Principal Personal Tax Saver Fund Direct
₹313.3800
As on 27-Dec-2021
Value Research Opinion
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Risk
This fund has risk.
As per SEBI's Riskometer.
Portfolio of Principal Personal Tax Saver Fund Direct
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Base Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Very High
|
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0.82 |
||||
|
Very High
|
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0.67 |
||||
|
Very High
|
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0.97 |
||||
|
Very High
|
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0.88 |
||||
|
Very High
|
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0.76 |
Other details of Principal Personal Tax Saver Fund Direct
Assets
Exit Load (Days)
--
Min. Investment (₹)
Min. Withdrawal (₹)
Min. SIP Investment (₹)
Min. No of Cheques
About Principal Personal Tax Saver Fund Direct
Principal Personal Tax Saver Fund Direct is a equity mutual fund scheme of Principal Mutual Fund. Launched on January 02, 2013, it is currently managed by . The fund has an expense ratio of 1.82% with an overall AUM (Assets Under Management) of Rs 333 crore.
Latest news on Principal Personal Tax Saver Fund Direct
Anupam Tiwari resigns from Principal Mutual Fund
1 min read•By News Desk
FAQ for Principal Personal Tax Saver Fund Direct
How to Invest in Principal Personal Tax Saver Fund Direct?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Principal Personal Tax Saver Fund Direct 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 Direct 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 Direct Today?
The latest declared NAV of Principal Personal Tax Saver Fund Direct, is ₹313.3800 as of 12-Nov-2026.
What is the return of Principal Personal Tax Saver Fund Direct in the last 5 years?
Over the past five years, Principal Personal Tax Saver Fund Direct has delivered an annualised return of --% as of 12-Nov-2026.
What is the minimum investment required in Principal Personal Tax Saver Fund Direct?
The minimum investment required to start investing in Principal Personal Tax Saver Fund Direct is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.
