Principal Personal Tax Saver Fund - Direct Plan
Investment Objective
To provide long term growth of capital. The Investment Manager will aim to achieve a return on assets in excess of the performance of BSE 100 Index.
Fund Mandate
Portfolio holdings not disclosed for this fund yet.
Quant ELSS Tax Saver Fund - Growth - Direct Plan and 4 more peers in this category.
Build comparisonNo recent news found for Principal Personal Tax Saver Fund - Direct Plan.
Principal MF Latest News
Risk metrics are not available for this fund.
This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):
Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.
Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.
General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.