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

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बेस्ट प्रिंसिपल एसआईपी म्यूचुअल फंड FY 22 - 23

Updated on April 25, 2025 , 20032 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।

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

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)	Sub Cat.
Principal Global Opportunities Fund Growth	₹47.4362 ↓ -0.04	₹38	2,000	2.9	3.1	25.8	24.8	16.5		Global
Principal Emerging Bluechip Fund Growth	₹183.316 ↑ 2.03	₹3,124	100	2.9	13.6	38.9	21.9	19.2		Large & Mid Cap
Principal Dividend Yield Fund Growth	₹130.26 ↓ -1.64	₹863	500	1	-4.7	2.7	15.8	23.5	15.7	Dividend Yield
Principal Multi Cap Growth Fund Growth	₹353.321 ↓ -4.64	₹2,615	100	0.7	-4.1	6.9	15	25.8	19.5	Multi Cap
Principal Nifty 100 Equal Weight Fund Growth	₹164.373 ↓ -3.12	₹99	500	3	-3.6	2.9	15	24.6	16.3	Index Fund
Principal Tax Savings Fund Growth	₹482.697 ↓ -5.81	₹1,288	500	2.9	-1.1	5.9	14.6	24.3	15.8	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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,944

Principal Global Opportunities Fund SIP 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

Duration	Returns
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

Year	Returns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for Principal Global Opportunities Fund

Name	Since	Tenure

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,552

Principal Emerging Bluechip Fund SIP 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

Duration	Returns
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

Year	Returns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for Principal Emerging Bluechip Fund

Name	Since	Tenure

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

3. 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 13.3% 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 (25 Apr 25)	₹130.26 ↓ -1.64 (-1.24 %)
Net Assets (Cr)	₹863 on 31 Mar 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	0.26
Alpha Ratio	-2.38
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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹16,649
31 Mar 22	₹19,945
31 Mar 23	₹20,244
31 Mar 24	₹29,080
31 Mar 25	₹30,199

Principal Dividend Yield Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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

Duration	Returns
1 Month	1.2%
3 Month	1%
6 Month	-4.7%
1 Year	2.7%
3 Year	15.8%
5 Year	23.5%
10 Year
15 Year
Since launch	13.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	15.7%
2022	34%
2021	1.3%
2020	32.5%
2019	20.2%
2018	4.4%
2017	-5.2%
2016	46.6%
2015	7.2%
2014	-3.4%

Fund Manager information for Principal Dividend Yield Fund

Name	Since	Tenure
Ratish Varier	1 Jan 22	3.25 Yr.
Ashish Aggarwal	1 Jan 22	3.25 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	26.15%
Technology	11.99%
Industrials	8.88%
Consumer Defensive	8.86%
Energy	7.79%
Consumer Cyclical	7.71%
Utility	7.38%
Health Care	5.37%
Basic Materials	4.98%
Communication Services	2.82%

Asset Allocation

Asset Class	Value
Cash	6.82%
Equity	91.94%
Debt	1.24%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	8%	₹62 Cr	360,000 ↑ 16,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	5%	₹42 Cr	345,000 ↑ 45,000
Infosys Ltd (Technology) Equity, Since 31 Jul 15 \| INFY	4%	₹32 Cr	190,000 ↓ -25,000
NTPC Ltd (Utilities) Equity, Since 30 Apr 18 \| 532555	3%	₹25 Cr	800,000 ↓ -40,000
Reliance Industries Ltd (Energy) Equity, Since 29 Feb 12 \| RELIANCE	3%	₹25 Cr	205,000 ↑ 6,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	3%	₹23 Cr	145,000 ↑ 15,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| MARUTI	2%	₹19 Cr	16,000 ↑ 2,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 May 16 \| LT	2%	₹18 Cr	57,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Nov 09 \| ITC	2%	₹18 Cr	455,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 18 \| TCS	2%	₹18 Cr	51,000 ↓ -6,000

4. 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 15.7% 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 (25 Apr 25)	₹353.321 ↓ -4.64 (-1.30 %)
Net Assets (Cr)	₹2,615 on 31 Mar 25
Category	Equity - Multi Cap
AMC	Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.05
Sharpe Ratio	0.22
Information Ratio	-0.68
Alpha Ratio	2.54
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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹16,965
31 Mar 22	₹22,308
31 Mar 23	₹21,467
31 Mar 24	₹29,975
31 Mar 25	₹32,864

Principal Multi Cap Growth Fund SIP 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

Duration	Returns
1 Month	1.1%
3 Month	0.7%
6 Month	-4.1%
1 Year	6.9%
3 Year	15%
5 Year	25.8%
10 Year
15 Year
Since launch	15.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.5%
2022	31.1%
2021	-1.6%
2020	46.3%
2019	15%
2018	3.9%
2017	-8.7%
2016	48.7%
2015	6.4%
2014	2.8%

Fund Manager information for Principal Multi Cap Growth Fund

Name	Since	Tenure
Ratish Varier	1 Jan 22	3.16 Yr.
Sudhir Kedia	1 Jan 22	3.16 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	21.38%
Industrials	18.97%
Consumer Cyclical	14.29%
Technology	7.58%
Energy	7.16%
Health Care	7.1%
Basic Materials	5.89%
Communication Services	5.8%
Consumer Defensive	3.95%
Utility	2.7%

Asset Allocation

Asset Class	Value
Cash	5.14%
Equity	94.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 09 \| HDFCBANK	6%	₹135 Cr	778,994
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	5%	₹109 Cr	903,967 ↑ 60,398
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 05 \| RELIANCE	4%	₹100 Cr	836,759
Larsen & Toubro Ltd (Industrials) Equity, Since 31 May 23 \| LT	3%	₹81 Cr	256,848
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532215	3%	₹78 Cr	772,466 ↑ 39,770
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| KOTAKBANK	3%	₹75 Cr	391,704
Indian Bank (Financial Services) Equity, Since 31 Dec 23 \| 532814	3%	₹61 Cr	1,197,042
Infosys Ltd (Technology) Equity, Since 30 Apr 08 \| INFY	2%	₹60 Cr	354,987
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 18 \| BHARTIARTL	2%	₹56 Cr	355,661 ↑ 16,088
Affle India Ltd (Communication Services) Equity, Since 31 May 22 \| AFFLE	2%	₹52 Cr	373,348

5. 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 (25 Apr 25)	₹164.373 ↓ -3.12 (-1.86 %)
Net Assets (Cr)	₹99 on 31 Mar 25
Category	Others - Index Fund
AMC	Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.03
Sharpe Ratio	-0.12
Information Ratio	-2.07
Alpha Ratio	-1.33
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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,668
31 Mar 22	₹21,237
31 Mar 23	₹20,294
31 Mar 24	₹30,658
31 Mar 25	₹31,643

Principal Nifty 100 Equal Weight Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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

Duration	Returns
1 Month	2.1%
3 Month	3%
6 Month	-3.6%
1 Year	2.9%
3 Year	15%
5 Year	24.6%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2023	16.3%
2022	29%
2021	1.5%
2020	32.2%
2019	14.1%
2018	2.8%
2017	-3.4%
2016	28.9%
2015	3.4%
2014	-3.9%

Fund Manager information for Principal Nifty 100 Equal Weight Fund

Name	Since	Tenure
Rohit Seksaria	1 Jan 22	3.25 Yr.
Ashish Aggarwal	1 Jan 22	3.25 Yr.

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

Asset Allocation

Asset Class	Value
Cash	1.5%
Equity	98.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 17 \| 500034	1%	₹1 Cr	1,477 ↑ 59
Bajaj Finserv Ltd (Financial Services) Equity, Since 30 Apr 18 \| 532978	1%	₹1 Cr	6,548 ↑ 268
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 30 Sep 21 \| CHOLAFIN	1%	₹1 Cr	8,633 ↑ 353
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| KOTAKBANK	1%	₹1 Cr	5,847 ↑ 240
Tata Consumer Products Ltd (Consumer Defensive) Equity, Since 30 Sep 20 \| 500800	1%	₹1 Cr	11,317 ↑ 464
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 12 \| MARUTI	1%	₹1 Cr	911 ↑ 36
IndusInd Bank Ltd (Financial Services) Equity, Since 30 Apr 13 \| INDUSINDBK	1%	₹1 Cr	10,924 ↑ 448
JSW Steel Ltd (Basic Materials) Equity, Since 31 May 18 \| JSWSTEEL	1%	₹1 Cr	11,298 ↑ 464
Shriram Finance Ltd (Financial Services) Equity, Since 31 Oct 23 \| SHRIRAMFIN	1%	₹1 Cr	17,351 ↑ 712
Shree Cement Ltd (Basic Materials) Equity, Since 31 May 18 \| 500387	1%	₹1 Cr	390 ↑ 14

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 15.9% 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 (25 Apr 25)	₹482.697 ↓ -5.81 (-1.19 %)
Net Assets (Cr)	₹1,288 on 31 Mar 25
Category	Equity - ELSS
AMC	Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.26
Sharpe Ratio	0.02
Information Ratio	-0.26
Alpha Ratio	-0.34
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,162
31 Mar 22	₹21,396
31 Mar 23	₹21,311
31 Mar 24	₹29,041
31 Mar 25	₹30,850

Principal Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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

Duration	Returns
1 Month	2.1%
3 Month	2.9%
6 Month	-1.1%
1 Year	5.9%
3 Year	14.6%
5 Year	24.3%
10 Year
15 Year
Since launch	15.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	15.8%
2022	24.5%
2021	4.3%
2020	32.1%
2019	18.9%
2018	2.5%
2017	-9.2%
2016	48.8%
2015	6.2%
2014	2.7%

Fund Manager information for Principal Tax Savings Fund

Name	Since	Tenure
Sudhir Kedia	29 Oct 19	5.42 Yr.
Rohit Seksaria	1 Jan 22	3.25 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	32.55%
Industrials	11.74%
Consumer Cyclical	10.61%
Technology	8.27%
Health Care	6.81%
Consumer Defensive	5.77%
Energy	5.37%
Basic Materials	5.31%
Communication Services	4.95%
Utility	1.37%

Asset Allocation

Asset Class	Value
Cash	6.71%
Equity	93.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 09 \| HDFCBANK	9%	₹112 Cr	644,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	7%	₹89 Cr	737,000
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 21 \| RELIANCE	4%	₹52 Cr	434,000
Infosys Ltd (Technology) Equity, Since 31 Jan 09 \| INFY	4%	₹52 Cr	306,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 13 \| LT	3%	₹42 Cr	134,000 ↑ 19,000
State Bank of India (Financial Services) Equity, Since 30 Apr 05 \| SBIN	3%	₹37 Cr	532,000 ↑ 88,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 17 \| 532215	3%	₹32 Cr	311,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Oct 22 \| INDIGO	2%	₹28 Cr	63,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jan 14 \| 532538	2%	₹27 Cr	27,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Nov 21 \| 890157	2%	₹25 Cr	221,000 ↓ -62,000

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।