Principal Tax Savings Fund Equity - Tax Planning

Plan: OPEN | Option: Growth | Sudhir Kedia

17 Sep 21 | 12:00 AM

324.42 -1.52 (-0.47%)

  • Outperforms

    59.00%

    Return (1Y)

    beaten Nifty 500 TRI by 0.24%

  • Less Volatile

    0.98%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.25%

  • Consistent

    8/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Principal Tax Savings Fund, has beaten by 0.24% (CAGR difference)

59.00%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Principal Tax Savings Fund is Lower than by -0.25%

0.98%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition