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 6.41 3.79 70.33 13.32 16.12 14.34
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 4.27 0.24 66.71 9.99 13.55 13.44
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 70.33 13.32 16.12 1.83 8,176.47
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 53.18 12.25 15.22 1.85 28,238.59
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 43.55 5.88 11.73 1.98 13,387.91
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 69.73 2.41 7.83 2.01 11,115.39
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 63.47 9.81 11.53 1.89 9,275.91
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth Aug 19, 1999 63.22 11.12 12.81 1.82 8,298.12

Fund Holdings as on 30-April-2021

  • Infosys Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Tata Steel Limited

  • Axis Bank Limited

  • Bharti Airtel Limited

  • State Bank of India

  • Dr. Reddy's Laboratories Limited

  • Crompton Greaves Consumer Electricals Limited

  • UltraTech Cement Limited

  • ACC Limited

  • Bajaj Finserv Limited

  • Atul Limited

  • Sun Pharmaceutical Industries Limited

  • Container Corporation of India Limited

  • NTPC Limited

  • GAIL (India) Limited

  • Manappuram Finance Limited

  • Hindustan Unilever Limited

  • Max Financial Services Limited

  • Bharat Petroleum Corporation Limited

  • Cipla Limited

  • Larsen & Toubro Limited

  • Gujarat State Petronet Limited

  • Sheela Foam Limited

  • SBI Life Insurance Company Limited

  • TREPS / Reverse Repo Investments / Corporate Debt Repo

  • SBI Cards and Payment Services Limited

  • Emami Limited

  • Hindustan Petroleum Corporation Limited

  • GHCL Limited

  • Century Plyboards (India) Limited

  • Cholamandalam Investment and Finance Company Limited

  • Bharat Forge Limited

  • Bharat Electronics Limited

  • IPCA Laboratories Limited

  • Chambal Fertilizers & Chemicals Limited

  • MphasiS Limited

  • HDFC Life Insurance Company Limited

  • Voltas Limited

  • Housing Development Finance Corporation Limited

  • Vardhman Textiles Limited

  • Britannia Industries Limited

  • KNR Constructions Limited

  • Welspun India Limited

  • ICICI Lombard General Insurance Company Limited

  • HDFC Asset Management Company Limited

  • KEI Industries Limited

  • Equitas Holdings Limited

  • Coromandel International Limited

  • Alembic Pharmaceuticals Limited

  • Ahluwalia Contracts (India) Limited

  • Varroc Engineering Limited

  • Finolex Cables Limited

  • HCL Technologies Limited

  • Aavas Financiers Limited

  • Tata Consultancy Services Limited

  • Hindalco Industries Limited

  • Net Receivables/Payables

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Steel & Iron Products

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Bank - Public

  • Household & Personal Products

  • Insurance

  • Chemicals

  • Refineries

  • Engineering - Construction

  • Consumer Durables - Domestic Appliances

  • Finance - Investment

  • Textile

  • Logistics

  • Fertilizers

  • Power Generation/Distribution

  • Industrial Gases & Fuels

  • Finance - Others

  • Finance - Housing

  • Gas Transmission/Marketing

  • Cable

  • Wood & Wood Products

  • Miscellaneous

  • Forgings

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Consumer Food

  • Finance - Asset Management

  • Construction - Real Estate

  • Auto Ancillary

  • Metal - Non Ferrous

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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

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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 ₹8,176.47 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 ₹-0.59(-0.85%)yesterday to ₹68.151.

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