Fund Analysis

Tread with Caution

Principal Tax Savings Fund has been a moderate performer for a long time, showing improvement only in the past 3 years

Last updated: 14-Nov-2022•Research Desk

A moderate performer within the tax saving category for much of its ten-year existence, Principal Tax Saving has displayed a marked improvement in its returns over the past three years. The fund's 3-year CAGR of 19.2 per cent puts it among the top three funds in the category, beating the benchmark by 9 percentage points and the category by 5 percentage points. Its returns were notable in 2012, 2013 and on a year-to-date ba

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