Principal Personal Tax Saver Fund
Value Research Rating
Our Opinion
₹299.2600
As on 27-Dec-2021
Returns
Risk
This fund has risk.
As per SEBI's Riskometer.
Portfolio of Principal Personal Tax Saver Fund
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
 |
|
Very High
|
|
1.62 |
||
 |
|
Very High
|
|
1.81 |
||
|
|
Very High
|
|
1.69 |
||
|
|
Very High
|
|
1.86 |
||
|
|
Very High
|
|
2.65 |
Other details of Principal Personal Tax Saver Fund
Assets
Exit Load (Days)
--
Min. Investment (₹)
Min. Withdrawal (₹)
Min. SIP Investment (₹)
Min. No of Cheques
About Principal Personal Tax Saver Fund
Principal Personal Tax Saver Fund is a equity mutual fund scheme of Principal Mutual Fund. Launched on March 31, 1996, it is currently managed by . The fund has an expense ratio of 2.55% with an overall AUM (Assets Under Management) of ₹333 Cr.
The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.
Latest news on Principal Personal Tax Saver Fund
FAQ for Principal Personal Tax Saver Fund
How to Invest in Principal Personal Tax Saver Fund?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Principal Personal Tax Saver Fund through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Principal Personal Tax Saver Fund can be bought from the Principal Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Principal Personal Tax Saver Fund Today?
The latest declared NAV of Principal Personal Tax Saver Fund, is ₹299.2600 as of 12-May-2026.
What is the return of Principal Personal Tax Saver Fund in the last 5 years?
Over the past five years, Principal Personal Tax Saver Fund has delivered an annualised return of --% as of 12-May-2026.
What is the minimum investment required in Principal Personal Tax Saver Fund?
The minimum investment required to start investing in Principal Personal Tax Saver Fund is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.
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