Fund Details
DSP Tax Saver Direct Plan IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.86% |
| NAV | ₹53.25 (17 Jun 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹8,747 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. Exit load is zero
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.7% |
| Infosys Ltd. | Technology | Equity | 8.6% |
| HDFC Bank Ltd. | Financial | Equity | 6.6% |
| State Bank of India | Financial | Equity | 5.2% |
| Axis Bank Ltd. | Financial | Equity | 4.2% |
| Tata Steel Ltd. | Metals | Equity | 3.8% |
| Bharti Airtel Ltd. | Communication | Equity | 3.7% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.3% |
| Ultratech Cement Ltd. | Construction | Equity | 2.0% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 2.0% |
Fund Managers
DSP Tax Saver Direct Plan IDCW Details
DSP Tax Saver Direct Plan IDCW is a Equity Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Rohit Singhania is the Current Fund Manager of DSP Tax Saver Direct Plan IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹8,747 Cr and the Latest NAV as of 17 Jun 2021 is ₹53.25.
The DSP Tax Saver Direct Plan IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
Investment Objective
The scheme seeks to generate medium to long-term capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors avail of deduction from total income, as permitted under the income tax act.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
