Compare DSP Tax Saver Direct Plan Growth vs SBI Long Term Equity Fund Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
DSP Tax Saver Direct Plan GrowthEquity
ELSS
4.0
INVEST NOW
SBI Long Term Equity Fund Direct Plan GrowthEquity
ELSS
3.0
INVEST NOW
Add a fund

DSP Tax Saver Direct Plan Growth

(-0.6%)

SBI Long Term Equity Fund Direct Plan Growth

(2.9%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	0.82%	1.21%	-
NAV	₹87.6 (23-Sep-2022)	₹240.8 (23-Sep-2022)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹9,966Cr	₹10,746Cr	-
Exit Load	Nil	Nil	-

Returns

1Y
-0.6%
2.9%
-
3Y
18.6%
18.3%
-
5Y
13.7%
11.4%
-

Pros & Cons

Pros
1. 5Y annualised returns higher than category average by 2.38%2. Exit load is zero3. Lower expense ratio: 0.82%
1. Exit load is zero2. Lower expense ratio: 1.21%3. 5Y annualised returns higher than category average by 0.14%
-

Cons
1. Consistently lower annualised returns than category average for the past 1Y and 3Y2. Lock-in period: 3Y
1. Consistently lower annualised returns than category average for the past 1Y and 3Y2. Lock-in period: 3Y
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
9.4%
HDFC Bank Ltd.
8.8%
Infosys Ltd.
6.5%
Axis Bank Ltd.
4.4%
State Bank of India
4.1%
SBI Life Insurance Company Ltd.
3.3%
Sun Pharmaceutical Industries Ltd.
2.6%
NTPC Ltd.
2.4%
SBI Cards & Payments Services Ltd.
2.2%
Mahindra & Mahindra Ltd.
2.2%
Name
Assets
ICICI Bank Ltd.
5.9%
Reliance Industries Ltd.
4.3%
Larsen & Toubro Ltd.
4.2%
Mahindra & Mahindra Ltd.
4.0%
ICICI Prudential Life Insurance Company Ltd.
3.7%
State Bank of India
3.6%
Infosys Ltd.
3.4%
Cummins India Ltd.
3.3%
Cipla Ltd.
3.1%
HDFC Bank Ltd.
2.9%
-

Fund Manager

Name
Rohit Singhania
Dinesh Balachandran
-
Education
Mr. Singhania is an MMS.
Mr.Dinesh is a B.Tech from IIT-B, M.S. from MIT USA and CFA.
-
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.
-

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.
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.
-
Launch Date
16 Dec 1996
29 Jun 1987
-
Custodian
NA
Stock Holding Corp. of India Ltd.
-
Registrar & Transfer Agent
Cams
Cams
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Flexicap 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

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
Contact Us
PRODUCTS
StocksFutures & OptionsMutual FundsFixed DepositUS Stocks
GROWW
About UsPricingBlogMedia & PressCareersHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestGroww AcademySitemap
ⓒ 2016-2022 Groww. All rights reserved, Built with ♥in India