Principal Personal Tax Saver Fund - Direct Plan (defunct)
Principal Mutual Fund · Equity · mandate: ≥80% in equities; 3-year lock-in (Sec 80C) · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
—
Active return /yr (full)
1.0%
Score
50
Rank (Score, pool)
#103 of 245
Percentile (full, pool)
50
IR vs benchmark
—
CAGR (absolute)
31.7%
Max drawdown
-32.0%
Months of data
107
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22*
0.7%
0.0%
0.19
50
4.2%
22.2%
22.9%
9
FY23
—
—
—
—
—
—
—
0
FY24
—
—
—
—
—
—
—
0
FY25
—
—
—
—
—
—
—
0
FY26
—
—
—
—
—
—
—
0
FY27*
—
—
—
—
—
—
—
0
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-1.0
+0.4
-0.3
-0.9
2020
+0.4
+1.1
+0.2
-0.0
+0.2
-0.4
-0.1
+0.1
-0.9
+0.6
-0.1
+0.4
+1.4
2021
+1.0
-0.4
-1.5
+0.1
+0.8
+0.7
+0.5
-0.9
+0.4
+1.8
-0.4
-2.4
-0.3
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-7.2
-1.9
+3.4
+0.0
-3.2
-1.0
-2.3
+5.0
+9.1
-1.3
+3.2
+2.8
2014
-2.2
+4.2
+7.8
-0.3
+11.0
+6.3
+0.2
+3.9
+0.8
+5.1
+3.5
-2.2
+44.3
2015
+6.5
-0.2
-2.5
-3.6
+3.3
-0.7
+4.0
-5.8
+0.0
+1.8
-0.7
-0.1
+1.4
2016
-6.1
-9.0
+10.9
+2.1
+4.0
+2.5
+6.1
+3.7
-1.4
+1.3
-5.3
-3.2
+4.0
2017
+5.8
+3.0
+3.0
+2.9
+2.6
-0.5
+5.1
-2.7
-0.1
+8.2
+0.1
+3.2
+34.9
2018
+0.6
-4.7
-4.6
+8.5
-4.0
-3.7
+4.7
+4.4
-9.5
-2.0
+2.4
+0.7
-8.4
2019
-2.5
-2.1
+8.3
-0.5
+2.4
-2.1
-6.5
-2.2
+3.6
+2.8
+1.7
+0.3
+2.5
2020
+0.2
-5.1
-23.4
+14.0
-2.1
+7.9
+6.6
+3.7
-1.1
+3.2
+11.6
+7.8
+19.1
2021
-0.9
+7.5
-0.4
+0.5
+7.8
+2.7
+2.1
+5.6
+3.8
+2.1
-3.3
-0.1
+30.3
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard