Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Monthly Investment Amt. (₹)
Investment period (years)
Principal AMC Pvt. Ltd is currently one of India’s leading Mutual Fund houses. As of March 2019, Principal Mutual Fund India has a total sum of Rs. 7,090 Crore under its ambit. It is also registered with SEBI with the registration number being MF/019/94/0
₹ 9,499.49 Cr.