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Principal Tax Savings Fund Direct Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option
Side-by-side metrics
Metric#141829
SchemePrincipal Tax Savings Fund Direct Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option
HousePrincipal Mutual Fund
CategoryEquity Scheme - ELSS
Latest NAV₹338.54
1M return0.78%
3M return-0.38%
6M return11.32%
1Y return31.53%
3Y CAGR17.53%
5Y CAGR—
Inception CAGR12.28%
σ 1Y (annualized)15.48%
σ 3Y (annualized)20.87%
Max drawdown (all)-40.49%
Sharpe 1Y (rf=6%)1.43
Sharpe 3Y (rf=6%)0.50