Compare DSP Tax Saver Direct Plan Growth vs Axis Long Term Equity Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
DSP Tax Saver Direct Plan GrowthEquity
ELSS
4.0
INVEST NOW
Axis Long Term Equity Direct Plan GrowthEquity
ELSS
1.0
INVEST NOW
Add a fund

DSP Tax Saver Direct Plan Growth

(21.8%)

Axis Long Term Equity Direct Plan Growth

(9.7%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	0.80%	0.77%	-
NAV	₹105.6 (29-Sep-2023)	₹80.3 (29-Sep-2023)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹11,863Cr	₹31,411Cr	-
Exit Load	Nil	Nil	-

Returns

1Y
21.8%
9.7%
-
3Y
27.6%
16.7%
-
5Y
18.2%
12.4%
-

Pros & Cons

Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2. Higher alpha: 3.31
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 3. Exit load is zero4. Lower expense ratio: 0.8%
1. Exit load is zero2. Lower expense ratio: 0.77%3. 10Y annualised returns higher than category average by 1.77%
-

Cons
1. Lock-in period: 3Y
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y2. Lock-in period: 3Y3. Low rating: 1
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
7.0%
HDFC Bank Ltd.
6.8%
State Bank of India
3.8%
Axis Bank Ltd.
3.7%
Infosys Ltd.
3.6%
Mahindra & Mahindra Ltd.
3.1%
Hindustan Unilever Ltd.
2.8%
HCL Technologies Ltd.
2.3%
NTPC Ltd.
2.2%
Power Finance Corporation Ltd.
2.1%
Name
Assets
Bajaj Finance Ltd.
8.5%
Avenue Supermarts Ltd.
8.0%
Tata Consultancy Services Ltd.
7.1%
Nestle India Ltd.
6.2%
Info Edge (India) Ltd.
5.4%
Torrent Power Ltd.
4.8%
Pidilite Industries Ltd.
4.8%
HDFC Bank Ltd.
4.5%
Divi's Laboratories Ltd.
4.4%
Cholamandalam Investment and Finance Company Ltd.
4.3%
-

Fund Manager

Name
Rohit Singhania
Shreyash Devalkar
-
Education
Mr. Singhania is an MMS.
Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
-
Experience
Prior to joining DSP AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
-

About Fund

Description
DSP BlackRock Mutual Fund started their mutual fund on 16/12/1996 and its managing total assets of ₹78,763 Cr. Its ranked at 9 as per total assets at end of 30th Sep 2017.
Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.
-
Launch Date
16 Dec 1996
04 Sep 2009
-
Custodian
NA
Deutsche Bank
-
Registrar & Transfer Agent
Cams
KFin Tech
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Flexicap Fund Direct Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
HSBC Small Cap Fund Direct Growth

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Contact Us
PRODUCTS
StocksFutures & OptionsMutual FundsCredit
GROWW
About UsPricingBlogMedia & PressCareersHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestSitemap
ⓒ 2016-2023 Groww. All rights reserved, Built with ♥in India

Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

DSP Tax Saver Direct Plan Growth

Axis Long Term Equity Direct Plan Growth

Add a fund

DSP Tax Saver Direct Plan Growth

Axis Long Term Equity Direct Plan Growth

1. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2. Higher alpha: 3.31 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

3. Exit load is zero

4. Lower expense ratio: 0.8%

1. Exit load is zero

2. Lower expense ratio: 0.77%

3. 10Y annualised returns higher than category average by 1.77%

1. Lock-in period: 3Y

1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

2. Lock-in period: 3Y

3. Low rating: 1

Holding Analysis

Top Holdings

Popular Comparisons