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6 Best Tax Saving SIP MF Plans to Invest in 2020 | Fincash.com

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6 Best Tax Saving SIP Plans to Invest in 2020

Updated on July 8, 2020 , 5520 views

Equity Linked Saving Schemes or ELSS is gaining a huge popularity as the best tax saving option, amongst the Indian investors. It has the potential to deliver good returns, and also it has the shortest lock-in period. ELSS is an equity diversified fund, wherein the majority of the fund corpus is invested either in Equity Fund or equity-related products. Investors can attain tax deductions up to INR 1,50,000 under Section 80C of income tax Act from their taxable income. As these funds offer dual benefits of— tax saving and wealth creation, investors can invest in ELSS and make the most out of their investment. So, to make the process of Investing easy, we have shortlisted the best tax saving SIP plans that offer the best returns to the investors.

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Best Performing SIP Funds to Invest in Equity Linked Saving Scheme (ELSS) FY 20 - 21

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Axis Long Term Equity Fund Growth ₹44.5646
↓ -0.27
₹19,632 500 10.1-10.2-0.36.17.614.8
Canara Robeco Equity Tax Saver Growth ₹65.2
↓ -0.12
₹941 500 11.8-5.10.25.86.810.7
Mirae Asset Tax Saver Fund Growth ₹17.437
↓ -0.07
₹3,184 500 19.5-9.7-0.85.4 14.1
Invesco India Tax Plan Growth ₹49.39
↓ -0.07
₹930 500 14-8.5-1.24.16.79.4
Aditya Birla Sun Life Tax Relief '96 Growth ₹30.09
↓ -0.15
₹9,371 500 14.6-7.30.52.66.94.3
DSP BlackRock Tax Saver Fund Growth ₹46.279
↓ -0.15
₹5,407 500 17.6-11.1-3.42.47.414.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
*Above is list of best ELSS SIP funds having AUM/Net Assets above 500 Crore. Sorted on Last 3 Year Return.

1. Axis Long Term Equity Fund

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Axis Long Term Equity Fund is a Equity - ELSS fund was launched on 29 Dec 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 20 in ELSS category.  Return for 2019 was 14.8% , 2018 was 2.7% and 2017 was 37.4% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (10 Jul 20) ₹44.5646 ↓ -0.27   (-0.59 %)
Net Assets (Cr) ₹19,632 on 30 Apr 20
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio -0.12
Information Ratio 0.68
Alpha Ratio 8.82
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,260
30 Jun 17₹11,928
30 Jun 18₹14,012
30 Jun 19₹14,947
30 Jun 20₹14,127

Axis Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Axis Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 4%
3 Month 10.1%
6 Month -10.2%
1 Year -0.3%
3 Year 6.1%
5 Year 7.6%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.8%
2018 2.7%
2017 37.4%
2016 -0.7%
2015 6.7%
2014 66.2%
2013 16.5%
2012 33.7%
2011 -14.8%
2010 30%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Jinesh Gopani1 Apr 119.25 Yr.

Data below for Axis Long Term Equity Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services27.9%
Consumer Defensive15.23%
Consumer Cyclical13.83%
Communication Services9.08%
Technology8.5%
Basic Materials6.9%
Health Care6.03%
Utility4.36%
Industrials1.98%
Asset Allocation
Asset ClassValue
Cash6.06%
Equity93.81%
Debt0.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
8%₹1,625 Cr8,240,687
↑ 260,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹1,519 Cr6,695,012
↑ 40,757
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
7%₹1,307 Cr10,675,515
↓ -755,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹1,291 Cr13,563,723
↑ 982,513
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | NESTLEIND
7%₹1,249 Cr712,222
↑ 32,658
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
6%₹1,180 Cr4,398,391
↑ 150,000
Clearing Corporation Of India Ltd
CBLO | -
6%₹1,106 Cr
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
6%₹1,096 Cr1,954,187
↑ 155,706
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
5%₹1,004 Cr6,054,031
↓ -615,792
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,001 Cr6,817,273
↑ 100,000

2. Canara Robeco Equity Tax Saver

(ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Equity Tax Saver is a Equity - ELSS fund was launched on 2 Feb 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.8% since its launch.  Ranked 36 in ELSS category.  Return for 2019 was 10.7% , 2018 was 2.7% and 2017 was 32% .

Below is the key information for Canara Robeco Equity Tax Saver

Canara Robeco Equity Tax Saver
Growth
Launch Date 2 Feb 09
NAV (10 Jul 20) ₹65.2 ↓ -0.12   (-0.18 %)
Net Assets (Cr) ₹941 on 30 Apr 20
Category Equity - ELSS
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio -0.2
Information Ratio 0.39
Alpha Ratio 7.4
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹9,892
30 Jun 17₹11,701
30 Jun 18₹12,928
30 Jun 19₹14,595
30 Jun 20₹13,654

Canara Robeco Equity Tax Saver SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Canara Robeco Equity Tax Saver

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 5.8%
3 Month 11.8%
6 Month -5.1%
1 Year 0.2%
3 Year 5.8%
5 Year 6.8%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10.7%
2018 2.7%
2017 32%
2016 0%
2015 0.6%
2014 45.2%
2013 5.3%
2012 30%
2011 -16.3%
2010 24.9%
Fund Manager information for Canara Robeco Equity Tax Saver
NameSinceTenure
Shridatta Bhandwaldar1 Oct 190.75 Yr.
Cheenu Gupta12 Mar 182.3 Yr.

Data below for Canara Robeco Equity Tax Saver as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services23.35%
Health Care16.87%
Basic Materials12.58%
Consumer Defensive11.19%
Technology8.99%
Consumer Cyclical8.09%
Energy5.21%
Industrials4.91%
Communication Services4.3%
Asset Allocation
Asset ClassValue
Cash4.39%
Equity95.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY
8%₹72 Cr1,039,500
↑ 350,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹53 Cr1,611,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 18 | DIVISLAB
5%₹49 Cr206,500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | 500696
5%₹48 Cr235,330
↑ 44,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
5%₹48 Cr330,500
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
5%₹46 Cr488,184
↑ 150,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 20 | BHARTIARTL
4%₹40 Cr722,000
Cblo
CBLO | -
4%₹34 Cr
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 20 | 500124
3%₹27 Cr66,000
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 500096
3%₹27 Cr569,000

3. Mirae Asset Tax Saver Fund

The investment objective of the scheme is to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. The Scheme does not guarantee or assure any returns.

Mirae Asset Tax Saver Fund is a Equity - ELSS fund was launched on 28 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch.  Return for 2019 was 14.1% , 2018 was -2.3% and 2017 was 47.9% .

Below is the key information for Mirae Asset Tax Saver Fund

Mirae Asset Tax Saver Fund
Growth
Launch Date 28 Dec 15
NAV (10 Jul 20) ₹17.437 ↓ -0.07   (-0.38 %)
Net Assets (Cr) ₹3,184 on 30 Apr 20
Category Equity - ELSS
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.29
Information Ratio 0.92
Alpha Ratio 5.9
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,738
30 Jun 17₹14,490
30 Jun 18₹15,973
30 Jun 19₹17,924
30 Jun 20₹16,619

Mirae Asset Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Mirae Asset Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 7.6%
3 Month 19.5%
6 Month -9.7%
1 Year -0.8%
3 Year 5.4%
5 Year
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.1%
2018 -2.3%
2017 47.9%
2016 14.8%
2015
2014
2013
2012
2011
2010
Fund Manager information for Mirae Asset Tax Saver Fund
NameSinceTenure
Neelesh Surana28 Dec 154.51 Yr.

Data below for Mirae Asset Tax Saver Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services35.16%
Industrials10.15%
Consumer Defensive9.94%
Technology9.86%
Energy9.59%
Basic Materials7.33%
Consumer Cyclical6.76%
Utility4.06%
Health Care4.04%
Communication Services1.55%
Asset Allocation
Asset ClassValue
Cash1.48%
Equity98.52%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
9%₹297 Cr3,120,722
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 15 | RELIANCE
8%₹247 Cr1,686,376
Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY
5%₹160 Cr2,318,557
↑ 415,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹156 Cr4,689,412
↑ 450,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 532215
4%₹126 Cr3,275,766
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS
4%₹113 Cr575,179
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 16 | LT
3%₹106 Cr1,133,630
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
3%₹87 Cr521,998
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | ITC
3%₹86 Cr4,378,461
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | MARUTI
3%₹83 Cr147,092

4. Invesco India Tax Plan

The investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

Invesco India Tax Plan is a Equity - ELSS fund was launched on 29 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 17 in ELSS category.  Return for 2019 was 9.4% , 2018 was -1.3% and 2017 was 35.7% .

Below is the key information for Invesco India Tax Plan

Invesco India Tax Plan
Growth
Launch Date 29 Dec 06
NAV (10 Jul 20) ₹49.39 ↓ -0.07   (-0.14 %)
Net Assets (Cr) ₹930 on 30 Apr 20
Category Equity - ELSS
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio -0.26
Information Ratio 0.36
Alpha Ratio 5.69
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,296
30 Jun 17₹12,053
30 Jun 18₹14,054
30 Jun 19₹14,568
30 Jun 20₹13,535

Invesco India Tax Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Invesco India Tax Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 5.1%
3 Month 14%
6 Month -8.5%
1 Year -1.2%
3 Year 4.1%
5 Year 6.7%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.4%
2018 -1.3%
2017 35.7%
2016 3.4%
2015 5.8%
2014 54.3%
2013 10.1%
2012 30.3%
2011 -18.9%
2010 22.1%
Fund Manager information for Invesco India Tax Plan
NameSinceTenure
Amit Ganatra29 Mar 182.26 Yr.
Dhimant Kothari29 Mar 182.26 Yr.

Data below for Invesco India Tax Plan as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services33.42%
Consumer Cyclical11.32%
Technology9.57%
Energy9.31%
Consumer Defensive8.93%
Health Care6.83%
Communication Services5.12%
Basic Materials3.75%
Industrials3.53%
Utility2.8%
Asset Allocation
Asset ClassValue
Cash5.42%
Equity94.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹85 Cr896,967
↑ 24,248
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
9%₹85 Cr582,815
↓ -26,164
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 18 | HDFC
7%₹65 Cr393,199
↓ -19,540
Infosys Ltd (Technology)
Equity, Since 31 Dec 19 | INFY
7%₹65 Cr941,554
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
6%₹58 Cr1,751,256
↑ 83,937
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | KOTAKBANK
5%₹46 Cr376,013
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 500696
5%₹44 Cr214,739
↑ 65,230
Triparty Repo
CBLO/Reverse Repo | -
4%₹37 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 19 | BHARTIARTL
4%₹34 Cr620,572
↑ 41,466
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 19 | MARUTI
3%₹26 Cr46,107

5. Aditya Birla Sun Life Tax Relief '96

An Open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity, 20% debt and money market securities

Aditya Birla Sun Life Tax Relief '96 is a Equity - ELSS fund was launched on 6 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.3% since its launch.  Ranked 4 in ELSS category.  Return for 2019 was 4.3% , 2018 was -4.5% and 2017 was 43.2% .

Below is the key information for Aditya Birla Sun Life Tax Relief '96

Aditya Birla Sun Life Tax Relief '96
Growth
Launch Date 6 Mar 08
NAV (10 Jul 20) ₹30.09 ↓ -0.15   (-0.50 %)
Net Assets (Cr) ₹9,371 on 30 Apr 20
Category Equity - ELSS
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.38
Information Ratio 0
Alpha Ratio 1.8
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,553
30 Jun 17₹12,798
30 Jun 18₹14,602
30 Jun 19₹14,522
30 Jun 20₹13,814

Aditya Birla Sun Life Tax Relief '96 SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Aditya Birla Sun Life Tax Relief '96

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 5.3%
3 Month 14.6%
6 Month -7.3%
1 Year 0.5%
3 Year 2.6%
5 Year 6.9%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 4.3%
2018 -4.5%
2017 43.2%
2016 3.4%
2015 9.2%
2014 54.6%
2013 9.1%
2012 36.6%
2011 -29.6%
2010 13.5%
Fund Manager information for Aditya Birla Sun Life Tax Relief '96
NameSinceTenure
Ajay Garg1 Oct 0613.76 Yr.

Data below for Aditya Birla Sun Life Tax Relief '96 as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services19.99%
Health Care18.01%
Basic Materials13.9%
Industrials13.08%
Energy10.04%
Consumer Defensive7.91%
Consumer Cyclical7.65%
Technology5.96%
Asset Allocation
Asset ClassValue
Cash3.36%
Equity96.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
10%₹922 Cr6,293,907
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 08 | 517174
9%₹818 Cr302,981
Pfizer Ltd (Healthcare)
Equity, Since 30 Apr 11 | PFIZER
8%₹743 Cr1,840,052
↑ 20,655
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
7%₹684 Cr4,124,687
↑ 236,000
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 Aug 11 | 506285
7%₹672 Cr1,250,980
GlaxoSmithKline Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 10 | 500660
5%₹497 Cr3,632,730
↑ 50,054
Gillette India Ltd (Consumer Defensive)
Equity, Since 30 Jun 14 | GILLETTE
5%₹427 Cr886,417
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹363 Cr2,962,934
Johnson Controls - Hitachi Air Conditioning India Ltd (Technology)
Equity, Since 28 Feb 15 | 523398
3%₹310 Cr1,272,527
↑ 4,329
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 08 | LT
3%₹282 Cr3,027,803

6. DSP BlackRock Tax Saver Fund

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 BlackRock Tax Saver Fund is a Equity - ELSS fund was launched on 18 Jan 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 12 in ELSS category.  Return for 2019 was 14.8% , 2018 was -7.6% and 2017 was 36.3% .

Below is the key information for DSP BlackRock Tax Saver Fund

DSP BlackRock Tax Saver Fund
Growth
Launch Date 18 Jan 07
NAV (10 Jul 20) ₹46.279 ↓ -0.15   (-0.32 %)
Net Assets (Cr) ₹5,407 on 30 Apr 20
Category Equity - ELSS
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.36
Information Ratio -0.15
Alpha Ratio 4.28
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,757
30 Jun 17₹13,140
30 Jun 18₹13,817
30 Jun 19₹15,309
30 Jun 20₹13,985

DSP BlackRock Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for DSP BlackRock Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 6.1%
3 Month 17.6%
6 Month -11.1%
1 Year -3.4%
3 Year 2.4%
5 Year 7.4%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.8%
2018 -7.6%
2017 36.3%
2016 11.3%
2015 4.4%
2014 52.2%
2013 6.7%
2012 39.8%
2011 -26.7%
2010 23.3%
Fund Manager information for DSP BlackRock Tax Saver Fund
NameSinceTenure
Rohit Singhania16 Jul 154.96 Yr.

Data below for DSP BlackRock Tax Saver Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services25.89%
Basic Materials9.8%
Consumer Cyclical9.18%
Health Care8.55%
Energy7.81%
Consumer Defensive6.8%
Communication Services6.31%
Industrials6.27%
Technology6.12%
Utility3.33%
Real Estate0.63%
Asset Allocation
Asset ClassValue
Cash9.27%
Equity90.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
10%₹532 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
9%₹460 Cr13,850,710
↑ 2,044,388
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹381 Cr4,004,059
↑ 109,310
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
6%₹338 Cr6,114,360
↓ -1,419,215
Reliance Industries Ltd (Energy)
Equity, Since 31 May 15 | RELIANCE
4%₹216 Cr1,472,923
↓ -43,367
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 14 | ULTRACEMCO
3%₹153 Cr392,136
↓ -54,704
Infosys Ltd (Technology)
Equity, Since 31 Mar 12 | INFY
3%₹137 Cr1,979,163
↓ -389,218
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 16 | HCLTECH
2%₹126 Cr2,285,229
↑ 849,432
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 500696
2%₹124 Cr601,322
↑ 601,322
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Dec 17 | 506943
2%₹121 Cr1,778,952
↓ -27,433

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