Groww Logo
search
Home>Mutual Funds>Compare DSP Tax Saver Direct Plan Growth with Aditya Birla Sun Life Tax Relief 96 Direct Growth
shareSHARE

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
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.81%0.91%-
NAV₹90.1 (27-Oct-2021)₹46.9 (27-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹9,756Cr₹14,855Cr-
Returns
keyboard_arrow_up
1Y
68.6%
35.5%
-
3Y
28.5%
16.5%
-
5Y
18.1%
13.3%
-
Pros & Cons
keyboard_arrow_up
Pros
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_up
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

keyboard_arrow_up
Top 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_up
Name
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_up
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.

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
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.7
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI