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dsp tax saver fund regular plan growth
DSP Tax Saver Fund Regular Plan Growth

DSP Tax Saver Fund Regular Plan Growth

  • Very High Risk
  • Equity
  • ELSS (Tax Savings)
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NAV as on Dec 29, 2025
i
Price per unit of the scheme.
₹ 143.9570-0.17%1 Day Change
-0.44%
Minimum Investment₹500
Expense Ratio1.69%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
DSP Tax Saver Fund Regular Plan Growth
VS
Equity: ELSS (Tax Savings) Average NAV
    Topper in Equity: ELSS (Tax Savings)
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    DSP Tax Saver Fund Regular Plan Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty 500 TR INR
    Expense Ratio
    1.69%
    Category Avg Expense Ratio
    0.86%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 500
    Lock In (Years)
    3
    Fund Size
    ₹ 17,570.07 Cr(As on Nov, 2025)
    Inception Date
    Jan 18, 2007
    Turnover
    35.00 %
    Exit Load
    Not Applicable

    bt_logoABOUT THE FUND

    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.

    DSP Tax Saver Fund Regular Plan Growth is an Equity - ELSS (Tax Savings) fund. The fund was launched inJan 18, 2007. Its risk level is . The NAV of the fund as onDec 29, 2025 is ₹143.96. Its expense ratio is 1.69 %. The fund has an AUM of ₹17,570.07 Cr.The fund is managed byRohit Singhania,Charanjit Singh.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Rohit Singhania
    Rohit Singhania
    i
    Lead Fund Manager.
    Jul 16, 2015 - Present
    • Fund Manager Rank4Out of 40
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed6
    • Total AUM₹ 57,466.62 Cr
    • Highest Return In 1 Yr15.15 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    DSP Natural Resources & New Energy Fund Direct Plan Growth
    --
    ₹ 109.78
    3.47%
    -%
    Very High Risk
    ₹1,467.22Cr
    DSP Tax Saver Fund Direct Plan Growth
    ₹ 160.54
    -0.36%
    -1.11%
    Very High Risk
    ₹17,570.07Cr
    DSP Equity Opportunities Fund Direct Plan Growth
    ₹ 716.90
    -0.06%
    -1.24%
    Very High Risk
    ₹17,215.46Cr
    DSP Natural Resources & New Energy Fund Direct Plan Growth
    Very High Risk--
    • NAV₹ 109.78
    • Fund Size₹1,467.22Cr
    Fund Return3.47%
    Category Return--
    DSP Tax Saver Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 160.54
    • Fund Size₹17,570.07Cr
    Fund Return-0.36%
    Category Return-1.11%
    DSP Equity Opportunities Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 716.90
    • Fund Size₹17,215.46Cr
    Fund Return-0.06%
    Category Return-1.24%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Charanjit Singh
    Charanjit Singh
    i
    Lead Fund Manager.
    May 1, 2023 - Present
    • Schemes managed3
    • Total AUM₹ 40,204.32 Cr
    • Highest Return In 1 Yr7.53 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    DSP Tax Saver Fund Direct Plan Growth
    ₹ 160.54
    -0.36%
    -1.11%
    Very High Risk
    ₹17,570.07Cr
    DSP Equity Opportunities Fund Direct Plan Growth
    ₹ 716.90
    -0.06%
    -1.24%
    Very High Risk
    ₹17,215.46Cr
    DSP India T.I.G.E.R. Fund - Direct Plan - Growth
    ₹ 340.98
    -1.26%
    -2.15%
    Very High Risk
    ₹5,418.79Cr
    DSP Tax Saver Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 160.54
    • Fund Size₹17,570.07Cr
    Fund Return-0.36%
    Category Return-1.11%
    DSP Equity Opportunities Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 716.90
    • Fund Size₹17,215.46Cr
    Fund Return-0.06%
    Category Return-1.24%
    DSP India T.I.G.E.R. Fund - Direct Plan - Growth
    Very High Risk
    • NAV₹ 340.98
    • Fund Size₹5,418.79Cr
    Fund Return-1.26%
    Category Return-2.15%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Nov, 2025
    EQUITY (99.09%)
    DEBT (-%)
    CASH (0.91%)
    Allocation by Market Cap
    Large Cap(68.24%)
    Mid Cap(16.06%)
    Small Cap(12.88%)
    Industry Holdings
    • Banks Regional29.95%
    • Information Technology Services9.72%
    • Drug Manufacturers Specialty Generic6.66%
    • Telecom Services5.07%
    • Auto Parts4.49%
    • Oil Gas Refining Marketing4.08%
    Stock Holdings
    • Axis Bank Ltd6.98%
    • HDFC Bank Ltd6.65%
    • State Bank of India5.93%
    • Infosys Ltd5.88%
    • ICICI Bank Ltd5.67%
    • Bharti Airtel Ltd3.21%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      3.41
      This Fund
      VS
      1.61
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      92.96
      This Fund
      VS
      89.05
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.96
      This Fund
      VS
      0.94
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.90
      This Fund
      VS
      0.75
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.58
      This Fund
      VS
      1.22
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      13.09
      This Fund
      VS
      13.01
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    DSP Asset Managers Private Limited
    DSP Asset Managers Private Limited manages assets worth ₹ 17,518.75 crores. It’s current offering of mutual fund schemes includes 14 equity, 1 debt and schemes.
    phone icon
    Phone
    +91 18002084499
    mail icon
    Email
    aum
    AUM
    ₹ 17,518.75 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    29, Senapati Bapat Marg Mumbai,400028

    bt_logoFAQ's

    What is the category of DSP Tax Saver Fund Regular Plan Growth ?
    The category of DSP Tax Saver Fund Regular Plan Growth is Equity - ELSS (Tax Savings)
    What is the current NAV of DSP Tax Saver Fund Regular Plan Growth ?
    The current NAV of DSP Tax Saver Fund Regular Plan Growth as on Dec 29, 2025 is ₹143.96
    How safe is DSP Tax Saver Fund Regular Plan Growth ?
    The risk level of DSP Tax Saver Fund Regular Plan Growth is Very High.
    What are short term returns given by DSP Tax Saver Fund Regular Plan Growth ?
    The return given by DSP Tax Saver Fund Regular Plan Growth in 1 month is -0.44%, 3 months is 5.21%, 6 months is 1.39%, and 1 year is 6.48%
    What are the long term returns given by DSP Tax Saver Fund Regular Plan Growth ?
    The return given by DSP Tax Saver Fund Regular Plan Growth in 3 years is 19.62% and 5 years is 19.45%.
    What is the expense ratio of DSP Tax Saver Fund Regular Plan Growth ?
    The expense ratio of DSP Tax Saver Fund Regular Plan Growth is 1.69%
    What is the AUM of DSP Tax Saver Fund Regular Plan Growth ?
    The assets under Management (AUM) of DSP Tax Saver Fund Regular Plan Growth is Rs 17,570.07 crores.
    What is the minimum investment in DSP Tax Saver Fund Regular Plan Growth ?
    The minimum Lumpsum investment in DSP Tax Saver Fund Regular Plan Growth is ₹500.00 and the minimum SIP investment in DSP Tax Saver Fund Regular Plan Growth is ₹500.00
    What is the asset allocation of DSP Tax Saver Fund Regular Plan Growth?
    DSP Tax Saver Fund Regular Plan Growth has an exposure of 99.09% in Equity and 0.91% in Cash & Money Market Securities

    bt_logoCALCULATORS

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