Principal Tax Savings Fund

The Principal Tax Savings Fund , a Tax Savings multi-cap fund   Open Ended Mutual Funds   from Sundaram Asset Management Company Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Principal Tax Savings Fund - Performance

The Principal Tax Savings Fund has set a great track record, delivering an impressive 1-year return of -7.05. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹1,284.96 Cr. and the latest NAV declared is 464.79 as on 2026-10-21.

Principal Tax Savings Fund - Investment Strategy

The Principal Tax Savings Fund follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Principal Tax Savings Fund - Fees and Expenses

The Principal Tax Savings Fund has an expense ratio of 1.85 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

Principal Tax Savings Fund - SIP Planning

The Principal Tax Savings Fund, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Principal Tax Savings Fund is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Tax Savings provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Tax Savings Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.