Overview (as on 18 May 2021)

NAV

₹74.274

1y returns

81.342%

Fund AUM

₹8,176 Cr

Expense Ratio

0.86%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
36.57%
Basic Materials
14.60%
Tech
10.87%
Consumer
7.78%
Industrials
7.73%
Health
7.35%
Utilities
4.62%
Communication
4.16%
Defensive
3.63%
Energy
2.70%
Size Breakup
Large Cap
68.50%
Mid Cap
25.63%
Small Cap
5.87%

Key Metrics

Beta 

1.01

Std deviation 

19.56%

Sharpe Ratio 

0.61

Holdings

Fund Details

Investment Objectives
The primary investment objective of the Scheme is to seek 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 to avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time.
Scheme Name
DSP Tax Saver Fund Direct Plan Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Charanjit Singh
Fund House Details
Fund House
DSP Investment Managers Private Limited
Email
service@dspblackrock.com
Phone
+912266578181
Address
Tulsiani Chambers,,West Wing, 11th Floor,,Nariman Point

Other Related Plans

Peer Funds

DSP Tax Saver Fund Direct Plan Growth

NAV

₹74.274

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Charanjit Singh
Charanjit Singh

manager

Work Experience
"null"
Rohit Singhania
Rohit Singhania

leader

Qualifications
B.Com., MMS (Finance)
Work Experience
"Rohit is a Research Analyst focusing on sectors like Auto, Auto Ancillaries, Metals, Infrastructure, Sugar and Hotels. He is the Co-Fund Manager for DSP India T.I.G.E.R. Fund since June 2010. Rohit joined DSP Investment Managers in September 2005, as Portfolio Analyst for the firms Portfolio Management Services (PMS) division. He was transferred to the Institutional Equities Team of DSP Investment Managers in June 2009. Previously, he was with HDFC Securities Limited as a part of its Institutional Equities Research Desk. He spent 13 months at HDFC Securities as Sr. Equity Analyst."

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Marketing and distribution of various financial products such as loans and deposits are powered by Finzoomers Services Private Limited.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

[ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]