DSP Tax Saver Fund - Direct Plan - Growth

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 4329.37
Expense Ratio
1.07%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 95457
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
46.678
(0.44 %)
NAV as on 2018-12-17
Returns
Fund
DSP Tax Saver Fund - Direct Plan - Growth
1 Year
-5.3%
3 Year
13.48%
5 Year
18.77%
AMC Details
amc launch date
Launch Date
16 Dec 1996
amc sponsor
Sponsor
NA
amc email
Email
service@dspblackrock.com
amc phone
Phone
022 - 66578000
amc address
Address
Tulsiani Chambers,,West Wing, 11th Floor,,Nariman Point, Mumbai - 400021
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
Suitability
This product is suitable for investors who are seeking
• This Scheme is suitable for investors who are seeking* Long-term capital growth with a three-year lock-in
• Investment in equity and equity-related securities to form a diversified portfolio
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,908
Portfolio Value
-92
Total Returns