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
3.0
INVEST NOW
Add a fund

DSP Tax Saver Direct Plan Growth

(0.0%)

Axis Long Term Equity Direct Plan Growth

(-11.2%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	0.82%	0.78%	-
NAV	₹87.7 (06-Oct-2022)	₹74.1 (06-Oct-2022)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹9,966Cr	₹31,361Cr	-
Exit Load	Nil	Nil	-

Returns

1Y
0.0%
-11.2%
-
3Y
20.2%
14.1%
-
5Y
13.4%
12.3%
-

Pros & Cons

Pros
1. 3Y and 5Y annualised returns higher than category average2. Exit load is zero3. Lower expense ratio: 0.82%
1. Exit load is zero2. Lower expense ratio: 0.78%3. 5Y annualised returns higher than category average by 1.2%
-

Cons
1. 1Y annualised returns lower than category average by 0.13%2. Lock-in period: 3Y
1. Higher AUM: 31360Cr.
Funds with a higher AUM tend to have lower returns in the future2. Consistently lower annualised returns than category average for the past 1Y and 3Y3. Lock-in period: 3Y
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
9.4%
HDFC Bank Ltd.
8.8%
Infosys Ltd.
6.5%
Axis Bank Ltd.
4.4%
State Bank of India
4.1%
SBI Life Insurance Company Ltd.
3.3%
Sun Pharmaceutical Industries Ltd.
2.6%
NTPC Ltd.
2.4%
SBI Cards & Payments Services Ltd.
2.2%
Mahindra & Mahindra Ltd.
2.2%
Name
Assets
Bajaj Finance Ltd.
9.8%
Avenue Supermarts Ltd.
9.5%
Kotak Mahindra Bank Ltd.
6.9%
Tata Consultancy Services Ltd.
6.8%
Info Edge (India) Ltd.
5.7%
Nestle India Ltd.
5.7%
Pidilite Industries Ltd.
5.3%
Housing Development Finance Corpn. Ltd.
5.0%
Torrent Power Ltd.
4.8%
Bajaj Finserv Ltd.
4.7%
-

Fund Manager

Name
Rohit Singhania
Jinesh Gopani
-
Education
Mr. Singhania is an MMS.
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
-
Experience
Prior to joining DSP AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
-

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
L&T Emerging Businesses Fund - Direct - Growth

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
Contact Us
PRODUCTS
StocksFutures & OptionsMutual FundsFixed DepositUS Stocks
GROWW
About UsPricingBlogMedia & PressCareersHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestGroww AcademySitemap
ⓒ 2016-2022 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. 3Y and 5Y annualised returns higher than category average

2. Exit load is zero

3. Lower expense ratio: 0.82%

1. Exit load is zero

2. Lower expense ratio: 0.78%

3. 5Y annualised returns higher than category average by 1.2%

1. 1Y annualised returns lower than category average by 0.13%

2. Lock-in period: 3Y

1. Higher AUM: 31360Cr. Funds with a higher AUM tend to have lower returns in the future

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

3. Lock-in period: 3Y

Holding Analysis

Top Holdings

Popular Comparisons