elssVery high risk

Principal Personal Tax Saver Fund - Direct Plan

An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From Principal Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹313.38

▲ 0.35% today

As of 27 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.32 L

▲ ₹32.1k gain · 32.1% / year

Invested 3 years ago

₹1.61 L

▲ ₹61.0k gain · 17.2% / year

Invested 5 years ago

₹2.01 L

▲ ₹1.01 L gain · 15.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

21.3%

The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-41.25%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year32.10%

CAGR — 3 years17.20%

CAGR — 5 years14.98%

CAGR — since launch13.24%

Volatility — 1 year (annualised)15.61%

Volatility — 3 years (annualised)21.29%

Max drawdown — 1 year-9.30%

Max drawdown — 3 years-37.29%

Sharpe ratio — 1 year (rf=6%)1.41

Sharpe ratio — 3 years (rf=6%)0.48

Fund info

Fund house: Principal Mutual Fund
Category: Equity Scheme - ELSS
Plan: Direct
Option: —
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119486
First price on record: 2 Jan 2013 · 2,208 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.