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  • DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A)

Formerly DSP BlackRock Tax Saver Reg DP

DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A)

Dsp Tax Saver Fund Of Income Distribution Cum Capital Withdrawal (Pidcw-a)

EquityTax Saving

Top Ranked

18.233

NAV (May 11)

Scripbox Opinion

Top Ranked

DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A) is a good choice within tax saving mutual funds.

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

8,177 Cr. Category leader in size

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 Years
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    Save Tax

No single fund can achieve what a plan can. Learn why

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Scheme Information

Investment 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 to avail of a deduction from total income,as permitted under the Income Tax Act,1961 from time to time.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

1.83 %

Expense Ratio

Jan 18, 2007

Launched (14y ago)

₹ 8,177

AUM in Crores

INF740K01169

ISIN

3

Lock-in

IISL Nifty 500 TR INR

Benchmark

₹ 500

SIP Minimum

₹ 500

Lumpsum Min.

Fund Managers
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Charanjit Singh

Fund Manager

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Rohit Singhania

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

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17 Years

Age

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Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

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Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

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19 Years

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Track Record

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

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Recommended

Top Ranked

23 Years

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About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 103,359 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,156 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66578000
  • mail-amc-about
    service@dspblackrock.com
  • DSP US Flexible Equity Fund (G)

    DSP US Flexible Equity Fund (G)

    US Equity

    Recommended

    Top Ranked

    ₹ 413 Cr

    Fund Size

    19%

    3Y returns

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

    US Equity

    Top Ranked

    ₹ 413 Cr

    Fund Size

    17.6%

    3Y returns

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl opt (RIDCW-A)

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl opt (RIDCW-A)

    US Equity

    Top Ranked

    ₹ 413 Cr

    Fund Size

    17.6%

    3Y returns

    DSP Equity Fund Institutional (G)

    DSP Equity Fund Institutional (G)

    Diversified

    Top Ranked

    ₹ 5,048 Cr

    Fund Size

    18.5%

    3Y returns

    DSP Tax Saver Fund (G)

    DSP Tax Saver Fund (G)

    Tax Saving

    Top Ranked

    ₹ 8,176 Cr

    Fund Size

    13.7%

    3Y returns

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

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    Equity

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    Equity

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    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    About DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A) is a tax saving equity fund and has delivered an annualised return of 14.1% over a period of 14 years .The fund was previously known as DSP BlackRock Tax Saver Reg DP.The fund is managed by DSP Investment Managers Private Limited.The fund managers are Charanjit Singh, Rohit Singhania

    DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A) Investment 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 to avail of a deduction from total income,as permitted under the Income Tax Act,1961 from time to time. However, there is no assurance that the objective of the scheme will be realized.

    DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A) NAV,AUM,Risk

    The DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund was launched on Jan 18, 2007. The NAV (Net Asset Value) of this tax saving equity as of 2021-05-11 is ₹ 18.233. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 8176.471. The category risk of the DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 1.83 % as expense ratio.

    DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 99.0% in this asset class. The top three holdings of the fund are infosys ltd,icici bank ltd and hdfc bank ltd

    DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 500 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.

    DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR

    DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A) Review

    DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, DSP Tax Saver Fund of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 5 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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