Principal Tax Savings    Plan:
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2 Value Research




 
 Current Stats & Profile
Latest NAV   79.46 (18/06/13)
52-Week High   86.91 (21/01/13)
52-Week Low   67.13 (19/06/12)
Fund Category   Equity: Tax Planning
Type   Open End
Launch Date   March  1996
Risk Grade   Above Average
Return Grade   Below Average
Net Assets (Cr) *   217.34 (31/03/13) 
Benchmark   S&P BSE 200
* Quarterly Average
 
 Trailing Returns
As on 18 Jun 2013 Fund Category
Year to Date -6.33 -4.66
1-Month -5.44 -5.34
3-Month -0.85 -0.67
1-Year 19.15 13.63
3-Year 2.57 2.82
5-Year 0.31 5.20
Return Since Launch 15.67 --
Returns upto 1 year are absolute and over 1 year are annualised.
 Relative Performance (Fund Vs Category Average)

 Portfolio Summary
 Top Holdings    As on 31 May
 Name of Holding   % Net Assets
ITC    7.68
ICICI Bank    5.71
Reliance Industries    5.19
Tata Motors    4.55
HDFC    4.17

View additional holdings information
 
Top 5 Sectors % Net Asset
As on 31/05/2013
Financial   25.29
Energy   13.55
Automobile   11.08
Technology   8.93
Healthcare   8.65
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio.
 News and Analysis
Headline Date Story Type
Change is the Only Constant   26 Dec 2012   Fund Family Update
Availability of Principal Open-ended Schemes at NSE   31 Jul 2012   Fund News
Principal MF Re-shuffles Fund Management Responsibilities   22 Dec 2011   Fund News
Principal Tax Savings Fund: Suspension of Fresh Sale of Units   31 Aug 2011   Fund News
Rating Changes   04 Aug 2011   Fundwire
Principal Personal Tax Saver and Tax Savings Fund can now be transacted through NSE   04 Mar 2011   Fund News
Shyam Bhat Resigns from Principal Mutual Fund   28 Sep 2010   Fund News
Transaction Facility under Principal Mutual Fund   16 Apr 2010   Fund News
Principal Mutual Fund: Changes in Load Structure of some Schemes   19 Jan 2009   Fund News
Principal Pnb: Change in Benchmark of Equity Fund Schemes   08 Dec 2008   Fund News

View all news/stories related to this fund
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