DSP Tax Saver Fund - Regular Plan - Growth

DSP Tax Saver Fund - Regular Plan - Growth

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Category: Equity: ELSS
Launch Date: 05-01-2007
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.81% As on (31-10-2021)
Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 9,805.13 Cr As on (31-10-2021)
Turn over: 52.00
NAV as on 03-12-2021

80.026

-0.16 (-0.2049%)

CAGR Since Inception

15.0%

NIFTY 500 TRI 17.0%

PERFORMANCE of DSP Tax Saver Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 03-12-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Tax Saver Fund - Regular Plan - Growth 42.06 21.42 17.33 18.51 15.0
NIFTY 500 TRI 37.81 18.94 17.78 15.45 17.0
Equity: ELSS 37.22 17.87 16.17 16.1 15.3

Yearly Performance (%)

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Fund Managers

Rohit Singhania,Charanjit Singh

Investment Objective

The scheme seeks to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors avail of deduction from total income, as permitted under the income tax act.

RETURNS CALCULATOR for DSP Tax Saver Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of DSP Tax Saver Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Tax Saver Fund - Regular Plan - Growth 14.6 1.03 -1.34 1.07 - -
Equity: ELSS - - - - - -

PEER COMPARISION of DSP Tax Saver Fund - Regular Plan - Growth

Period
Data as on - 03-12-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 42.06 25.07 21.42 17.33 18.51
Quant Tax Plan - Growth Option - Regular Plan 01-04-2000 71.46 51.84 34.38 25.71 20.07
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 52.37 31.92 20.9 19.51 18.13
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 45.74 35.89 27.67 21.77 17.47
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 44.94 18.85 12.1 9.8 15.26
Mahindra Manulife ELSS Kar Bachat Yojana - Regular Plan - Growth 05-10-2016 44.46 24.81 17.72 12.85 0.0
PGIM India Long Term Equity Fund - Regular Plan - Growth Option 11-12-2015 42.59 25.91 19.46 17.3 0.0
HDFC Taxsaver - Growth Plan 05-03-1996 42.5 19.72 14.08 12.49 13.43
HDFC Long Term Advantage Plan - Growth Plan 05-01-2001 42.35 23.35 18.3 16.9 16.38
Union Long Term Equity Fund - Growth Option 23-12-2011 42.21 28.06 21.48 16.48 0.0

PORTFOLIO ANALYSIS of DSP Tax Saver Fund - Regular Plan - Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300