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6 Best Tax Saving SIP MF Plans to Invest in 2020 | Fincash.com

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6 Best Tax Saving SIP Plans to Invest in 2020

Updated on January 26, 2020 , 2691 views

Equity Linked Saving Schemes or ELSS is gaining a huge popularity as the best tax saving option, amongst the Indian investors. It has the potential to deliver good returns, and also it has the shortest lock-in period. ELSS is an equity diversified fund, wherein the majority of the fund corpus is invested either in Equity Fund or equity-related products. Investors can attain tax deductions up to INR 1,50,000 under Section 80C of Income Tax Act from their taxable income. As these funds offer dual benefits of— tax saving and wealth creation, investors can invest in ELSS and make the most out of their investment. So, to make the process of Investing easy, we have shortlisted the best tax saving SIP plans that offer the best returns to the investors.

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Best Performing SIP Funds to Invest in Equity Linked Saving Scheme (ELSS) FY 20 - 21

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata India Tax Savings Fund Growth ₹19.3814
↓ -0.08
₹2,094 500 5.48.817.712.210.413.6
IDFC Tax Advantage (ELSS) Fund Growth ₹56.55
↓ -0.32
₹2,119 500 6.86.710.810.47.61.9
DSP BlackRock Tax Saver Fund Growth ₹52.376
↓ -0.37
₹6,260 500 4.611.220.810.79.914.8
L&T Tax Advantage Fund Growth ₹56.754
↓ -0.28
₹3,382 500 6.81013.29.584.6
Aditya Birla Sun Life Tax Relief '96 Growth ₹32.88
↓ -0.16
₹10,029 500 6.3121011.58.64.3
Principal Tax Savings Fund Growth ₹209.51
↓ -0.70
₹408 500 5.15.5897.62.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 20

1. Tata India Tax Savings Fund

To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation..

Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Ranked 1 in ELSS category.  Return for 2019 was 13.6% , 2018 was -8.4% and 2017 was 46% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (28 Jan 20) ₹19.3814 ↓ -0.08   (-0.40 %)
Net Assets (Cr) ₹2,094 on 31 Dec 19
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.79
Information Ratio -0.26
Alpha Ratio -3.75
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹11,331
31 Dec 16₹11,574
31 Dec 17₹16,898
31 Dec 18₹15,482
31 Dec 19₹17,586

Tata India 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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Tata India 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 28 Jan 20

DurationReturns
1 Month 0.2%
3 Month 5.4%
6 Month 8.8%
1 Year 17.7%
3 Year 12.2%
5 Year 10.4%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 13.6%
2017 -8.4%
2016 46%
2015 2.1%
2014 13.3%
2013
2012
2011
2010
2009
Fund Manager information for Tata India Tax Savings Fund
NameSinceTenure
Rupesh Patel1 Apr 154.59 Yr.
Ennette Fernandes18 Jun 181.37 Yr.

Data below for Tata India Tax Savings Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services45.51%
Energy9.78%
Industrials9.08%
Technology8.96%
Consumer Cyclical8.65%
Health Care5.25%
Basic Materials3.13%
Consumer Defensive2.73%
Communication Services2.07%
Real Estate0.78%
Asset Allocation
Asset ClassValue
Cash3.9%
Equity96.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
10%₹205 Cr3,800,000
↓ -200,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
8%₹178 Cr5,325,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
8%₹163 Cr1,282,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
7%₹136 Cr565,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
6%₹123 Cr1,680,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
5%₹113 Cr1,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
5%₹111 Cr730,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 15 | KOTAKBANK
4%₹83 Cr495,000
A) Repo
CBLO/Reverse Repo | -
3%₹73 Cr
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
3%₹65 Cr300,000

2. IDFC Tax Advantage (ELSS) Fund

The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised.

IDFC Tax Advantage (ELSS) Fund is a Equity - ELSS fund was launched on 26 Dec 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 3 in ELSS category.  Return for 2019 was 1.9% , 2018 was -9.4% and 2017 was 53.4% .

Below is the key information for IDFC Tax Advantage (ELSS) Fund

IDFC Tax Advantage (ELSS) Fund
Growth
Launch Date 26 Dec 08
NAV (28 Jan 20) ₹56.55 ↓ -0.32   (-0.56 %)
Net Assets (Cr) ₹2,119 on 31 Dec 19
Category Equity - ELSS
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio -0.01
Information Ratio -0.39
Alpha Ratio -9.84
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,690
31 Dec 16₹10,734
31 Dec 17₹16,461
31 Dec 18₹14,913
31 Dec 19₹15,203

IDFC Tax Advantage (ELSS) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for IDFC Tax Advantage (ELSS) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20

DurationReturns
1 Month 2.7%
3 Month 6.8%
6 Month 6.7%
1 Year 10.8%
3 Year 10.4%
5 Year 7.6%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 1.9%
2017 -9.4%
2016 53.4%
2015 0.4%
2014 6.9%
2013 42.2%
2012 15%
2011 36.2%
2010 -23.3%
2009 24%
Fund Manager information for IDFC Tax Advantage (ELSS) Fund
NameSinceTenure
Daylynn Pinto20 Oct 163.2 Yr.

Data below for IDFC Tax Advantage (ELSS) Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services28.9%
Industrials16.45%
Basic Materials13.02%
Consumer Cyclical12.58%
Technology7.57%
Energy6.24%
Health Care4.2%
Consumer Defensive3.95%
Utility1.41%
Communication Services0.66%
Asset Allocation
Asset ClassValue
Cash4.68%
Equity95.32%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 16 | ICICIBANK
8%₹175 Cr3,250,000
Triparty Repo
CBLO/Reverse Repo | -
5%₹103 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
4%₹91 Cr600,000
↑ 50,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
4%₹90 Cr2,700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
4%₹87 Cr680,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
4%₹82 Cr1,125,000
↑ 25,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | 532215
4%₹75 Cr1,000,000
RBL Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | RBLBANK
3%₹63 Cr1,820,000
↑ 220,000
KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 532714
2%₹51 Cr1,700,000
↑ 50,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 532286
2%₹48 Cr2,850,000

3. DSP BlackRock Tax Saver Fund

The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time.

DSP BlackRock Tax Saver Fund is a Equity - ELSS fund was launched on 18 Jan 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch.  Ranked 12 in ELSS category.  Return for 2019 was 14.8% , 2018 was -7.6% and 2017 was 36.3% .

Below is the key information for DSP BlackRock Tax Saver Fund

DSP BlackRock Tax Saver Fund
Growth
Launch Date 18 Jan 07
NAV (28 Jan 20) ₹52.376 ↓ -0.37   (-0.70 %)
Net Assets (Cr) ₹6,260 on 31 Dec 19
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.88
Information Ratio -0.16
Alpha Ratio 5.16
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,440
31 Dec 16₹11,617
31 Dec 17₹15,833
31 Dec 18₹14,623
31 Dec 19₹16,792

DSP BlackRock Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for DSP BlackRock Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20

DurationReturns
1 Month 1.3%
3 Month 4.6%
6 Month 11.2%
1 Year 20.8%
3 Year 10.7%
5 Year 9.9%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 14.8%
2017 -7.6%
2016 36.3%
2015 11.3%
2014 4.4%
2013 52.2%
2012 6.7%
2011 39.8%
2010 -26.7%
2009 23.3%
Fund Manager information for DSP BlackRock Tax Saver Fund
NameSinceTenure
Rohit Singhania16 Jul 154.46 Yr.

Data below for DSP BlackRock Tax Saver Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services33.23%
Energy11.09%
Technology8.51%
Basic Materials8.27%
Consumer Cyclical7.68%
Industrials6.79%
Communication Services6.05%
Health Care5.46%
Utility4.19%
Consumer Defensive3.13%
Real Estate1.52%
Asset Allocation
Asset ClassValue
Cash4.09%
Equity95.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹483 Cr3,789,477
↓ -600,372
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹463 Cr9,034,351
↓ -1,881,814
State Bank of India (Financial Services)
Equity, Since 30 Sep 19 | SBIN
5%₹313 Cr9,145,279
↑ 3,393,248
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
5%₹307 Cr4,407,883
↑ 1,007,481
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
5%₹299 Cr4,049,346
↑ 547,139
Reliance Industries Ltd (Energy)
Equity, Since 31 May 15 | RELIANCE
4%₹256 Cr1,652,081
↓ -5,403
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
4%₹256 Cr5,781,056
↑ 1,464,051
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
3%₹166 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 16 | LT
3%₹161 Cr1,209,233
↓ -50,819
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 500547
2%₹149 Cr2,916,234
↑ 230,917

4. L&T Tax Advantage Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Ranked 7 in ELSS category.  Return for 2019 was 4.6% , 2018 was -8.1% and 2017 was 42.3% .

Below is the key information for L&T Tax Advantage Fund

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (28 Jan 20) ₹56.754 ↓ -0.28   (-0.49 %)
Net Assets (Cr) ₹3,382 on 31 Dec 19
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 0.15
Information Ratio -0.82
Alpha Ratio -6.06
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,290
31 Dec 16₹11,127
31 Dec 17₹15,830
31 Dec 18₹14,551
31 Dec 19₹15,227

L&T Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for L&T Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20

DurationReturns
1 Month 2.3%
3 Month 6.8%
6 Month 10%
1 Year 13.2%
3 Year 9.5%
5 Year 8%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 4.6%
2017 -8.1%
2016 42.3%
2015 8.1%
2014 2.9%
2013 44.8%
2012 6.8%
2011 27.4%
2010 -21.8%
2009 29.2%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
S.N. Lahiri24 Nov 127.02 Yr.
Venugopal Manghat17 Dec 190 Yr.

Data below for L&T Tax Advantage Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services36.52%
Technology11.33%
Basic Materials11.1%
Health Care9.37%
Consumer Cyclical8.75%
Industrials8.06%
Energy4.6%
Consumer Defensive3.93%
Communication Services3.61%
Utility0.61%
Asset Allocation
Asset ClassValue
Cash2.17%
Equity98.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
8%₹256 Cr4,984,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
7%₹223 Cr1,751,800
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
5%₹153 Cr747,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹132 Cr853,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹124 Cr765,100
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT
3%₹113 Cr853,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 17 | HCLTECH
3%₹99 Cr879,200
↓ -20,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹98 Cr2,214,200
↓ -487,611
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹95 Cr1,370,200
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
3%₹93 Cr

5. Aditya Birla Sun Life Tax Relief '96

An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity, 20% debt and money market securities

Aditya Birla Sun Life Tax Relief '96 is a Equity - ELSS fund was launched on 6 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.5% since its launch.  Ranked 4 in ELSS category.  Return for 2019 was 4.3% , 2018 was -4.5% and 2017 was 43.2% .

Below is the key information for Aditya Birla Sun Life Tax Relief '96

Aditya Birla Sun Life Tax Relief '96
Growth
Launch Date 6 Mar 08
NAV (28 Jan 20) ₹32.88 ↓ -0.16   (-0.48 %)
Net Assets (Cr) ₹10,029 on 31 Dec 19
Category Equity - ELSS
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.13
Information Ratio -0.35
Alpha Ratio -6.05
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,919
31 Dec 16₹11,288
31 Dec 17₹16,161
31 Dec 18₹15,427
31 Dec 19₹16,086

Aditya Birla Sun Life Tax Relief '96 SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Aditya Birla Sun Life Tax Relief '96

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20

DurationReturns
1 Month 1.9%
3 Month 6.3%
6 Month 12%
1 Year 10%
3 Year 11.5%
5 Year 8.6%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 4.3%
2017 -4.5%
2016 43.2%
2015 3.4%
2014 9.2%
2013 54.6%
2012 9.1%
2011 36.6%
2010 -29.6%
2009 13.5%
Fund Manager information for Aditya Birla Sun Life Tax Relief '96
NameSinceTenure
Ajay Garg1 Oct 0612.84 Yr.

Data below for Aditya Birla Sun Life Tax Relief '96 as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services24.61%
Health Care14.41%
Consumer Cyclical12.73%
Industrials12.27%
Basic Materials11.87%
Energy9.35%
Consumer Defensive8.32%
Technology4.32%
Asset Allocation
Asset ClassValue
Cash1.47%
Equity98.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
9%₹935 Cr6,028,079
↑ 15,143
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 08 | 517174
8%₹812 Cr292,357
↑ 1,042
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
8%₹809 Cr3,522,583
Pfizer Ltd (Healthcare)
Equity, Since 30 Apr 11 | PFIZER
7%₹672 Cr1,623,958
Gillette India Ltd (Consumer Defensive)
Equity, Since 30 Jun 14 | GILLETTE
6%₹603 Cr878,672
GlaxoSmithKline Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 10 | 500660
5%₹546 Cr3,255,027
↑ 161,677
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 Aug 11 | 506285
5%₹461 Cr1,239,841
↑ 28,495
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹424 Cr2,626,017
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT
4%₹379 Cr2,850,078
↑ 156,810
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
3%₹294 Cr2,308,258

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 15.6% since its launch.  Ranked 8 in ELSS category.  Return for 2019 was 2.5% , 2018 was -9.2% and 2017 was 48.8% .

Below is the key information for Principal Tax Savings Fund

Principal Tax Savings Fund
Growth
Launch Date 31 Mar 96
NAV (28 Jan 20) ₹209.51 ↓ -0.70   (-0.33 %)
Net Assets (Cr) ₹408 on 31 Dec 19
Category Equity - ELSS
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.01
Information Ratio -0.5
Alpha Ratio -6.43
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,270
31 Dec 16₹10,905
31 Dec 17₹16,227
31 Dec 18₹14,735
31 Dec 19₹15,099

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 ₹367,070.
Net Profit of ₹67,070
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 28 Jan 20

DurationReturns
1 Month 0.6%
3 Month 5.1%
6 Month 5.5%
1 Year 8%
3 Year 9%
5 Year 7.6%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 2.5%
2017 -9.2%
2016 48.8%
2015 6.2%
2014 2.7%
2013 49.4%
2012 8.5%
2011 46.5%
2010 -30.4%
2009 15%
Fund Manager information for Principal Tax Savings Fund
NameSinceTenure
Sudhir Kedia29 Oct 190.17 Yr.

Data below for Principal Tax Savings Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services37.42%
Consumer Defensive10.7%
Technology8.37%
Energy7.86%
Consumer Cyclical6.78%
Industrials6.41%
Basic Materials6.18%
Utility6%
Health Care5.51%
Communication Services2.28%
Asset Allocation
Asset ClassValue
Cash2.41%
Equity97.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
8%₹33 Cr255,638
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹28 Cr526,148
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 08 | RELIANCE
6%₹24 Cr160,306
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹17 Cr230,898
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
4%₹15 Cr61,980
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK
4%₹14 Cr84,915
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 14 | TCS
3%₹14 Cr65,877
↓ -293
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
3%₹14 Cr108,085
↑ 13,223
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
3%₹14 Cr412,371
↓ -67,480
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹13 Cr553,436

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