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DSP Tax Saver Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : ELSS
Fund House : DSP Mutual Fund
  • NAV
    : ₹ 78.231 0.64%
    (as on 24th June, 2021)
Crisil Rank
Above average performance among peers
Risk-O-Meter
Moderately High

Suitable For : Investors who are looking to invest money for at least 3 years and looking for additional benefits of income tax saving apart from higher returns expectations. At the same time, these investors should also be ready for possibility of moderate losses in their investments and 3 year lock-in period.

Crisil Rank Change : Fund Crisil rank was updated from 3 to 4 in the previous quarter.

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Returns (NAV as on 24th June, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 17-Jun-21 10060.10 0.60% - -0.36% 37/63
1 Month 24-May-21 10365.40 3.65% - 3.42% 49/63
3 Month 24-Mar-21 11443.10 14.43% - 11.75% 16/63
6 Month 24-Dec-20 12579.20 25.79% - 22.03% 16/63
YTD 01-Jan-21 12335.80 23.36% - 20.00% 16/63
1 Year 24-Jun-20 16586.30 65.86% 65.86% 64.82% 24/63
2 Year 24-Jun-19 15411.30 54.11% 24.11% 21.20% 14/61
3 Year 22-Jun-18 16644.50 66.45% 18.46% 13.64% 8/57
5 Year 24-Jun-16 23082.40 130.82% 18.20% 15.84% 8/42
Since Inception 01-Jan-13 40930.80 309.31% 18.07% 15.37% 13/57

SIP Returns (NAV as on 24th June, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 24-Jun-20 12000 15992.35 33.27 % 66.86 %
2 Year 24-Jun-19 24000 35339.76 47.25 % 42.19 %
3 Year 22-Jun-18 36000 55170.54 53.25 % 29.75 %
5 Year 24-Jun-16 60000 99511.5 65.85 % 20.34 %
 

Tax Treatment

Portfolio (Updated on 01st Jan,1970)

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 31st May, 2021)

  • Standard Deviation

    High volatility
    20.5vs19.07
    Category Avg
  • Beta

    High volatility
    0.96vs0.84
    Category Avg
  • Sharpe Ratio

    Better risk adjusted returns
    0.67vs0.46
    Category Avg
  • Treynor's Ratio

    Better risk adjusted returns
    0.14vs0.1
    Category Avg
  • Jension's Alpha

    Better risk adjusted returns
    3.56vs0.25
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Quant Tax Plan - Direct Plan - Growth 5 203.59 2.71 22.49 41.68 115.69 30.24
IDFC Tax Advantage (ELSS) Fund - Direct Plan - Growth 4 3271.32 2.43 14.34 31.88 82.81 15.31
BOI AXA Tax Advantage Fund - Direct Plan - Growth 5 453.28 3.98 13.47 22.51 73.08 18.28
Mirae Asset Tax Saver Fund - Direct Plan - Growth 5 7939.53 3.23 11.18 23.26 70.80 21.32
Canara Robeco Equity Tax Saver - Direct Plan - Growth 5 2226.66 3.79 11.02 21.01 67.24 20.67
Franklin India Taxshield Fund - Direct - Growth 3 4635.75 3.87 11.07 24.15 67.04 12.44
Mahindra Manulife ELSS Kar Bachat Yojana - Direct Plan - Growth 3 371.75 4.60 11.67 24.21 65.89 14.53
Quantum Tax Saving Fund - Direct Plan - Growth 4 96.32 1.95 9.47 20.59 63.60 10.91
PGIM India Long Term Equity Fund - Direct Plan - Growth 3 367.13 2.94 13.49 22.63 63.25 15.77
Nippon India Tax Saver Fund - Direct Plan - Growth 1 11667.38 2.21 8.77 23.18 63.08 6.48

More Funds from DSP Mutual Fund

Out of 53 mutual fund schemes offered by this AMC, 4 is/are ranked 5 * , 6 is/are ranked 4 * , 8 is/are ranked 3 * , 4 is/are ranked 2 * , 1 is/are ranked 1 * , and 30 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
DSP Midcap Fund - Direct Plan - Growth 3 12162.25 4.27 13.24 21.78 61.03 17.41
DSP Liquidity Fund - Direct Plan - Growth 4 10408.43 0.22 0.77 1.56 3.24 5.47
DSP Tax Saver Fund - Direct Plan - Growth 4 8746.70 2.66 13.33 24.58 65.64 18.18
DSP Small Cap Fund - Direct Plan - Growth 3 7250.52 3.43 18.64 32.69 91.34 17.00
DSP Equity & Bond Fund - Direct Plan - Growth 4 6768.81 2.86 9.17 15.72 45.23 15.84
DSP Equity Opportunities Fund - Direct Plan - Growth 3 6348.18 2.36 13.49 24.73 62.85 16.56
DSP Flexi Cap Fund - Direct Plan - Growth 4 5416.53 3.88 12.25 21.50 61.55 18.61
DSP Low Duration Fund - Direct Plan - Growth 4 4586.13 0.20 1.05 1.82 4.52 7.37
DSP Ultra Short Fund - Direct Plan - Growth 3 3701.13 0.22 0.88 1.73 3.84 5.83
DSP Banking & PSU Debt Fund - Direct Plan - Growth 5 3673.69 0.10 1.29 1.45 5.30 9.16

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