India
NRI
DSP Tax Saver Fund
ABOUT THE SCHEME
DSP Tax Saver Fund is an open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit. 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 avail of a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. There is no assurance that the investment objective of the scheme will be realized
BENEFITS
-
Can help for long term benefits
of equity investments -
Tax
efficient -
Active
management
WHY INVEST
-
Save tax on investments
upto ₹1.5 lakh each year -
An actively managed well-diversified portfolio with exposure across market capitalizations
-
Long term
track record
FEATURES
-
Minimum Investment
Lumpsum & SIP: ₹500 -
Benchmark
Nifty 500 TRI -
AUM
₹6,102 crs (as on 31st Oct'19)
PERFORMANCE
| Scheme Name | 3 Years Returns | 5 Years Returns | 7 Years Returns | 10 Years Returns |
|---|---|---|---|---|
| DSP Tax Saver Fund - Reg - Growth | 10.58% | 11.37% | 16.35% | 14.40% |
| Nifty 500 TRI | 11.13% | 8.97% | 12.88% | 11.31% |
| Scheme Name | DSP Tax Saver Fund - Reg - Growth |
|---|---|
| 3-Year Returns | 10.58% |
| 5-Year Returns | 11.37% |
| 7-Year Returns | 16.35% |
| 10-Year Returns | 14.40% |
| Fund Name | Nifty 500 TRI |
|---|---|
| 3-Year Returns | 11.13% |
| 5-Year Returns | 8.97% |
| 7-Year Returns | 12.88% |
| 10-Year Returns | 11.31% |
Source: MutualFundIndia as on 1st Nov'19.
Past performance may or may not sustain in future and should not be used as a basis for comparison with other investments.
For performance in SEBI prescribed format, product labeling and other disclaimers click here.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.