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Principal Personal Tax Saver

Ranked 233 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

P.V.K. Mohan

Objective

To provide long term growth of capital. The Investment Manager will aim to achieve a return on assets in excess of the performance of BSE 100 Index.

Performance

India over : 30/06/2015 - 30/06/2018
  • Rank 233/307 Total Return
  • Rank 218/307 Standard Deviation
  • Rank 201/307 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -8.7% 0.1%
2017 34.1% 12.2% 4.9% 2.0% 11.7%
2016 3.3% -5.4% 8.7% 8.4% -7.3%
2015 0.7% 3.4% -1.3% -2.2% 0.9%
2014 43.6% 9.8% 17.5% 4.8% 6.2%
2013 3.3% -8.1% 0.0% 1.4% 10.9%
2012 34.8% 16.0% 0.9% 9.1% 5.6%
2011 -28.7% -8.1% -2.2% -12.6% -9.3%
2010 16.2% 0.2% 4.0% 12.9% -1.3%
2009 86.9% -2.4% 48.4% 21.8% 5.9%
2008 -61.8% -32.5% -12.5% -8.5% -29.2%
2007 86.2% -2.9% 25.6% 16.3% 31.2%
2006 38.8% 25.5% -17.8% 12.6% 19.5%
2005 33.6% 2.4% 2.3% 22.7% 3.9%
2004 22.7% -4.1% -13.4% 20.8% 22.4%
2003 87.6% -13.8% 24.8% 28.8% 35.4%
2002 19.6% 16.1% 3.9% -11.2% 11.7%
2001 -16.1% -14.7% -0.5% -15.2% 16.7%
2000 5.7% 46.0% -17.2% -6.0% -7.0%
1999 179.2% 46.6% -1.9% 39.2% 39.5%
1998 26.2% 15.3% 4.3% 10.2% -4.8%
1997 33.4% 13.8% 13.6% 13.8% -9.3%
1996 -2.2% -9.1% 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date31/03/1996
  • Share Class size2,958Mn
  • Base currencyINR
  • ISIN INF173K01353

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment500

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).