Principal Personal Tax Saver Fund - Direct Plan

Principal Personal Tax Saver Fund - Direct Plan of PRINCIPAL Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

2.1

Age

NA Years

Fund Manager

P V K Mohan

AuM (Rs Crores)

298.5065

Asset Class

ELSS

Net Asset Value:

189.5

Rating

2

Bench Mark

S&P BSE 100 TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

.53 Times

Fund Manager Details:

P V K Mohan PGDM from IIM Banglore and B.E from REC Calicut. He joined Principal PNB Amc as senior fund manager -Equity in may 21. Prior to this he worked as senior fund manager equity in ICICI prudential Mutual fund and as portfilio manager in DSp Blackroch mutual fund and later as fund manager of IL&FS mutual fund.

Objective:

To provide long-term growth of capital.

Top Holdings:

  • Banks (21.39)
  • IT - Software (8.82)
  • FMCG (7.68)
  • Pharmaceuticals (5.11)
  • Refineries (4.94)
  • Automobile (4.67)
  • Finance (3.92)
  • Power Generation & Distribution (3.91)
  • Tobacco Products (3.89)
  • Cement (3.65)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition