Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Principal Tax Savings Fund

Ranked 23 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

P.V.K. Mohan

Objective

To build a high quality growth-oriented portfolio and to provide long-term capital gain to the investors. The scheme aims at providing returns through capital appreciation over the life of the scheme.

Performance

India over : 31/08/2015 - 31/08/2018
  • Rank 23/307 Total Return
  • Rank 271/307 Standard Deviation
  • Rank 255/307 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -8.4% -0.4%
2017 48.8% 17.1% 7.1% 4.5% 13.6%
2016 6.2% -6.5% 10.0% 10.7% -6.7%
2015 2.7% 1.6% 0.6% -3.3% 3.9%
2014 49.5% 6.4% 26.0% 4.7% 6.4%
2013 8.6% -8.5% 1.1% 0.0% 17.5%
2012 46.5% 20.7% 0.3% 10.7% 9.3%
2011 -30.4% -10.2% -3.2% -11.3% -9.7%
2010 15.0% 1.6% 1.7% 10.6% 0.7%
2009 64.7% -6.7% 40.8% 19.3% 5.0%
2008 -65.0% -34.3% -17.0% -11.0% -27.8%
2007 80.8% -4.1% 23.8% 9.7% 39.0%
2006 43.4% 28.6% -17.1% 14.0% 17.9%
2005 46.0% 1.2% 3.5% 24.2% 12.2%
2004 36.3% -2.0% -6.8% 19.3% 25.0%
2003 96.5% -4.0% 18.5% 30.8% 32.1%
2002 30.4% 24.5% -3.2% -2.7% 11.2%
2001 -18.4% -6.3% -9.1% -16.5% 14.7%
2000 -21.8% 18.6% -18.7% -13.6% -6.0%
1999 128.1% 34.0% -3.5% 42.3% 24.0%
1998 10.8% 5.4% -10.1% 12.4% 3.9%
1997 -0.8% 4.4% 6.5% -2.2% -8.7%
1996 -5.3% -1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date01/04/1996
  • Share Class size3,956Mn
  • Base currencyINR
  • ISIN INF173K01361

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment500

Charges

  • Initial investment0.00%

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