DSP Tax Saver (Equity, Equity Elss)

Moderately High
12 yrs 2 monthsStarted on:18 Jan 2007
₹ 4692.14 Cras on: 22 Feb 2019
Long Term Horizon
2.25%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

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.

Exit Load

Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.39
2 YR5.41
3 YR15.14

SIP Returns

TenureReturns (CAGR)
3 YR4.6
5 YR8.94
10 YR13.75

Portfolio

Company Name% Assets
ICICI Bank Ltd.8.49
HDFC Bank Ltd.8.15
Infosys Ltd.3.95
Axis Bank Ltd.3.82
State Bank of India3.23
Larsen & Toubro Ltd.3.17
Tech Mahindra Ltd.2.7
Aurobindo Pharma Ltd.2.49
Kotak Mahindra Bank Ltd.2.37
Asian Paints Ltd.2.29

Top Sectoral Holdings

Sector Name% Assets
Financial38.59
Construction11.4
Technology10.08
Energy8.44
Healthcare8.25
FMCG5.28
Chemicals3.62
Automobile2.83
Engineering2.48
Textiles1.68

Indicators

LabelValue
Portfolio turnover ratio100
Standard Deviation16.21%
Beta1.06%
Sharpe Ratio0.45

Rohit Singhania

Mr. Singhania is an MMS.
Prior to joining DSPBR AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.