Home>Mutual Funds>Compare DSP Tax Saver Direct Plan Growth with Axis Long Term Equity Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
DSP Tax Saver Direct Plan Growth
Equity
ELSS
4.0
INVEST NOW
Axis Long Term Equity Direct Plan Growth
Equity
ELSS
4.0
INVEST NOW
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DSP Tax Saver Direct Plan Growth
(6.6%)
Axis Long Term Equity Direct Plan Growth
(-3.8%)
1Y
3Y
5Y
Fund Details
| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.80% | 0.77% | - |
| NAV | ₹79.0 (19-May-2022) | ₹65.8 (19-May-2022) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹9,811Cr | ₹31,656Cr | - |
| Exit Load | Nil | Nil | - |
Returns
1Y
6.6%
-3.8%
-
3Y
17.4%
12.1%
-
5Y
12.7%
11.9%
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Pros & Cons
Pros
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 2.18 The fund has generated returns higher than benchmark - NIFTY 500 TRI - in the last 3Y
3. Exit load is zero
4. Lower expense ratio: 0.8%
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 1.5 The fund has generated returns higher than benchmark - NIFTY 500 TRI - in the last 3Y
3. Exit load is zero
4. Lower expense ratio: 0.77%
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Cons
1. 1Y annualised returns lower than category average by 29.75%
2. Lock-in period: 3Y
1. Higher AUM: 32052Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y annualised returns lower than category average by 41.06%
3. Lock-in period: 3Y
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Holding Analysis
Top 5
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Top 20
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P/E
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-
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P/B
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-
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Turnover
-
-
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Equity
-
-
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Cash
-
-
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Top Holdings
Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
9.0%
Infosys Ltd.
8.5%
HDFC Bank Ltd.
7.3%
Axis Bank Ltd.
6.7%
State Bank of India
4.7%
SBI Life Insurance Company Ltd.
2.8%
Bharti Airtel Ltd.
2.7%
HCL Technologies Ltd.
2.6%
Sun Pharmaceutical Industries Ltd.
2.4%
NTPC Ltd.
2.1%
Name
Assets
Bajaj Finance Ltd.
10.1%
Tata Consultancy Services Ltd.
8.9%
Avenue Supermarts Ltd.
8.6%
Info Edge (India) Ltd.
6.1%
Kotak Mahindra Bank Ltd.
6.0%
Housing Development Finance Corpn. Ltd.
5.4%
Divi's Laboratories Ltd.
4.9%
Nestle India Ltd.
4.8%
Pidilite Industries Ltd.
4.7%
Bajaj Finserv Ltd.
4.7%
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Fund Manager
Name
Rohit Singhania
Jinesh Gopani
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Education
Mr. Singhania is an MMS.
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
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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.
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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.
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Launch Date
16 Dec 1996
04 Sep 2009
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Custodian
NA
Deutsche Bank
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Registrar & Transfer Agent
Cams
KFin Tech
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