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 6.26 18.34 66.69 18.31 16.53 15.21
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 2.91 12.64 53.83 12.98 13.67 13.85
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 66.69 18.31 16.53 1.77 8,962.61
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 54.58 15.40 16.11 1.66 30,520.30
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 Unrated 37.17 8.58 12.17 1.79 14,044.14
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 64.45 7.69 8.54 1.88 11,671.52
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 52.25 14.11 12.48 1.82 10,169.08
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth Aug 19, 1999 58.64 13.85 13.60 1.97 8,965.26

Fund Holdings as on 30-June-2021

  • Infosys Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • State Bank of India

  • Axis Bank Limited

  • Tata Steel Limited

  • Bharti Airtel Limited

  • Dr. Reddy's Laboratories Limited

  • Crompton Greaves Consumer Electricals Limited

  • UltraTech Cement Limited

  • ACC Limited

  • Bajaj Finserv Limited

  • NTPC Limited

  • Larsen & Toubro Limited

  • Max Financial Services Limited

  • Bharat Petroleum Corporation Limited

  • Manappuram Finance Limited

  • Container Corporation of India Limited

  • GAIL (India) Limited

  • Gujarat State Petronet Limited

  • Kotak Mahindra Bank Limited

  • Sun Pharmaceutical Industries Limited

  • SBI Life Insurance Company Limited

  • Cipla Limited

  • TREPS / Reverse Repo Investments / Corporate Debt Repo

  • Atul Limited

  • Sheela Foam Limited

  • Hindustan Petroleum Corporation Limited

  • GHCL Limited

  • Emami Limited

  • Bharat Forge Limited

  • Chambal Fertilizers & Chemicals Limited

  • Century Plyboards (India) Limited

  • Hero MotoCorp Limited

  • SBI Cards and Payment Services Limited

  • HCL Technologies Limited

  • Vardhman Textiles Limited

  • Britannia Industries Limited

  • Bharat Electronics Limited

  • HDFC Life Insurance Company Limited

  • LIC Housing Finance Limited

  • IPCA Laboratories Limited

  • Housing Development Finance Corporation Limited

  • KNR Constructions Limited

  • Voltas Limited

  • Welspun India Limited

  • KEI Industries Limited

  • Ahluwalia Contracts (India) Limited

  • Cholamandalam Investment and Finance Company Limited

  • Coromandel International Limited

  • ICICI Lombard General Insurance Company Limited

  • Finolex Cables Limited

  • MphasiS Limited

  • HDFC Asset Management Company Limited

  • Equitas Holdings Limited

  • Alembic Pharmaceuticals Limited

  • Varroc Engineering Limited

  • Britannia Industries Limited^**

  • Net Receivables/Payables

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Finance - NBFC

  • Cement & Construction Materials

  • Steel & Iron Products

  • Telecommunication - Service Provider

  • Insurance

  • Refineries

  • Engineering - Construction

  • Chemicals

  • Household & Personal Products

  • Consumer Durables - Domestic Appliances

  • Finance - Investment

  • Power Generation/Distribution

  • Fertilizers

  • Textile

  • Finance - Housing

  • Finance - Others

  • Logistics

  • Industrial Gases & Fuels

  • Cable

  • Gas Transmission/Marketing

  • Forgings

  • Wood & Wood Products

  • Automobile Two & Three Wheelers

  • Miscellaneous

  • Engineering - Industrial Equipments

  • Consumer Food

  • Air Conditioners

  • Construction - Real Estate

  • Finance - Asset Management

  • 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

  • CRISIL AAA

  • Equity

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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 18-Jan-2007 and currently has an AUM of ₹8,962.61 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 ₹-0.16(-0.21%)yesterday to ₹78.317.

Among its top 3 holdings the fund has exposure to Infosys 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