search
Home>Mutual Funds>Compare DSP Tax Saver Direct Plan Growth with Aditya Birla Sun Life Tax Relief 96 Direct Growth
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel
DSP Tax Saver Direct Plan Growth
Equity
ELSS
4.0star
INVEST NOW
cancel
Aditya Birla Sun Life Tax Relief 96 Direct Growth
Equity
ELSS
2.0star
INVEST NOW
add_circle_outline
Add a fund
DSP Tax Saver Direct Plan Growth
(68.6%)
Aditya Birla Sun Life Tax Relief 96 Direct Growth
(35.5%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.81% | 0.91% | - |
| NAV | ₹90.1 (27-Oct-2021) | ₹46.9 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹9,756Cr | ₹14,855Cr | - |
Returns
keyboard_arrow_up1Y
68.6%
35.5%
-
3Y
28.5%
16.5%
-
5Y
18.1%
13.3%
-
Pros & Cons
keyboard_arrow_upPros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 3.68 The fund has generated returns higher than benchmark - NIFTY 500 TRI - in the last 3Y
3. Exit load is zero
4. Lower expense ratio: 0.81%
1. Exit load is zero
2. Lower expense ratio: 0.91%
3. 3Y annualised returns higher than category average by 2.36%
-
Cons
1. Lock-in period: 3Y
1. 1Y and 5Y annualised returns lower than category average
2. Lock-in period: 3Y
3. Low rating: 2
-
Holding Analysis
keyboard_arrow_upTop 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-
Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
ICICI Bank Ltd.
8.9%
HDFC Bank Ltd.
6.8%
Infosys Ltd.
5.8%
Axis Bank Ltd.
4.4%
State Bank of India
3.5%
Bharti Airtel Ltd.
3.0%
HCL Technologies Ltd.
2.9%
Bajaj Finserv Ltd.
2.8%
Tata Steel Ltd.
2.8%
Kotak Mahindra Bank Ltd.
2.6%
Name
Assets
Housing Development Finance Corpn. Ltd.
8.7%
Honeywell Automation India Ltd.
8.3%
Reliance Industries Ltd - Partly Paid Equity
7.9%
Pfizer Ltd.
7.1%
Kotak Mahindra Bank Ltd.
6.2%
Bayer CropScience Ltd.
5.3%
Larsen & Toubro Ltd.
4.5%
ICICI Bank Ltd.
4.2%
Glaxosmithkline Pharmaceuticals Ltd.
3.8%
Gillette India Ltd.
3.7%
-
Fund Manager
keyboard_arrow_upName
Rohit Singhania
Ajay Garg
-
Education
Mr. Singhania is an MMS.
Mr. Garg is B.E (Electronics) and MBA (Finance).
-
Experience
Prior to joining DSP AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.
-
About Fund
keyboard_arrow_upDescription
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.
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
-
Launch Date
16 Dec 1996
23 Dec 1994
-
Custodian
NA
Citibank NA
-
Registrar & Transfer Agent
Cams
Cams
-
Popular Comparisons
Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Magnum Multi Cap 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
