DSP BR Tax Saver Fund (Tax Saving)

Scheme Information

Inception Date January 18, 2007
Benchmark Nifty 500 TRI
Objective The primary investment objective of the Scheme is to seek 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 a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time.
Fund Manager Rohit Singhania
AUM (Rs.Cr, as on Feb 02, 2018) 3,905
Allocation (as on Feb 02, 2018) Equity: 98.17%
CBLO, Fixed Deposits, Net CA and Other: 1.83%
Entry Load 0%
Exit Load 0%
Minimum Investment Amount First Investment: Rs. 500
SIP: Rs. 500
Lock-in Period 3 Years
Expense Ratio 2.31% (28.02.2018)
Riskometer Risk Meter

Performance Indicators


Annual Return Comparison
Annual Comparison Of Returns Over Different Funds

Value of 10,000 in 5 years
Value of monthly SIP 10,000

Data as of 30 Nov 2017


Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund (link provided) before taking any Investment action based on this information.