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Snapshot
Snapshot
DSP ELSS Tax Saver Fund (IDCW)
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Summary
Fund Name : DSP Mutual Fund
Scheme Name : DSP ELSS Tax Saver Fund (IDCW)
AMC : DSP Mutual Fund
Type : Open
Category : Equity - Tax Planning
Launch Date : 27-Nov-06
Fund Manager : Rohit Singhania
Net Assets:(Rs. cr) 17249.79
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 6 % NA
Date 12-Feb-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -3.08 -10.23 -10.29 -8.02 1.21 16.38 14.24 13.94
Category Avg -2.62 -8.45 -9.96 -10.30 2.30 15.13 14.06 13.34
Category Best 0.67 -2.08 -4.71 -2.58 9.06 23.16 21.17 22.33
Category Worst -3.65 -10.23 -13.71 -16.71 -5.94 4.68 7.40 2.02
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
1.0083 3.8839 0.9476 1.9724 0.0194
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 8.06
HDFC Bank 8.03
Axis Bank 6.23
SBI 4.57
Infosys 3.74
Bharti Airtel 2.93
Kotak Mah. Bank 2.73
Samvardh. Mothe. 2.53
M & M 2.53
Larsen & Toubro 2.26
TCS 2.26
Max Financial 1.93
NTPC 1.85
B P C L 1.78
Ipca Labs. 1.65
Shriram Finance 1.63
Indus Towers 1.60
Hind. Unilever 1.55
Cipla 1.46
Sun Pharma.Inds. 1.41
GAIL (India) 1.40
Tata Capital 1.38
SBI Life Insuran 1.34
AU Small Finance 1.29
Petronet LNG 1.28
Eternal 1.27
Coforge 1.26
Asian Paints 1.26
ITC 1.23
Fortis Health. 1.23
Jindal Steel 1.21
Power Fin.Corpn. 1.17
Emami 1.17
UltraTech Cem. 1.11
PNB Housing 1.11
Bharat Forge 1.05
Oil India 1.01
Vardhman Textile 0.99
Sansera Enginee. 0.98
Syngene Intl. 0.96
H P C L 0.96
Tata Motors 0.94
Coromandel Inter 0.87
Century Plyboard 0.84
Crompton Gr. Con 0.80
Niva Bupa Health 0.76
Gujarat Fluoroch 0.72
Cholaman.Inv.&Fn 0.72
Guj.St.Petronet 0.64
Atul 0.61
Container Corpn. 0.60
Cohance Life 0.59
Alembic Pharma 0.59
KEC Internationa 0.54
Ahluwalia Contr. 0.51
Exide Inds. 0.48
ACC 0.44
Finolex Cables 0.39
SBI Cards 0.37
GHCL 0.35
Manappuram Fin. 0.31
Bharti Airtel PP 0.26
G R Infraproject 0.08
TREPS 2.51
Net CA & Others -0.31
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