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6 सर्वोत्तम प्रिन्सिपल SIP म्युच्युअल फंड 2022 | सर्वोत्तम पीएनबी एसआयपी फंड

Fincash »प्रिन्सिपल म्युच्युअल फंड »सर्वोत्तम प्रिन्सिपल एसआयपी फंड

बेस्ट प्रिन्सिपल SIP म्युच्युअल फंड FY 22 - 23

Updated on November 2, 2024 , 18697 views

प्राचार्यSIP निधी किंवा मुख्य PNB SIP हा एक आवश्यक मार्ग आहेम्युच्युअल फंडात गुंतवणूक करा योजना हे एक स्मार्ट साधन आहे जे साध्य करण्यात मदत करतेआर्थिक उद्दिष्टे किंवा गुंतवणूक गरजागुंतवणूकदार. हे एक तंत्र आहे जे पोर्टफोलिओमध्ये विविधता आणण्यास मदत करते. तुम्ही ठराविक अंतराने थोडे पैसे गुंतवू शकता. प्रिन्सिपल एसआयपी फंडांसह तुम्ही आर्थिक उद्दिष्टांची योजना करू शकतासेवानिवृत्ती, लग्न, घर/कार खरेदी इ.

Principal Mutual Fund

  1. इतर काही फायदे आहेत: अ). रुपयाची सरासरी किंमत b).कंपाउंडिंगची शक्ती c). दीर्घकालीन बचतीची सवय तयार करते d). वेळ देण्याची गरज नाहीबाजार e). लवचिक आणि परवडणारे

गुंतवणूक करण्यास उत्सुक असलेले गुंतवणूकदार, येथे सर्वोत्तम प्रिन्सिपल एसआयपी आहेतम्युच्युअल फंड मध्ये गुंतवणूक करणेइक्विटी फंड. हे फंड विविध पॅरामीटर्स जसे की AUM, भूतकाळातील कामगिरी, पीअर अॅव्हरेज रिटर्न्स इ. हाती घेऊन शॉर्टलिस्ट केले गेले आहेत. इक्विटी फंडांमध्ये SIP मार्ग घेणे सर्वात कार्यक्षम आहे. पद्धतशीरगुंतवणूक इक्विटी गुंतवणुकीतील तोटे संतुलित करण्याकडे झुकते. तसेच, हे दीर्घकाळापर्यंत स्थिर परतावा सुनिश्चित करते.

प्रिन्सिपल म्युच्युअल फंड सुमारे आहे6000 कोटी भारतातील संपत्तीची किंमत.

जागतिक स्तरावर, प्रिन्सिपल फायनान्शियल ग्रुप (प्रिन्सिपल) व्यवसाय व्यक्ती आणि संस्थात्मक ग्राहकांना विस्तृत ऑफर करतोश्रेणी निवृत्ती, मालमत्ता व्यवस्थापन आणि यासह आर्थिक उत्पादने आणि सेवाविमा, आर्थिक सेवा कंपन्यांच्या विविध कुटुंबाद्वारे. आशिया, ऑस्ट्रेलिया, युरोप, लॅटिन अमेरिका आणि उत्तर अमेरिकेतील 18 देशांमध्ये प्रिन्सिपलची कार्यालये आहेत. 31 मार्च 2014 पर्यंत, प्रिन्सिपल फायनान्शियल ग्रुपकडे व्यवस्थापनाखालील एकूण मालमत्ता $496 अब्ज होती आणि जगभरातील सुमारे 19.2 दशलक्ष ग्राहकांना सेवा देते.

2014 मध्ये, फॉर्च्युन मासिकाच्या 500 सर्वात मोठ्या यू.एस. कॉर्पोरेशन्सच्या यादीत प्रिन्सिपल 298 व्या क्रमांकावर होते (मे 2014). प्रिन्सिपल फोर्ब्स ग्लोबल 2000 च्या यादीत 528 व्या स्थानावर आहे, जे जगातील सर्वात मोठ्या आणि सर्वात शक्तिशाली कंपन्यांना ओळखते, विक्री नफा, मालमत्ता आणि बाजार मूल्य (एप्रिल 2013 पर्यंत) यांच्या संयुक्त रँकिंगद्वारे मोजले जाते.

चार विभागांमध्ये कंपनीचा समावेश होतो: सेवानिवृत्ती आणिउत्पन्न सोल्युशन्स, प्रिन्सिपल ग्लोबल इन्व्हेस्टर्स, प्रिन्सिपल इंटरनॅशनल आणि यू.एस. इन्शुरन्स सोल्यूशन्स.

(स्रोत. विकिपीडिया).

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सर्वोत्तम प्रिन्सिपल पीएनबी म्युच्युअल फंड एसआयपी

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Sub Cat.
Principal Global Opportunities Fund Growth ₹47.4362
↓ -0.04
₹38 2,000 2.93.125.824.816.5 Global
Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03
₹3,124 100 2.913.638.921.919.2 Large & Mid Cap
Principal Dividend Yield Fund Growth ₹136.599
↓ -0.98
₹987 500 -3.56.735.316.720.334 Dividend Yield
Principal Multi Cap Growth Fund Growth ₹370.451
↓ -2.45
₹2,854 100 -1.310.53515.521.331.1 Multi Cap
Principal Nifty 100 Equal Weight Fund Growth ₹170.735
↓ -1.22
₹96 500 -5.25.539.415.118.629 Index Fund
Principal Tax Savings Fund Growth ₹487.336
↓ -4.32
₹1,411 500 -2.16.828.113.118.924.5 ELSS
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21
*फंडांची यादी मागील ३ वर्षांच्या वार्षिक परताव्यावर आधारित आहे.

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
31 Oct 19₹10,000
31 Oct 20₹10,666
31 Oct 21₹15,929

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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
31 Oct 19₹10,000
31 Oct 20₹10,424
31 Oct 21₹17,267

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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 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 13.9% since its launch.  Ranked 37 in Dividend Yield category.  Return for 2023 was 34% , 2022 was 1.3% and 2021 was 32.5% .

Below is the key information for Principal Dividend Yield Fund

Principal Dividend Yield Fund
Growth
Launch Date 15 Oct 04
NAV (04 Nov 24) ₹136.599 ↓ -0.98   (-0.71 %)
Net Assets (Cr) ₹987 on 30 Sep 24
Category Equity - Dividend Yield
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 2.68
Information Ratio 0.27
Alpha Ratio 1.93
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
31 Oct 19₹10,000
31 Oct 20₹10,268
31 Oct 21₹15,730
31 Oct 22₹16,220
31 Oct 23₹18,364
31 Oct 24₹25,407

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 ₹505,644.
Net Profit of ₹205,644
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 -4.4%
3 Month -3.5%
6 Month 6.7%
1 Year 35.3%
3 Year 16.7%
5 Year 20.3%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 44.9%
Fund Manager information for Principal Dividend Yield Fund
NameSinceTenure
Ratish Varier1 Jan 222.75 Yr.
Ashish Aggarwal1 Jan 222.75 Yr.

Data below for Principal Dividend Yield Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services19.47%
Utility12.57%
Technology12.43%
Industrials10.57%
Energy10.17%
Consumer Defensive9.24%
Consumer Cyclical8%
Health Care6.49%
Basic Materials4.12%
Communication Services2.01%
Asset Allocation
Asset ClassValue
Cash4.94%
Equity95.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Apr 18 | 532555
5%₹46 Cr1,100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
5%₹45 Cr275,000
Infosys Ltd (Technology)
Equity, Since 31 Jul 15 | INFY
4%₹42 Cr215,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 532174
3%₹32 Cr258,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
3%₹30 Cr65,000
Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 12 | RELIANCE
3%₹28 Cr93,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN
3%₹25 Cr310,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 09 | ITC
2%₹23 Cr455,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 22 | 532898
2%₹23 Cr675,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Mar 22 | 500312
2%₹22 Cr675,000

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 16.2% since its launch.  Ranked 12 in Multi Cap category.  Return for 2023 was 31.1% , 2022 was -1.6% and 2021 was 46.3% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (04 Nov 24) ₹370.451 ↓ -2.45   (-0.66 %)
Net Assets (Cr) ₹2,854 on 30 Sep 24
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.05
Sharpe Ratio 2.52
Information Ratio -0.45
Alpha Ratio 0.64
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
31 Oct 19₹10,000
31 Oct 20₹9,964
31 Oct 21₹16,741
31 Oct 22₹17,324
31 Oct 23₹19,239
31 Oct 24₹26,598

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 ₹518,033.
Net Profit of ₹218,033
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 -3.7%
3 Month -1.3%
6 Month 10.5%
1 Year 35%
3 Year 15.5%
5 Year 21.3%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 49.4%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ratish Varier1 Jan 222.75 Yr.
Sudhir Kedia1 Jan 222.75 Yr.

Data below for Principal Multi Cap Growth Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services19.83%
Industrials16.44%
Consumer Cyclical15.29%
Technology8.64%
Energy8.36%
Health Care7.75%
Basic Materials5.52%
Communication Services4.99%
Consumer Defensive3.98%
Utility2.85%
Real Estate2.28%
Asset Allocation
Asset ClassValue
Cash4.06%
Equity95.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
6%₹168 Cr556,134
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
4%₹122 Cr746,575
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
3%₹93 Cr1,689,887
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT
3%₹85 Cr230,571
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
3%₹83 Cr425,850
NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 532555
3%₹81 Cr1,955,077
Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 532814
3%₹76 Cr1,339,692
Lupin Ltd (Healthcare)
Equity, Since 30 Apr 24 | 500257
2%₹70 Cr311,373
KSB Ltd (Industrials)
Equity, Since 31 Jul 22 | KSB
2%₹70 Cr749,415
TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 520056
2%₹68 Cr49,053

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 2023 was 29% , 2022 was 1.5% and 2021 was 32.2% .

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 (04 Nov 24) ₹170.735 ↓ -1.22   (-0.71 %)
Net Assets (Cr) ₹96 on 30 Sep 24
Category Others - Index Fund
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.03
Sharpe Ratio 3.2
Information Ratio 0
Alpha Ratio 0
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
31 Oct 19₹10,000
31 Oct 20₹9,370
31 Oct 21₹15,185
31 Oct 22₹15,343
31 Oct 23₹16,667
31 Oct 24₹23,682

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 ₹481,656.
Net Profit of ₹181,656
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 -6%
3 Month -5.2%
6 Month 5.5%
1 Year 39.4%
3 Year 15.1%
5 Year 18.6%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 31.2%
Fund Manager information for Principal Nifty 100 Equal Weight Fund
NameSinceTenure
Rohit Seksaria1 Jan 222.75 Yr.
Ashish Aggarwal1 Jan 222.75 Yr.

Data below for Principal Nifty 100 Equal Weight Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash2.35%
Equity97.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 500251
1%₹1 Cr1,639
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 May 18 | 500830
1%₹1 Cr3,090
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
1%₹1 Cr5,686
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 May 18 | SBILIFE
1%₹1 Cr5,946
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCLIFE
1%₹1 Cr14,766
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 543320
1%₹1 Cr43,400
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 04 | 500312
1%₹1 Cr32,857
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 20 | TORNTPHARM
1%₹1 Cr3,105
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 May 18 | 540133
1%₹1 Cr14,242
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 03 | HCLTECH
1%₹1 Cr6,110

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 16.2% since its launch.  Ranked 8 in ELSS category.  Return for 2023 was 24.5% , 2022 was 4.3% and 2021 was 32.1% .

Below is the key information for Principal Tax Savings Fund

Principal Tax Savings Fund
Growth
Launch Date 31 Mar 96
NAV (04 Nov 24) ₹487.336 ↓ -4.32   (-0.88 %)
Net Assets (Cr) ₹1,411 on 30 Sep 24
Category Equity - ELSS
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 2.33
Information Ratio -0.38
Alpha Ratio -1.23
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,092
31 Oct 21₹16,270
31 Oct 22₹16,978
31 Oct 23₹18,415
31 Oct 24₹24,132

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 ₹481,656.
Net Profit of ₹181,656
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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 -3.8%
3 Month -2.1%
6 Month 6.8%
1 Year 28.1%
3 Year 13.1%
5 Year 18.9%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 49.4%
Fund Manager information for Principal Tax Savings Fund
NameSinceTenure
Sudhir Kedia29 Oct 194.93 Yr.
Rohit Seksaria1 Jan 222.75 Yr.

Data below for Principal Tax Savings Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services30.41%
Industrials12.54%
Consumer Cyclical10.94%
Technology9.81%
Health Care8.13%
Energy7.28%
Consumer Defensive6.7%
Communication Services5.87%
Basic Materials4.04%
Utility0.7%
Real Estate0.48%
Asset Allocation
Asset ClassValue
Cash3.08%
Equity96.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
7%₹99 Cr606,077
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 532174
6%₹81 Cr661,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
6%₹79 Cr260,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
4%₹61 Cr313,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
3%₹37 Cr311,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA
3%₹36 Cr200,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 05 | SBIN
3%₹36 Cr444,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
3%₹36 Cr96,021
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 890157
2%₹34 Cr283,000
Force Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 500033
2%₹32 Cr39,000

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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