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Asset Size:381Cr
Expense Ratio:2.55%
Fund Manager(s):P.V.K. Mohan,
5year Returns:9.24%

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Principal Tax Savings - Regular Plan - Growth

       

Tax Savings
ELSS (Tax Savings)

Nav : 192.52 ( 0.15%) August 16th, 2019

People currently viewing this : 1

Rank (of 245)

9

Annualized Returns(5 yrs)

9.24%

Investment Horizon

>3 Yr

Doubled Money

7yrs 11m

Returns since March 31st, 1996

15.5%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

48.2L

Projected Maturity Amount

1.1Cr

     

Tax Savings
ELSS (Tax Savings)

Nav : 192.52 ( 0.15%) August 16th, 2019

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

48.2L

Projected Maturity Amount

1.1Cr

Rank (of 245)

9

Annualized Returns(5 yrs)

9.24%

Investment Horizon

>3 Yr

Doubled Money

7yrs 11m

Returns since March 31st, 1996

15.5%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To build a high quality growth-oriented portfolio to provide long-term capital gains to the investors,the scheme aims at providing returns through capital appreciation.

Basic Details
Fund House
Principal
Launch Date
March 31st, 1996
Expense Ratio
2.55%
Fund Category Risk
High
Std Dev (1Yr)
16.216
Std Dev (3Yr)
15.783
Std Dev (5Yr)
16.129
Asset Size
381Cr
Investment Details
Investment Plan
Growth
Return since Launch
15.5 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 67720555