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  • DSP Tax Saver Fund (RIDCW-Q)

Formerly DSP BlackRock Tax Saver Reg DR

DSP Mutual Funds

DSP Tax Saver Fund (RIDCW-Q)

EquityTax Saving

Top Ranked

18.652

NAV (Feb 03)

11.1%
5 Year CAGR
Scripbox Opinion
Top Ranked
DSP Tax Saver Fund (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

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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

18.652

NAV (Feb 3)

Fund Returns

Last 1Y

-0.3%

Last 3Y

17.2%

Last 5Y

11.1%

Last 10Y

15.4%

Since Inception

13.8%

6 Month CAGR

2.8%

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

1.75

Launched (16y ago)

Jan 18, 2007

AUM in Crores

10444.913

ISIN

INF740K01177

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

Lumpsum Min.

500

Standard Deviation (3yr)

22.9

Standard Deviation (5yr)

20.1

Beta (3yr)

0.98

Beta (5yr)

0.99

Sharpe Ratio (3yr)

0.599

Sharpe Ratio (5yr)

0.349

YTM

0

Fund Managers

Kaushal Maroo

Fund Manager

Rohit Singhania

Fund Manager

Charanjit Singh

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Tax Saver Fund (RIDCW-Q)70%962,096 229,48411.1%
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.

Asset allocation and Holdings

Last updated on 2023-02-03

Top Stock Holdings

hdfc bank ltd

9.7%
9.7%

icici bank ltd

7.6%
7.6%

infosys ltd

6.3%
6.3%

state bank of india

5%
5%

axis bank ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

39.1%
39.1%

consumer cyclical

12.5%
12.5%

technology

10.6%
10.6%

basic materials

7.9%
7.9%

industrials

7.9%
7.9%
See all sectors

Compare DSP Tax Saver Fund (RIDCW-Q)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 122,208 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,172 debt and 21 hybrid funds.

amc-img

  • 022-66578000
  • service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.4%

    14.1%

    17.2%

    13.8%

    17.2%

    13.8%

    20.8%

    16.1%

    6%

    9.2%

    DSP Tax Saver Fund (RIDCW-Q) Review

    DSP Tax Saver Fund (RIDCW-Q) is a Tax Saving Equity fund and has delivered an annualised return of 13.8% over a period of 16 years. The fund was previously known as DSP BlackRock Tax Saver Reg DR. The fund is managed by DSP Investment Managers Private Limited. The fund managers are Charanjit Singh, Kaushal Maroo, Rohit Singhania.

    Nav of DSP Tax Saver Fund (RIDCW-Q) as of 2/3/2023 is ₹18.65 with the total AUM as of 2/6/2023 is ₹10444.913. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Tax Saver Fund (RIDCW-Q) was launched on Jan 18, 2007. The category risk of the fund is Very High Risk.

    The minimum SIP amount for DSP Tax Saver Fund (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 Tax Saver Fund (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 IISL Nifty 500 TR INR.

    DSP Tax Saver Fund (RIDCW-Q) is rated as a 5 fund in Equity and delivered -0.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Tax Saver Fund (RIDCW-Q).

    Frequently Asked Questions

    What is DSP Tax Saver Fund (RIDCW-Q)?

    DSP Tax Saver Fund (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 Tax Saver Fund (RIDCW-Q)?

    You can invest in DSP Tax Saver Fund (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 Tax Saver Fund (RIDCW-Q)?

    The minimum sip amount for DSP Tax Saver Fund (RIDCW-Q) is ₹0. You can invest in multiples of ₹500.

    Is DSP Tax Saver Fund (RIDCW-Q) good to invest in?

    As per Scripbox experts, DSP Tax Saver Fund (RIDCW-Q) is a Top Ranked fund. You can investDSP Tax Saver Fund (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 Tax Saver Fund (RIDCW-Q)?

    The expense ratio of the DSP Tax Saver Fund (RIDCW-Q) is 1.75% for regular plan.