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
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	52.921	1.48%	4,175 cr	0.67%	High
HDFC ELSS TaxSaver -Direct Plan - Growth Option	1358.848	-3.50%	16,618 cr	1.08%	Low
SBI ELSS Tax Saver Fund Direct Growth	424.836	-3.63%	32,171 cr	0.92%	Above Average
DSP ELSS Tax Saver Fund Direct Plan Growth	139.403	-4.07%	17,250 cr	0.74%	Average
JM Tax Gain Fund (Direct) - Growth	48.648	-4.25%	217 cr	1.01%	Above Average
HSBC ELSS Tax saver Fund Direct Plan Growth Option	131.495	-1.57%	4,023 cr	1.17%	Above Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Tata ELSS Fund Growth Direct Plan	46.773	-0.14%	4,674 cr	0.74%	Average
DSP ELSS Tax Saver Fund Direct Plan Growth	139.403	-4.07%	17,250 cr	0.74%	Average

Principal Personal Tax Saver Fund - Direct Plan