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  • DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q)

Formerly DSP Tax Saver Reg IDCW-R

DSP Mutual Funds

DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q)

EquityTax Saving
Top Ranked

24.859

NAV (Jun 13)

19.4%
5 Year CAGR
Scripbox Opinion
Top Ranked
DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) is recommended for investment within tax saving mutual funds.

Tax saving funds provides tax saving with 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 ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Invest in this fund
Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

24.859

NAV (Jun 13)

Fund Returns

Last 1Y
46.1%
Last 3Y
20.4%
Last 5Y
21.1%
Last 10Y
17.3%
Since Inception
15.8%
6 Month CAGR
20.7%

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.

Expense Ratio
1.66
Launched (17y ago)
Jan 18, 2007
AUM in Crores
15161.203
ISIN
INF740K01177
Lock-in
3
Benchmark
Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
500
Standard Deviation (3yr)
12.6
Standard Deviation (5yr)
19.1
Beta (3yr)
0.93
Beta (5yr)
0.98
Sharpe Ratio (3yr)
0.902
Sharpe Ratio (5yr)
0.715
YTM
0
Fund Managers

Rohit Singhania

Fund Manager

Charanjit Singh

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q)70%11,97,078 4,64,46619.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-06-13

Top Stock Holdings

hdfc bank ltd

8%
8%

icici bank ltd

6.9%
6.9%

state bank of india

4.5%
4.5%

axis bank ltd

3.4%
3.4%

power finance corp ltd

3%
3%
See all holdings

Allocation by Sector

financial services

35.5%
35.5%

consumer cyclical

12.4%
12.4%

basic materials

8.5%
8.5%

industrials

7.7%
7.7%

technology

7.5%
7.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 156,021 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 48 equity,114 debt and 19 hybrid funds.amc-img
phone-img022-66578000
Fund NameScripbox Opinion
Till Date CAGR

20.3%

15.7%

18.1%

15.1%

18.1%

15.1%

37%

18.9%

18.8%

13.9%

DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) Review

DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) is a Tax Saving Equity fund and has delivered an annualised return of 15.1% over a period of 17 years. The fund was previously known as DSP Tax Saver Reg IDCW-R. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Charanjit Singh, Rohit Singhania.

Nav of DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) as of 6/13/2024 is ₹24.86 with the total AUM as of 6/14/2024 is ₹15161.203. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) was launched on Jan 18, 2007. The category risk of the fund is Very High Risk.

The minimum SIP amount for DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) is ₹0 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) 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 Nifty 500 TR INR.

DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) is rated as a 5 fund in Equity and delivered 39% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q).

Frequently Asked Questions

What is DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q)?

DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q)?

You can invest in DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q)?

The minimum sip amount for DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) is ₹0. You can invest in multiples of ₹500.

Is DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) good to invest in?

As per Scripbox experts, DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) is a Top Ranked fund. You can investDSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q)?

The expense ratio of the DSP ELSS Tax Saver Fund of Inc Distribution cum capital wthdrwl opt (RIDCW-Q) is 1.66% for regular plan.