Aeterna Wealth

DSP ELSS Tax Saver Fund vs Nippon India ELSS Tax Saver Fund

Over the last 3 years, DSP ELSS Tax Saver Fund returned 15.6% a year against 14.1% for Nippon India ELSS Tax Saver Fund (Direct plans). They hold 16 stocks in common; the portfolio overlap is 42%. Data as of 12 Nov 2026.

DSP ELSS Tax Saver FundNippon India ELSS Tax Saver Fund
CategoryELSSELSS
Fund houseDSP Mutual FundNippon India Mutual Fund
BenchmarkNifty 500 TRINifty 500 TRI
Age13.9 years13.9 years
AUM on 30 Oct 2026₹15,590 cr₹13,931 cr
Direct plan
RatingBB
Expense ratio0.88%1.13%
1Y return1.6%3.3%
3Y return (a year)15.6%14.1%
5Y return (a year)12.4%11.7%
3Y vs index+3.3%+1.9%
Rating score, rank65 · #6 of 3760 · #12 of 37
Regular plan
RatingBB
Expense ratio1.77%1.79%
1Y return0.6%2.6%
3Y return (a year)14.5%13.4%
5Y return (a year)11.3%11.0%
3Y vs index+2.2%+1.1%
Rating score, rank65 · #6 of 3761 · #10 of 37
Consistency, risk and portfolio
Ahead of index, rolling 3Y periods100%100%
Deepest fall, 3Y-16.2%-20.1%
Volatility, 3Y14.4%14.5%
Max fall, 5Y-16.9%-20.1%
Down capture, 3Y9489
Stocks held5862
Top 10 holdings50%41%
Large / mid / small caps77 / 14 / 7%65 / 20 / 14%
Largest sectorBanksBanks

Common questions

DSP ELSS Tax Saver Fund or Nippon India ELSS Tax Saver Fund: which is better?

On our track-record ratings (Direct plans), DSP ELSS Tax Saver Fund is rated B and Nippon India ELSS Tax Saver Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.

DSP ELSS Tax Saver Fund or Nippon India ELSS Tax Saver Fund: which has done better?

Over the last 3 years, DSP ELSS Tax Saver Fund returned 15.6% a year against 14.1% for Nippon India ELSS Tax Saver Fund (Direct plans).

How much do DSP ELSS Tax Saver Fund and Nippon India ELSS Tax Saver Fund overlap?

They hold 16 stocks in common; the portfolio overlap is 42%.

Should I hold both?

Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.

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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.

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