Fund Details
DSP Tax Saver Direct Plan Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.91% |
| NAV | ₹45.52 (25 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹7,425 Cr |
Returns
Comparison
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. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.7% |
| Infosys Ltd. | Technology | Equity | 8.1% |
| HDFC Bank Ltd. | Financial | Equity | 7.7% |
| Bharti Airtel Ltd. | Communication | Equity | 5.7% |
| State Bank of India | Financial | Equity | 3.9% |
| Axis Bank Ltd. | Financial | Equity | 3.1% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.0% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.6% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.4% |
| Ultratech Cement Ltd. | Construction | Equity | 2.3% |
Fund Managers
DSP Tax Saver Direct Plan Dividend Details
DSP Tax Saver Direct Plan Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹7,425 Cr and the Latest NAV as of 25 Jan 2021 is ₹45.52.
The DSP Tax Saver Direct Plan Dividend is rated Moderately 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%.
