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Home>Mutual Funds>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
4.0star
INVEST NOW
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SBI Long Term Equity Fund Direct Plan Growth

Equity
ELSS
2.0star
INVEST NOW
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DSP Tax Saver Direct Plan Growth

(68.6%)

SBI Long Term Equity Fund Direct Plan Growth

(60.0%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.81%1.23%-
NAV₹90.1 (27-Oct-2021)₹243.5 (27-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹9,756Cr₹10,862Cr-
Returns
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1Y
68.6%
60.0%
-
3Y
28.5%
23.1%
-
5Y
18.1%
14.7%
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Pros & Cons
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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. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Exit load is zero
3. Lower expense ratio: 1.23%
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Cons
1. Lock-in period: 3Y
1. Lock-in period: 3Y
2. Low rating: 2
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Holding Analysis

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

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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
Tech Mahindra Ltd.
4.9%
ICICI Bank Ltd.
4.8%
ICICI Prudential Life Insurance Company Ltd.
4.3%
Larsen & Toubro Ltd.
3.9%
Bharti Airtel Ltd.
3.5%
Reliance Industries Ltd.
3.5%
State Bank of India
3.2%
HDFC Bank Ltd.
3.2%
Infosys Ltd.
3.1%
Cipla Ltd.
3.1%
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Fund Manager
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Name
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 DSP 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
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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.

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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