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Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
DSP India T.I.G.E.R. Fund - Regular Plan
|
Very High
|
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1.87 |
|||
Very High
|
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1.90 |
||||
Very High
|
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1.90 |
||||
Very High
|
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1.98 |
||||
Very High
|
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2.07 |
₹5,500 Cr
1.00 (364)
100
1,000
100
12
Investment Strategy
The fund seeks to generate capital appreciation by investing in equity and equity related securities of corporates that could benefit from ongoing structural changes and economic reforms in the country. The portfolio is well diversified across sectors, market capitalisation and between private & PSU companies and will get benefit from increased government spending on infrastructure and increased private participation and revival in the corporate capex cycle.
Suitability
This is a fund that invests mainly in shares of companies engaged in infrastructure-related activities or are expected to benefit from them.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other infrastructure fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
DSP T.I.G.E.R. Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in the shares of companies engaged in infrastructure-related activities.
Mutual funds can be bought directly from the website of the fund house. For instance, DSP India T.I.G.E.R. Fund - Regular Plan fund can be purchased from the website of DSP Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of DSP India T.I.G.E.R. Fund - Regular Plan is ₹339.8700 as of 07-Oct-2024.
The AUM of DSP India T.I.G.E.R. Fund - Regular Plan Fund is ₹5,500 Cr as of 31-Aug-2024
The riskometer level of DSP India T.I.G.E.R. Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
6.11
|
|
4.34
|
|
3.98
|
|
3.64
|
|
3.17
|
As of 31-Aug-2024, DSP India T.I.G.E.R. Fund - Regular Plan had invested 92.42% in Equity, 6.88% in Cash & Cash Eq. and 0.7% in Real Estate See More
DSP India T.I.G.E.R. Fund - Regular Plan is 20 years 4 months old. It has delivered 18.94% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
62.21%
|
32.90%
|
30.89%
|
20.69%
|
19.05%
|
18.94%
|
No, There is no lock in period in DSP India T.I.G.E.R. Fund - Regular Plan.
The expense ratio of DSP India T.I.G.E.R. Fund - Regular Plan is 1.87.