Item: Principal Personal Tax Saver Fund - Direct Plan
Rating: 2
Author: Morningstar

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313.380 (0.346%)

NAV on December 27, 2021

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Blend

Total Assets 333 cr

Turnover Ratio 362.17%

Expense Ratio 2.13%

Exit Load -

Returns

Min Investment 500

Merger with Principal Tax Savings Fund - Direct Plan

Financial 36.65%

Industrial 14.21%

Technology 14.15%

Basic Materials 3.95%

Consumer Cyclical 11.97%

Utilities Services 0.0%

Healthcare Services 5.22%

Energy Services 4.38%

Communication Services 6.20%

Consumer Defensive 3.25%

Real Estate 0.00%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
DSP ELSS Tax Saver Fund Direct Plan Growth	147.570	15.72%	16,218 cr	0.72%	Average
Parag Parikh ELSS Tax Saver Fund Direct Growth	32.212	14.11%	4,906 cr	0.63%	Low
SBI Long Term Equity Fund Direct Growth	443.201	9.15%	28,506 cr	0.95%	Above Average
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	51.956	7.72%	3,897 cr	0.70%	High
JM Tax Gain Fund (Direct) - Growth	50.593	6.68%	189 cr	1.03%	Above Average
Kotak ELSS Tax Saver-Scheme-Growth - Direct	126.741	5.29%	5,863 cr	0.65%	Average
Bank of India ELSS Tax Saver Fund Direct Plan Growth	171.690	-2.17%	1,320 cr	0.83%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
DSP ELSS Tax Saver Fund Direct Plan Growth	147.570	15.72%	16,218 cr	0.72%	Average
HDFC ELSS TaxSaver -Direct Plan - Growth Option	1439.153	14.24%	15,556 cr	1.11%	Below Average
Parag Parikh ELSS Tax Saver Fund Direct Growth	32.212	14.11%	4,906 cr	0.63%	Low
LIC MF ELSS Tax Saver -Direct Plan Growth Option	165.520	13.65%	1,088 cr	0.97%	Average
PGIM India ELSS Tax Saver Fund Dir Gr	37.900	12.83%	764 cr	0.75%	Below Average
Franklin India ELSS Tax Saver Fund Direct Growth	1569.749	10.97%	6,359 cr	1.08%	Average
SBI Long Term Equity Fund Direct Growth	443.201	9.15%	28,506 cr	0.95%	Above Average

Principal Personal Tax Saver Fund - Direct Plan