल 2000 की सूची में प्रिंसिपल 528 वें स्थान पर है, जो दुनिया की सबसे बड़ी और सबसे शक्तिशाली कंपनियों को मान्यता देता है, जैसा कि बिक्री लाभ, संपत्ति और बाजार मूल्य (अप्रैल 2013 तक) के लिए एक समग्र रैंकिंग द्वारा मापा जाता है।

चार खंडों में कंपनी शामिल है: सेवानिवृत्ति औरआय समाधान, प्रधान वैश्विक निवेशक, प्रधान अंतर्राष्ट्रीय, और यू.एस. बीमा समाधान।

(स्रोत। विकिपीडिया)।

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बेस्ट प्रिंसिपल पीएनबी म्यूचुअल फंड एसआईपी

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)Sub Cat.
Principal Global Opportunities Fund Growth ₹47.4362
↓ -0.04
₹38 2,000 2.93.125.824.816.5 Global
Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03
₹3,124 100 2.913.638.921.919.2 Large & Mid Cap
Principal Multi Cap Growth Fund Growth ₹383.343
↑ 0.74
₹2,773 100 9.82.54.821.825.219.5 Multi Cap
Principal Nifty 100 Equal Weight Fund Growth ₹176.413
↓ -0.06
₹106 500 10.65.71.421.622.716.3 Index Fund
Principal Dividend Yield Fund Growth ₹136.235
↓ -0.13
₹895 500 6.30.70.320.222.215.7 Dividend Yield
Principal Tax Savings Fund Growth ₹513.61
↓ -0.56
₹1,359 500 10.74.14.919.822.715.8 ELSS
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21
*फंड की सूची पिछले 3 साल के वार्षिक रिटर्न पर आधारित है।

1. Principal Global Opportunities Fund

The investment objective of the Scheme is to provide long term capital appreciation by predominantly investing in overseas mutual fund schemes, and a certain portion of its corpus in Money Market Securities and/or units of Money Market / Liquid Schemes of Principal Mutual Fund.

Principal Global Opportunities Fund is a Equity - Global fund was launched on 29 Mar 04. It is a fund with High risk and has given a CAGR/Annualized return of 9.2% since its launch.  Ranked 8 in Global category. .

Below is the key information for Principal Global Opportunities Fund

Principal Global Opportunities Fund
Growth
Launch Date 29 Mar 04
NAV (31 Dec 21) ₹47.4362 ↓ -0.04   (-0.09 %)
Net Assets (Cr) ₹38 on 30 Nov 21
Category Equity - Global
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 2.31
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 2,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,295

Principal Global Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Principal Global Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 0%
3 Month 2.9%
6 Month 3.1%
1 Year 25.8%
3 Year 24.8%
5 Year 16.5%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Principal Global Opportunities Fund
NameSinceTenure

Data below for Principal Global Opportunities Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. Principal Emerging Bluechip Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies.

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.8% since its launch.  Ranked 1 in Large & Mid Cap category. .

Below is the key information for Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund
Growth
Launch Date 12 Nov 08
NAV (31 Dec 21) ₹183.316 ↑ 2.03   (1.12 %)
Net Assets (Cr) ₹3,124 on 30 Nov 21
Category Equity - Large & Mid Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.74
Information Ratio 0.22
Alpha Ratio 2.18
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,780

Principal Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Principal Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 2.9%
3 Month 2.9%
6 Month 13.6%
1 Year 38.9%
3 Year 21.9%
5 Year 19.2%
10 Year
15 Year
Since launch 24.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure

Data below for Principal Emerging Bluechip Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. Principal Multi Cap Growth Fund

(Erstwhile Principal Growth Fund)

The primary investment objective of the scheme is to achieve long-term capital appreciation.

Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 12 in Multi Cap category.  Return for 2024 was 19.5% , 2023 was 31.1% and 2022 was -1.6% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (01 Jul 25) ₹383.343 ↑ 0.74   (0.19 %)
Net Assets (Cr) ₹2,773 on 31 May 25
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.05
Sharpe Ratio 0.14
Information Ratio -0.77
Alpha Ratio -1.14
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,362
30 Jun 22₹17,017
30 Jun 23₹20,617
30 Jun 24₹29,313
30 Jun 25₹30,733

Principal Multi Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Principal Multi Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 3.2%
3 Month 9.8%
6 Month 2.5%
1 Year 4.8%
3 Year 21.8%
5 Year 25.2%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19.5%
2023 31.1%
2022 -1.6%
2021 46.3%
2020 15%
2019 3.9%
2018 -8.7%
2017 48.7%
2016 6.4%
2015 2.8%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ratish Varier1 Jan 223.42 Yr.

Data below for Principal Multi Cap Growth Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services22.06%
Industrials17.89%
Consumer Cyclical13.33%
Technology7.65%
Energy7.34%
Health Care7.08%
Basic Materials6.37%
Consumer Defensive5.72%
Communication Services4.79%
Utility1.55%
Real Estate1.24%
Asset Allocation
Asset ClassValue
Cash4.27%
Equity95.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
5%₹150 Cr773,245
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹133 Cr922,420
↑ 18,453
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
4%₹112 Cr789,884
↓ -46,875
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT
4%₹97 Cr265,082
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | AXISBANK
3%₹92 Cr772,466
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK
3%₹90 Cr433,776
↑ 30,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL
2%₹69 Cr371,388
Affle 3i Ltd (Communication Services)
Equity, Since 31 May 22 | AFFLE
2%₹64 Cr368,665
↓ -4,683
Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | INDIANB
2%₹62 Cr998,688
↓ -44,678
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
2%₹57 Cr364,710

4. Principal Nifty 100 Equal Weight Fund

(Erstwhile Principal Index Fund - Nifty)

The Scheme plans to invest principally in securities that comprise S&P CNX Nifty (NSE) and subject to tracking errors endeavour to attain results commensurate with the Nifty.

Principal Nifty 100 Equal Weight Fund is a Others - Index Fund fund was launched on 27 Jul 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 72 in Index Fund category.  Return for 2024 was 16.3% , 2023 was 29% and 2022 was 1.5% .

Below is the key information for Principal Nifty 100 Equal Weight Fund

Principal Nifty 100 Equal Weight Fund
Growth
Launch Date 27 Jul 99
NAV (01 Jul 25) ₹176.413 ↓ -0.06   (-0.03 %)
Net Assets (Cr) ₹106 on 31 May 25
Category Others - Index Fund
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.03
Sharpe Ratio -0.08
Information Ratio -2.26
Alpha Ratio -1.28
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-90 Days (1%),90 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,853
30 Jun 22₹15,429
30 Jun 23₹18,827
30 Jun 24₹27,406
30 Jun 25₹27,975

Principal Nifty 100 Equal Weight Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Principal Nifty 100 Equal Weight Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 3.6%
3 Month 10.6%
6 Month 5.7%
1 Year 1.4%
3 Year 21.6%
5 Year 22.7%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 16.3%
2023 29%
2022 1.5%
2021 32.2%
2020 14.1%
2019 2.8%
2018 -3.4%
2017 28.9%
2016 3.4%
2015 -3.9%
Fund Manager information for Principal Nifty 100 Equal Weight Fund
NameSinceTenure
Rohit Seksaria1 Jan 223.42 Yr.
Ashish Aggarwal1 Jan 223.42 Yr.

Data below for Principal Nifty 100 Equal Weight Fund as on 31 May 25

Asset Allocation
Asset ClassValue
Cash0.71%
Equity99.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Apr 13 | INDUSINDBK
1%₹1 Cr15,896
↑ 230
Canara Bank (Financial Services)
Equity, Since 30 Apr 23 | CANBK
1%₹1 Cr111,956
↑ 1,622
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 22 | BEL
1%₹1 Cr32,859
↑ 476
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 24 | 543940
1%₹1 Cr42,790
↑ 620
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 22 | HAL
1%₹1 Cr2,440
↑ 35
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Sep 15 | ADANIPORTS
1%₹1 Cr8,416
↑ 121
Life Insurance Corporation of India (Financial Services)
Equity, Since 31 Oct 22 | 543526
1%₹1 Cr12,510
↑ 181
Macrotech Developers Ltd (Real Estate)
Equity, Since 30 Sep 24 | LODHA
1%₹1 Cr8,363
↑ 121
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Dec 11 | HEROMOTOCO
1%₹1 Cr2,737
↑ 39
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 May 18 | SBILIFE
1%₹1 Cr6,418
↑ 93

5. Principal Dividend Yield Fund

The investment objective of the scheme would be to provide capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.

Principal Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 15 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.4% since its launch.  Ranked 37 in Dividend Yield category.  Return for 2024 was 15.7% , 2023 was 34% and 2022 was 1.3% .

Below is the key information for Principal Dividend Yield Fund

Principal Dividend Yield Fund
Growth
Launch Date 15 Oct 04
NAV (01 Jul 25) ₹136.235 ↓ -0.13   (-0.10 %)
Net Assets (Cr) ₹895 on 31 May 25
Category Equity - Dividend Yield
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.1
Information Ratio -0.2
Alpha Ratio -4.9
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,629
30 Jun 22₹15,680
30 Jun 23₹18,971
30 Jun 24₹27,182
30 Jun 25₹27,257

Principal Dividend Yield Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Principal Dividend Yield Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 2.3%
3 Month 6.3%
6 Month 0.7%
1 Year 0.3%
3 Year 20.2%
5 Year 22.2%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.7%
2023 34%
2022 1.3%
2021 32.5%
2020 20.2%
2019 4.4%
2018 -5.2%
2017 46.6%
2016 7.2%
2015 -3.4%
Fund Manager information for Principal Dividend Yield Fund
NameSinceTenure
Ashish Aggarwal1 Jan 223.42 Yr.

Data below for Principal Dividend Yield Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services23.07%
Utility12.4%
Technology12.27%
Energy10.72%
Consumer Defensive7.61%
Consumer Cyclical7.29%
Industrials6.73%
Health Care5.13%
Basic Materials3.77%
Real Estate2.66%
Communication Services2.39%
Asset Allocation
Asset ClassValue
Cash5.97%
Equity94.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
8%₹73 Cr375,000
↓ -10,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹43 Cr300,000
↓ -25,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 18 | NTPC
4%₹32 Cr950,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
3%₹30 Cr190,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 22 | POWERGRID
3%₹25 Cr875,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 09 | ITC
3%₹25 Cr600,000
↑ 100,000
Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 12 | RELIANCE
3%₹24 Cr170,000
↓ -30,000
Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | EMBASSY
3%₹24 Cr625,000
↑ 275,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | MARUTI
3%₹23 Cr19,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN
3%₹23 Cr280,000

6. Principal Tax Savings Fund

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.

Principal Tax Savings Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 8 in ELSS category.  Return for 2024 was 15.8% , 2023 was 24.5% and 2022 was 4.3% .

Below is the key information for Principal Tax Savings Fund

Principal Tax Savings Fund
Growth
Launch Date 31 Mar 96
NAV (01 Jul 25) ₹513.61 ↓ -0.56   (-0.11 %)
Net Assets (Cr) ₹1,359 on 31 May 25
Category Equity - ELSS
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 0.21
Information Ratio -0.44
Alpha Ratio 0.21
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,903
30 Jun 22₹16,303
30 Jun 23₹20,115
30 Jun 24₹26,606
30 Jun 25₹28,100

Principal Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Principal Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 2.8%
3 Month 10.7%
6 Month 4.1%
1 Year 4.9%
3 Year 19.8%
5 Year 22.7%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.8%
2023 24.5%
2022 4.3%
2021 32.1%
2020 18.9%
2019 2.5%
2018 -9.2%
2017 48.8%
2016 6.2%
2015 2.7%
Fund Manager information for Principal Tax Savings Fund
NameSinceTenure
Rohit Seksaria1 Jan 223.42 Yr.
Bharath Subramanian2 Jun 250 Yr.

Data below for Principal Tax Savings Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services32.66%
Industrials11.51%
Consumer Cyclical11.42%
Health Care7.09%
Consumer Defensive7.05%
Basic Materials7.03%
Technology6.38%
Energy5.79%
Communication Services4.7%
Utility1.82%
Asset Allocation
Asset ClassValue
Cash4.52%
Equity95.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
9%₹125 Cr644,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹107 Cr737,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
5%₹62 Cr434,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
3%₹46 Cr126,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | AXISBANK
3%₹44 Cr366,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
3%₹43 Cr532,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
3%₹43 Cr276,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | ITC
3%₹40 Cr951,000
Force Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 500033
2%₹30 Cr24,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 14 | ULTRACEMCO
2%₹30 Cr27,000

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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