DSP Tax Saver Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 - Regular Plan - Growth -3.90 -1.28 42.06 21.39 17.31 15.00
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
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 - Regular Plan - Growth Jan 18, 2007 42.06 21.39 17.31 1.81 9,805.13
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 33.43 20.49 19.35 1.58 34,234.74
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 Unrated 19.71 10.77 13.32 1.76 14,647
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 44.94 12.09 9.79 1.75 12,445.80
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 37.53 17.50 14.44 1.81 11,094.46
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 40.94 23.05 21.88 1.70 10,145.72

Fund Holdings as on 31-October-2021

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Axis Bank Limited

  • State Bank of India

  • Bharti Airtel Limited

  • Kotak Mahindra Bank Limited

  • HCL Technologies Limited

  • Tata Steel Limited

  • Crompton Greaves Consumer Electricals Limited

  • Bajaj Finserv Limited

  • ACC Limited

  • SBI Cards and Payment Services Limited

  • SBI Life Insurance Company Limited

  • UltraTech Cement Limited

  • Manappuram Finance Limited

  • Bharat Petroleum Corporation Limited

  • NTPC Limited

  • Dr. Reddy's Laboratories Limited

  • Larsen & Toubro Limited

  • Container Corporation of India Limited

  • GHCL Limited

  • Emami Limited

  • Sun Pharmaceutical Industries Limited

  • Century Plyboards (India) Limited

  • LIC Housing Finance Limited

  • Jindal Steel & Power Limited

  • Bharat Forge Limited

  • Gujarat State Petronet Limited

  • KEI Industries Limited

  • Sheela Foam Limited

  • ICICI Lombard General Insurance Company Limited

  • Indraprastha Gas Limited

  • Hero MotoCorp Limited

  • Chambal Fertilizers & Chemicals Limited

  • Atul Limited

  • GAIL (India) Limited

  • Bharat Electronics Limited

  • Vardhman Textiles Limited

  • Max Financial Services Limited

  • Britannia Industries Limited

  • Coromandel International Limited

  • Whirlpool of India Limited

  • IPCA Laboratories Limited

  • Cholamandalam Investment and Finance Company Limited

  • Tech Mahindra Limited

  • Supreme Industries Limited

  • Equitas Holdings Limited

  • KNR Constructions Limited

  • Ahluwalia Contracts (India) Limited

  • Alembic Pharmaceuticals Limited

  • Bank of Baroda

  • TREPS / Reverse Repo Investments / Corporate Debt Repo

  • Finolex Cables Limited

  • Net Receivables/Payables

  • Citibank N.A.

  • Voltas Limited

  • FSN E-Commerce Ventures Limited

  • Bharti Airtel Limited - Partly Paid Shares

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Bank - Public

  • Insurance

  • Consumer Durables - Domestic Appliances

  • Telecommunication - Service Provider

  • Chemicals

  • Household & Personal Products

  • Engineering - Construction

  • Industrial Gases & Fuels

  • Steel & Iron Products

  • Finance - Investment

  • Fertilizers

  • Refineries

  • Cable

  • Power Generation/Distribution

  • Logistics

  • Wood & Wood Products

  • Finance - Housing

  • Steel/Sponge Iron/Pig Iron

  • Forgings

  • Gas Transmission/Marketing

  • Automobile Two & Three Wheelers

  • Engineering - Industrial Equipments

  • Textile

  • Finance - Others

  • Miscellaneous

  • Consumer Food

  • Plastic Products

  • Construction - Real Estate

  • Air Conditioners

  • e-Commerce

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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

  • Deposits

  • Equity

  • Rights

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About DSP Tax Saver Fund

Scheme Analysis

DSP Tax Saver Fund is a Equity - ELSS fund and belongs to DSP Mutual Fund. It was launched on 18-Jan-2007 and currently has an AUM of ₹9,805.13 crore. DSP Tax Saver Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of DSP Tax Saver Fund ended down ₹-0.16(-0.2%)yesterday to ₹80.026.

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