Principal Retail Equity Savings Fund- Dividend - Direct Plan
Investment Objective
To provide long term capital appreciation and regular income by investing in equity and equity related instruments and also in debt and money market instruments.
Fund Mandate
Portfolio holdings not disclosed for this fund yet.
TRUSTMF Small Cap Fund - Growth - Direct Plan and 4 more peers in this category.
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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.