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Principal Tax Saving Fund




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Why Principal Tax Savings Fund?
•       Eligible for tax deduction of up to 1.5 lakh to investors under section 80C of the Income Tax Act, 1961
•       Lock-in period of three years is low compared to other Tax saving options
•       Opportunity to generate wealth as money is invested in equity markets
Performance of Principal Tax Savings Fund ? Lumpsum Investment (as on December 30, 2016)
Past performance may or may not be sustained in future. Since Inception Returns (in %) are calculated on Compounded Annualised Basis.
$ PTP (Point to Point) Returns is based on standard investment of ₹ 10,000/- made at the beginning of relevant period.
Performance of the dividend option for the investors would be net of dividend distribution tax, as applicable.       ^ Growth Option
Performance of Principal Tax Savings Fund ? SIP Investment
Inception Date - March 31, 1996
Returns shown above are for Regular Plan - Growth option. Past performance may or may not be sustained in the future.
The returns shown above are calculated using XIRR approach assuming investment of ₹ 10,000/- on the 1st business day of every month. XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows with the correct allowance for the time impact of the transactions. Load is not taken into consideration for computation of performance.
Disclaimer: The above investment simulation is for illustrative purposes only and should not be construed as a promise on minimum returns and safeguard of capital. The AMC / Mutual Fund is not guaranteeing or promising or forecasting any returns. SIP does not assure a profit or guarantee protection against a loss in a declining market.
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Annexure of other schemes managed by Fund Manager
Principal Growth Fund (as on December 30, 2016)
Principal Equity Savings Fund (as on December 30, 2016)
Principal Balanced Fund (as on December 30, 2016)
Past performance may or may not be sustained in future. Since Inception Returns (in %) are calculated on Compounded Annualised Basis.
$ PTP (Point to Point) Returns is based on standard investment of ₹ 10,000/- made at the beginning of relevant period.
Performance of the dividend option for the investors would be net of dividend distribution tax, as applicable.        ^ Growth Option
Product Label for Principal Tax Savings Fund
This Product Is Suitable For Investors Who Are Seeking~-
Long term Capital Growth with a three year lock-in.
Investment in equity & equity related securities including equity derivatives of companies across market capitalization.
~ Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.





Invest Rs 1,50,000 and Save Tax upto Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds

Top 10 Tax Saver Mutual Funds for 2018

Best 10 ELSS Mutual Funds to invest in India for 2018

1. DSP BlackRock Tax Saver Fund

2. Invesco India Tax Plan

3. Tata India Tax Savings Fund

4. ICICI Prudential Long Term Equity Fund

5. Birla Sun Life Tax Relief 96

6. Franklin India TaxShield 

7. Reliance Tax Saver (ELSS) Fund

8. BNP Paribas Long Term Equity Fund

9. Axis Tax Saver Fund

10. Birla Sun Life Tax Plan



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