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
Quant ELSS Tax Saver Growth Option Direct Plan		404.384	61.83%	8,342 cr	0.76%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
SBI Long Term Equity Fund Direct Growth	404.219	59.58%	21,976 cr	0.96%	Above Average
Bank of India ELSS Tax Saver Fund Direct Plan Growth	175.430	54.31%	1,210 cr	1.20%	High
DSP ELSS Tax Saver Fund Direct Plan Growth	125.668	41.21%	14,076 cr	0.79%	Average
Kotak ELSS Tax Saver-Scheme-Growth - Direct	118.874	38.69%	5,295 cr	0.56%	Below Average
Parag Parikh ELSS Tax Saver Fund Direct Growth	27.887	31.93%	3,175 cr	0.69%	Low
HSBC ELSS Tax saver Fund Direct Plan Growth Option	119.929	42.26%	3,674 cr	1.12%	Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
SBI Long Term Equity Fund Direct Growth	404.219	59.58%	21,976 cr	0.96%	Above Average
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	47.691	57.87%	3,205 cr	0.67%	High
Bank of India ELSS Tax Saver Fund Direct Plan Growth	175.430	54.31%	1,210 cr	1.2%	High

Principal Personal Tax Saver Fund - Direct Plan