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ELSS Tax Saverregulargrowth📊 NIFTY 500 TRI

DSP ELSS Tax Saver Fund - Regular Plan - Growth

DSP Mutual Fund

#19 of 39 (1Y)

₹134.4670

1.66 (-1.22%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹134.4670

1.66 (-1.22%)

29 May 2026

AMFI: 104772

Direct · Growth

₹₹150.5380

1.85 (-1.21%)

29 May 2026

AMFI: 119242

Regular · IDCW

₹₹21.3660

0.26 (-1.22%)

29 May 2026

AMFI: 104773

Direct · IDCW

₹₹89.2400

1.10 (-1.21%)

29 May 2026

AMFI: 119241

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.48%
1 Month-2.84%
3 Months-6.43%
6 Months-5.92%
1 Year-1.70%
3 Years (CAGR)+16.65%
5 Years (CAGR)+13.99%
10 Years (CAGR)+15.62%
Since Inception (Jan 2007)+14.20%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-4.41%
3 Year SIP+7.43%
5 Year SIP+11.91%
Since Inception (Jan 2007)+15.08%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,16,000

Invested

₹6,02,386

Value today

15.0%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

500 lumpsum at launch — value today

Invested on the fund's first NAV date

₹500

Invested

₹6,481

Value today

14.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹11,60,000

Withdrawn

₹69,38,059

Corpus left

+₹70,98,059 net gain — withdrew ₹11,60,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,49,22,341

Value today

+91.9%

vs lumpsum

STP beat direct lumpsum by 91.9% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹6,02,386

Benchmark

₹4,70,364

+₹1,32,022 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹4,04,023

Value today

4.0×

Multiple

Staying invested through that crash turned ₹1L into ₹4,04,023 — a 4.0× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,39,400

Regular plan

₹1,31,271

Direct earns ₹8,129 more on a ₹60K investment1.35% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseDSP Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optiongrowth
AUM₹16,918 Cr
Expense Ratio1.64%
Min SIP₹500
Min Lumpsum₹500
BenchmarkNIFTY 500 TRI ✓
Launch Date22 Jan 2007
AMFI Code104772

Risk Metrics

Trailing 1 year, annualised

-0.44

Sharpe Ratio

-0.04

Alpha

0.45

Beta

-0.42

Sortino

14.11%

Std Dev

-14.98%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

ICICI Bank Limited

INE090A01021

8.64%

ICICI Bank Limited

INE090A01021

8.57%

HDFC Bank Limited

INE040A01034

8.17%

HDFC Bank Limited

INE040A01034

7.92%

Axis Bank Limited

INE238A01034

6.61%

Axis Bank Limited

INE238A01034

6.34%

State Bank of India

INE062A01020

4.53%

State Bank of India

INE062A01020

4.51%

Infosys Limited

INE009A01021

4.12%

Bharti Airtel Limited

INE397D01024

3.54%

Bharti Airtel Limited

INE397D01024

3.45%

Kotak Mahindra Bank Limited

INE237A01036

2.66%

Kotak Mahindra Bank Limited

INE237A01036

2.66%

Infosys Limited

INE009A01021

2.58%

Mahindra & Mahindra Limited

INE101A01026

2.52%

Mahindra & Mahindra Limited

INE101A01026

2.43%

Samvardhana Motherson International Limited

INE775A01035

2.40%

Tata Consultancy Services Limited

INE467B01029

2.32%

Samvardhana Motherson International Limited

INE775A01035

2.28%

Tata Consultancy Services Limited

INE467B01029

2.24%

NTPC Limited

INE733E01010

2.05%

NTPC Limited

INE733E01010

1.91%

IPCA Laboratories Limited

INE571A01038

1.86%

Max Financial Services Limited

INE180A01020

1.82%

Max Financial Services Limited

INE180A01020

1.78%

Cipla Limited

INE059A01026

1.74%

Indus Towers Limited

INE121J01017

1.69%

Sun Pharmaceutical Industries Limited

INE044A01036

1.63%

Indus Towers Limited

INE121J01017

1.63%

Asian Paints Limited

INE021A01026

1.62%

IPCA Laboratories Limited

INE571A01038

1.62%

Hindustan Unilever Limited

INE030A01027

1.57%

Hindustan Unilever Limited

INE030A01027

1.56%

Larsen & Toubro Limited

INE018A01030

1.54%

Cipla Limited

INE059A01026

1.52%

Shriram Finance Limited

INE721A01047

1.51%

Bharat Petroleum Corporation Limited

INE029A01011

1.49%

Tata Capital Limited

INE976I01016

1.46%

Larsen & Toubro Limited

INE018A01030

1.46%

Bharat Petroleum Corporation Limited

INE029A01011

1.46%

Tata Capital Limited

INE976I01016

1.45%

Coforge Limited

INE591G01025

1.36%

Coforge Limited

INE591G01025

1.35%

Eternal Limited

INE758T01015

1.35%

Sun Pharmaceutical Industries Limited

INE044A01036

1.34%

Eternal Limited

INE758T01015

1.34%

SBI Life Insurance Company Limited

INE123W01016

1.34%

Asian Paints Limited

INE021A01026

1.32%

AU Small Finance Bank Limited

INE949L01017

1.30%

Coromandel International Limited

INE169A01031

1.30%

Performance Comparison

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Investment Objective

DSP ELSS Tax Saver Fund - Regular Plan - Growth is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.

About This Fund

DSP ELSS Tax Saver Fund - Regular Plan - Growth is a ELSS Tax Saver mutual fund offered by DSP Mutual Fund. The fund has been operational for over 19 years. It manages assets worth ₹16,918 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.64%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Salaried individuals and taxpayers seeking to save tax under Section 80C
  • SIP investors who can benefit from rupee cost averaging during market fluctuations