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Principal Smart Equity Fund

Invest Principal Smart Equity Fund Online






THE SMART CHOICE:
  • Allocates your investments between equity and debt based on the price earning ratio of Nifty 50 Index.
  • Long term investments with lesser volatility in returns.
  • Investment based on disciplined formula based portfolio strategy.
  • Tax Efficient Returns*
    • Long Term Capital Gains Exempt from Tax
    • Dividends completely tax free
*Note - The listed Features are applicable to ?Equity Oriented Funds? under the current Tax regime.


Fund Manager's view

The equity exposure in the Principal Smart Equity Fund depends on the valuation of the markets, the more expensive the market, the lower is the equity exposure. Hence the fund buys stocks when the markets are cheap and cuts exposure when they are expensive. Currently the equity exposure is around 20% (Data as of Sept. 29, 2016). Hence, if there is a sharp correction in the markets, the fund would add to equity exposure at the lower levels which would help the fund as we remain bullish on equity over the medium term.

- Rajat Jain





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

Top 10 Tax Saver Mutual Funds to invest in India for 2016

Best 10 ELSS Mutual Funds in India for 2016

1. BNP Paribas Long Term Equity Fund

2. Axis Tax Saver Fund

3. Religare Tax Plan

4. DSP BlackRock Tax Saver Fund

5. Franklin India TaxShield

6. ICICI Prudential Long Term Equity Fund

7. IDFC Tax Advantage (ELSS) Fund

8. Birla Sun Life Tax Relief 96

9. Reliance Tax Saver (ELSS) Fund

10. Birla Sun Life Tax Plan

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