1. Advisorkhoj
  2. DSP BlackRock Tax Saver Fund - Regular Plan - Growth

DSP BlackRock Tax Saver Fund - Regular Plan - Growth

Category: Equity Linked Savings Schemes (ELSS)
Launch Date: 05-01-2007
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 2.29% As on (31-03-2018)
Status: Open Ended Schemes(ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,039.3 Cr As on (31-03-2018)
Turn over: 74%
NAV as on 21-05-2018

44.897

-0.54 (-1.2028%)

CAGR Since Inception

14.15%

Nifty 500 Index 14.83%

PERFORMANCE of DSP BlackRock Tax Saver Fund - Regular Plan - Growth

Scheme Performance (%)

Data as on - 21-05-2018

Yearly Performance (%)

Fund Managers

Mr. Rohit Singhania

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

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.

RETURNS CALCULATOR for DSP BlackRock Tax Saver Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of DSP BlackRock Tax Saver Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP BlackRock Tax Saver Fund - Regular Plan - Growth 14.6 1.03 -1.34 1.07 - -
Equity Linked Savings Schemes (ELSS) - - - - - -

PEER COMPARISION of DSP BlackRock Tax Saver Fund - Regular Plan - Growth

Period
Data as on - 21-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DSP BlackRock Tax Saver Fund - Regular Plan - Growth 05-01-2007 5.89 18.88 12.34 18.97 12.27
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 26.02 24.78 13.56 19.16 0.0
Aditya Birla Sun Life Tax Savings Fund - Regular Plan - Growth Option 05-03-2004 19.09 20.77 13.7 18.61 10.15
Axis Long Term Equity Fund - Growth 29-12-2009 18.73 19.12 10.88 22.36 0.0
IDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth 26-12-2008 17.85 23.19 12.45 20.49 0.0
Aditya Birla Sun Life Tax Relief 96 - Growth Option 06-03-2008 17.23 20.66 13.18 21.43 11.62
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 02-02-1999 16.95 20.13 12.73 20.67 11.62
Invesco India Tax Plan - Growth 29-12-2006 15.01 19.23 11.61 19.75 14.37
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 14.26 21.77 11.71 15.24 10.14
MOFLTE - Regular Plan - Growth Option 21-01-2015 14.11 26.51 18.2 0.0 0.0

PORTFOLIO ANALYSIS of DSP BlackRock Tax Saver Fund - Regular Plan - Growth

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback