DSP Tax Saver Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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Fund Objective

The primary investment objective of the Scheme is to seek to generate medium to long-term capital appreciationfrom a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, andto enable investors avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
DSP Tax Saver Fund - Direct Plan - Growth 3.05 11.89 67.49 27.18 17.61 19.28
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 3.62 14.76 58.74 21.41 15.47 14.23
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
DSP Tax Saver Fund - Direct Plan - Growth Dec 31, 2012 67.49 27.18 17.61 0.81 9,755.66
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 63.17 25.99 19.28 0.74 34,370.78
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 Unrated 34.90 14.91 12.78 0.91 14,854.52
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 71.48 16.88 9.89 0.99 12,466.99
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 59.10 21.62 14.03 1.23 10,861.71
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 67.46 22.31 15.79 1.17 10,028.81

Fund Holdings as on 30-September-2021

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Axis Bank Limited

  • State Bank of India

  • Bharti Airtel Limited

  • HCL Technologies Limited

  • Bajaj Finserv Limited

  • Tata Steel Limited

  • Kotak Mahindra Bank Limited

  • Crompton Greaves Consumer Electricals Limited

  • TREPS / Reverse Repo Investments / Corporate Debt Repo

  • ACC Limited

  • SBI Life Insurance Company Limited

  • UltraTech Cement Limited

  • NTPC Limited

  • Bharat Petroleum Corporation Limited

  • Dr. Reddy's Laboratories Limited

  • SBI Cards and Payment Services Limited

  • GHCL Limited

  • Container Corporation of India Limited

  • Larsen & Toubro Limited

  • Max Financial Services Limited

  • Emami Limited

  • Manappuram Finance Limited

  • Sun Pharmaceutical Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • LIC Housing Finance Limited

  • GAIL (India) Limited

  • Gujarat State Petronet Limited

  • Century Plyboards (India) Limited

  • KEI Industries Limited

  • Hero MotoCorp Limited

  • Indraprastha Gas Limited

  • Atul Limited

  • Bharat Forge Limited

  • Sheela Foam Limited

  • Bharat Electronics Limited

  • Chambal Fertilizers & Chemicals Limited

  • Britannia Industries Limited

  • Vardhman Textiles Limited

  • Jindal Steel & Power Limited

  • IPCA Laboratories Limited

  • Coromandel International Limited

  • KNR Constructions Limited

  • Tech Mahindra Limited

  • Cholamandalam Investment and Finance Company Limited

  • Equitas Holdings Limited

  • Voltas Limited

  • Whirlpool of India Limited

  • Ahluwalia Contracts (India) Limited

  • Finolex Cables Limited

  • Alembic Pharmaceuticals Limited

  • Supreme Industries Limited

  • Varroc Engineering Limited

  • Bharti Airtel Limited - Rights^

  • Net Receivables/Payables

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Cement & Construction Materials

  • Bank - Public

  • Insurance

  • Telecommunication - Service Provider

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Finance - Investment

  • Steel & Iron Products

  • Household & Personal Products

  • Industrial Gases & Fuels

  • Engineering - Construction

  • Fertilizers

  • Power Generation/Distribution

  • Refineries

  • Cable

  • Logistics

  • Finance - Others

  • Finance - Housing

  • Miscellaneous

  • Gas Transmission/Marketing

  • Wood & Wood Products

  • Automobile Two & Three Wheelers

  • Forgings

  • Engineering - Industrial Equipments

  • Consumer Food

  • Textile

  • Steel/Sponge Iron/Pig Iron

  • Air Conditioners

  • Construction - Real Estate

  • Plastic Products

  • Auto Ancillary

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Fund Manager

  • Education:B.Tech (Electronics & Communication), MBA (Finance)
  • Experience:39
  • Basic Details:From Sep 2018 to present - Assistant Vice President, Equity investment team.From July 2015 - August 2018 - Director - Head of Capital Goods, Power & Infra at B&K Securities India.From Nov 2011 - July 2015 - Senior Vice President - Capital Goods and Infra at Axis Capital Ltd.From Dec 2007 - October 2011 - Assistant Vice President at BNP Paribas India Securities.From July 2007 - Nov 2007 - Analyst at Thomas Weisel Partners.From October 2005 - June 2007 - Analyst at HSBC.From October 2004 - October 2005 - Analyst at IDC Corp.From June 2004 - Sep 2004 - Analyst at Frost & Sullivan.
  • Funds Managed:
  • DSP Equity Opportunities Fund
  • DSP India T.I.G.E.R. Fund
  • DSP Tax Saver Fund
  • DSP Equity Opportunities Fund
  • DSP India T.I.G.E.R. Fund
  • DSP Tax Saver Fund
  • Cash

  • Equity

  • Rights

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About DSP Tax Saver Fund

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Scheme Analysis

DSP Tax Saver Fund is a Equity - ELSS fund and belongs to DSP Mutual Fund. It was launched on 31-Dec-2012 and currently has an AUM of ₹9,755.66 crore. DSP Tax Saver Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 as primary index and NIFTY 500 - TRI as secondary index.

The NAV of DSP Tax Saver Fund ended down ₹-0.19(-0.21%)yesterday to ₹89.493.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The DSP Tax Saver Fund is managed by Rohit Singhania and Charanjit Singh.

Fund House Contact

Mafatlal Centre, 10th Floor, Nariman Point, Mumbai - 400 021

+91 (22) 66578000
+91 (22) 66578181