DSP ELSS Tax Saver Fund - Direct Plan has delivered 67.07% absolute return over the last 5 years.
The average return for ELSS funds is 63.29% .
This fund ranks #12 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 9.80% .
The fund currently owns more than 60 stocks.
The top 10 holdings account for 48.35% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 2.42% | -3.86% |
| 2 Year Return | 42.70% | 7.32% |
| 3 Year Return | 68.99% | 26.26% |
| 4 Year Return | 185.18% | 48.86% |
| 5 Year Return | 195.46% | 63.29% |
| 6 Year Return | 212.36% | 104.35% |
| 7 Year Return | 360.84% | 130.89% |
| Expense Ratio | 0.65% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
9.80%
|
|
| 2 | Finance - Banks - Private Sector |
8.82%
|
|
| 3 | Financials |
7.19%
|
|
| 4 | Financials |
5.33%
|
|
| 5 | Communication Services |
3.52%
|
|
| 6 | Finance - Banks - Private Sector |
3.39%
|
|
| 7 | Energy |
2.66%
|
|
| 8 |
2.62%
|
||
| 9 | Consumer Discretionary |
2.61%
|
|
| 10 | Information Technology |
2.41%
|
|
| 11 | Health Care |
1.97%
|
|
| 12 | Financials |
1.94%
|
DSP ELSS Tax Saver Fund - Direct Plan is managed by DSP and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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