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Dsp Tax Saver Fund - Direct Plan - Idcw Payout

Equity | Tax Savings

(NAV as of 15/04/2024)
79.52 (-0.99)

3Y Returns

18.14%

Min SIP

500

Min Lumpsum

500

Expense Ratio

0.82%

Fund Size

10219 Cr

Inception Date

31-Dec-12

Fund Manager

Rohit Singhania

Exit Load

Nil.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

98.19%

Debt & Others

1.81%

Market Cap Allocation

Large Cap

68.19%

Mid Cap

19.41%

Small Cap

9.66%

Other Cap

2.74%

Sector Allocation

Banks

23.51%

Finance

9.51%

Internet and Technology

9.01%

Automobiles

8.33%

Pharmaceuticals

8.10%

Top Ten Holdings

ICICI Bank Ltd

7.70%

HDFC Bank Ltd

7.06%

TREPS / Reverse Repo Investments / Corporate Debt Repo

4.85%

State Bank Of India

4.06%

Power Finance Corporation Ltd

2.88%

Investment 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 House Detail

AMC Name

DSP Investment Managers Private Limited

Address

Mafatlal Centre,10th Floor, Nariman Point,Mumbai - 400 021

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