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DSP Tax Saver Fund - Regular Plan - Growth

Equity: ELSS | Open Ended Scheme

NAV : 47.616

0.1 (0.22 %)

07-08-2020

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.

One Time Monthly
One Time Amount
Min Investment ₹500
Min Investment ₹500.0

Returns (since Jan 05, 2007)

12.2%

10 Year Returns

10.7 %

Doubled Money

6 Years 11 Months

Sharp Ratio

1.03 %

Volatility

14.6 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
6 Years 11 Months
10 Years 2 Months
12 Years 9 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

FUND INFORMATION

Basic Details
Fund House:
DSP Mutual Fund
Launch Date:
Jan 05, 2007
Expense Ratio:
1.9%
Fund Category Risk:
MODERATELY HIGH
Asset Size:
5,788.51 Cr
Fund Manager(s):
Rohit Singhania
Investment Details
Status:
Open Ended Scheme
Minimum Investment:
500.0
Minimum Topup:
500.0
Return since Launch:
12.2%

PERFORMANCE

Scheme Performance (%)

Data as on - 07-08-2020

Yearly Performance (%)

RETURNS CALCULATOR

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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.

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 3.79 0.02 1.95 6.88 10.7
Quant Tax Plan-Growth 01-04-2000 23.79 6.68 6.3 12.31 7.65
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 21.34 0.98 5.93 7.6 9.54
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 16.0 0.0 0.0 0.0 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 12.74 4.05 7.28 7.45 10.51
Shriram Long Term Equity Fund - Regular Growth 18-01-2019 10.9 0.0 0.0 0.0 0.0
Union Long Term Equity Fund - Growth Option 23-12-2011 10.33 1.47 3.5 3.21 0.0
Aditya Birla Sun Life Tax Relief 96 - Growth Option 05-03-1996 8.52 -2.43 2.78 6.23 10.26
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 01-08-2005 8.37 -0.59 2.11 4.9 8.31
Invesco India Tax Plan - Growth 29-12-2006 8.35 -0.63 4.73 6.87 11.52

PORTFOLIO ANALYSIS

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