Principal Tax Savings 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)
4.2%
Score
56
Rank (Score, pool)
#49 of 245
Percentile (full, pool)
50
IR vs benchmark
—
CAGR (absolute)
34.9%
Max drawdown
-31.1%
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*
2.9%
2.3%
1.09
81
3.0%
22.2%
25.2%
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
-0.2
-0.8
2020
+0.4
+1.2
+0.7
-0.3
+0.3
-0.5
-0.2
+0.1
-0.8
+0.5
-0.2
+0.4
+1.5
2021
+1.1
-0.4
-1.4
+0.1
+0.8
+0.8
+0.4
-1.0
+0.5
+1.8
-0.3
-0.6
+1.6
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
-7.8
-1.2
+4.2
+0.9
-3.7
-3.3
-3.2
+6.9
+10.9
+0.6
+5.4
+8.5
2014
-3.7
+2.6
+7.6
+2.4
+14.5
+7.6
-0.7
+3.4
+2.2
+4.8
+3.3
-1.6
+50.1
2015
+5.0
-0.1
-3.0
-2.4
+3.8
-0.6
+4.5
-7.6
+0.3
+3.1
+1.3
-0.3
+3.3
2016
-7.8
-10.0
+12.9
+2.6
+3.4
+3.8
+4.8
+5.2
+0.5
+2.6
-7.4
-1.8
+6.7
2017
+7.0
+4.3
+5.0
+5.1
+1.5
+0.5
+5.5
-1.6
+0.7
+9.3
+0.8
+3.2
+49.2
2018
+0.6
-4.2
-4.7
+8.5
-4.2
-3.9
+4.4
+4.2
-9.3
-2.1
+2.7
+0.8
-8.3
2019
-2.6
-1.9
+8.3
-0.5
+2.3
-2.0
-6.4
-2.1
+3.7
+2.8
+1.7
+0.4
+2.9
2020
+0.2
-5.0
-22.8
+13.7
-1.9
+7.7
+6.5
+3.6
-1.1
+3.1
+11.6
+7.8
+19.5
2021
-0.8
+7.4
-0.4
+0.5
+7.8
+2.8
+2.0
+5.5
+3.9
+2.1
-3.2
+1.8
+32.8
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