DSP Tax Saver Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 -6.60 -5.89 8.50 15.78 12.03 14.02
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 8.50 15.78 12.03 1.81 9,811.13
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 -2.69 10.36 11.24 1.68 31,655.93
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 Unrated -1.52 6.38 7.14 1.80 13,735.60
Mirae Asset Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 8.49 17.48 15.06 1.64 11,962.66
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 11.89 8.73 4.71 1.72 11,679.10
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 8.18 12.70 9.50 1.86 10,575.29

Fund Holdings as on 30-April-2022

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Axis Bank Limited

  • State Bank of India

  • SBI Life Insurance Company Limited

  • NTPC Limited

  • Bharti Airtel Limited

  • Sun Pharmaceutical Industries Limited

  • HCL Technologies Limited

  • Mahindra & Mahindra Limited

  • ACC Limited

  • GHCL Limited

  • Dr. Reddy's Laboratories Limited

  • UltraTech Cement Limited

  • SBI Cards and Payment Services Limited

  • Emami Limited

  • GAIL (India) Limited

  • Crompton Greaves Consumer Electricals Limited

  • Bharat Electronics Limited

  • LIC Housing Finance Limited

  • Hero MotoCorp Limited

  • Bharat Petroleum Corporation Limited

  • TREPS / Reverse Repo Investments / Corporate Debt Repo

  • Oil & Natural Gas Corporation Limited

  • Container Corporation of India Limited

  • Gujarat State Petronet Limited

  • Century Plyboards (India) Limited

  • KEI Industries Limited

  • Bharat Forge Limited

  • Supreme Industries Limited

  • Coromandel International Limited

  • Sheela Foam Limited

  • Chambal Fertilizers & Chemicals Limited

  • Jindal Steel & Power Limited

  • Lupin Limited

  • Atul Limited

  • Ahluwalia Contracts (India) Limited

  • Vardhman Textiles Limited

  • Marico Limited

  • IPCA Laboratories Limited

  • Alembic Pharmaceuticals Limited

  • KNR Constructions Limited

  • Whirlpool of India Limited

  • Max Financial Services Limited

  • Equitas Holdings Limited

  • MphasiS Limited

  • G R Infraprojects Limited

  • Cholamandalam Investment and Finance Company Limited

  • KEC International Limited

  • Finolex Cables Limited

  • JB Chemicals & Pharmaceuticals Limited

  • PB Fintech Limited

  • Bharti Airtel Limited - Partly Paid Shares

  • Net Receivables/Payables

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Cement & Construction Materials

  • Chemicals

  • Finance - NBFC

  • Household & Personal Products

  • Insurance

  • Power Generation/Distribution

  • Telecommunication - Service Provider

  • Consumer Durables - Domestic Appliances

  • Automobiles - Passenger Cars

  • Fertilizers

  • Engineering - Construction

  • Industrial Gases & Fuels

  • Cable

  • Engineering - Industrial Equipments

  • Finance - Housing

  • Automobile Two & Three Wheelers

  • Refineries

  • Oil Exploration

  • Logistics

  • Gas Transmission/Marketing

  • Wood & Wood Products

  • Forgings

  • Miscellaneous

  • Plastic Products

  • Steel/Sponge Iron/Pig Iron

  • Construction - Real Estate

  • Textile

  • Consumer Food

  • Finance - Others

  • 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

  • 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 ₹9,811.13 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 up ₹1.59(2.17%)yesterday to ₹74.874.

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