Home>Mutual Funds>Compare>Compare DSP Tax Saver Direct Plan Growth with SBI Long Term Equity Fund Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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DSP Tax Saver Direct Plan Growth
Equity
ELSS
4.0 star
INVEST NOW
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SBI Long Term Equity Fund Direct Plan Growth
Equity
ELSS
2.0 star
INVEST NOW
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DSP Tax Saver Direct Plan Growth
(19.7%)
SBI Long Term Equity Fund Direct Plan Growth
(22.2%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Moderately High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.91% | 1.30% | - |
| NAV | ₹66.0 (21-Jan-2021) | ₹187.8 (21-Jan-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹7,425Cr | ₹8,767Cr | - |
Returns
keyboard_arrow_up1Y
19.7%
22.2%
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3Y
9.0%
6.0%
-
5Y
17.2%
13.2%
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Pros & Cons
keyboard_arrow_upPros
1. Exit load is zero
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Exit load is zero
2. 1Y Returns are higher than the category average returns
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Cons
1. 1Y Returns are lower than the category average returns
1. 3Y Returns are lower than the category average returns
2. 5Y Returns are lower than the category average returns
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
ICICI Bank Ltd.
8.7%
Infosys Ltd.
8.1%
HDFC Bank Ltd.
7.7%
Bharti Airtel Ltd.
5.7%
State Bank of India
3.9%
Axis Bank Ltd.
3.1%
Hindustan Unilever Ltd.
3.0%
Dr. Reddy's Laboratories Ltd.
2.6%
Housing Development Finance Corpn. Ltd.
2.4%
Ultratech Cement Ltd.
2.3%
Name
Assets
Reliance Industries Ltd.
4.5%
Cipla Ltd.
4.5%
Bharti Airtel Ltd.
4.1%
ICICI Prudential Life Insurance Company Ltd.
3.9%
ICICI Bank Ltd.
3.8%
Tech Mahindra Ltd.
3.7%
Larsen & Toubro Ltd.
3.6%
Crompton Greaves Consumer Electricals Ltd.
3.4%
HDFC Bank Ltd.
3.2%
Ambuja Cements Ltd.
3.1%
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Fund Manager
keyboard_arrow_upName
Rohit Singhania
Dinesh Balachandran
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Education
Mr. Singhania is an MMS.
Mr.Dinesh is a B.Tech from IIT-B, M.S. from MIT USA and CFA.
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Experience
Prior to joining DSPBR AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
Prior to joining SBI Funds Management Pvt. Ltd. he has worked with Fidelity Investments, USA.
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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.
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
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Launch Date
16 Dec 1996
29 Jun 1987
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Custodian
NA
Stock Holding Corp. of India Ltd.
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Registrar & Transfer Agent
Cams
Cams
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