DSP India T.I.G.E.R. Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 100% of historical 3-year rolling periods.
- Generated +6.1% annualized alpha (excess return) over its benchmark.
- Cost-efficient: expense ratio of 2.02% is lower than category median (2.52%).
- Over 22 years of operational history across different market cycles.
- Downside capture of 113% indicates larger drops during broader market downturns.
- Experienced a maximum drawdown of -65.6% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +3.22% | +6.32% | -3.10% |
| 3 Months | -3.19% | -0.20% | -2.99% |
| 6 Months | +0.83% | +5.98% | -5.15% |
| 1 Year | +11.59% | +3.90% | +7.69% |
| 3 Years CAGR | +19.07% | +13.23% | +5.84% |
| 5 Years CAGR | +18.67% | +10.72% | +7.95% |
| 7 Years CAGR | +21.20% | +15.35% | +5.85% |
| 10 Years CAGR | +16.78% | +14.26% | +2.52% |
| Since Inception | +13.08% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in DSP India T.I.G.E.R. Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +12.20% | +4.03% | +8.17% |
| 2025 | -2.55% | +1.43% | -3.98% |
| 2024 | +32.38% | +20.41% | +11.97% |
| 2023 | +48.99% | +30.70% | +18.29% |
| 2022 | +13.87% | +1.66% | +12.21% |
| 2021 | +51.58% | +30.31% | +21.27% |
| 2020 | +2.71% | +13.54% | -10.83% |
| 2019 | +6.75% | +7.11% | -0.36% |
| 2018 | -17.23% | -5.94% | -11.29% |
| 2017 | +47.04% | +39.22% | +7.82% |
| 2016 | +4.10% | +4.10% | 0.00% |
| 2015 | +0.68% | +1.85% | -1.17% |
| 2014 | +61.27% | +52.06% | +9.21% |
| 2013 | -9.11% | -4.06% | -5.05% |
| 2012 | +36.61% | +26.60% | +10.01% |
| 2011 | -32.66% | -23.05% | -9.61% |
| 2010 | +13.78% | +18.91% | -5.13% |
| 2009 | +75.99% | +77.75% | -1.76% |
| 2008 | -58.19% | -57.13% | -1.06% |
| 2007 | +82.85% | +66.75% | +16.10% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -61.40% | +17.89% | +12.45% | +101.84% | 68.4% | 77.4% |
| 3-Year Rolling | -13.84% | +14.12% | +14.17% | +42.35% | 84.7% | 100.0% |
| 5-Year Rolling | -5.60% | +13.01% | +11.44% | +38.95% | 92.9% | 100.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-04 | 2008-10-27 | -65.6% | 10 months | 68 months |
| 2018-01-08 | 2020-03-23 | -47.6% | 26 months | 11 months |
| 2006-05-10 | 2006-06-14 | -33.9% | 1 months | 5 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| 1. Equity and Equity related Instruments of Companies/ entities whose fundamentals and future growth could be influenced by the ongoing process of economic reforms and/or Infrastructure development theme | 80% - 100% 2. Other Equity and Equity related instruments /Money Market Instruments / InvITs/ Gold ETFs / Silver ETFs / Other Liquid Instruments / Units of Domestic Mutual Funds^: 0% - 20% ^Any other security as may be permitted by SEBI/ RBI from time to time. Other Liquid instruments includes cash, bank deposits with Scheduled Commercial Banks, Government Securities, Treasury bills, Repo on Government securities and any other instruments as specified by the SEBI. The scheme may invest in the units of Overnight Fund, Money Market Fund & Liquid Fund (including Liquid ETFs) of Domestic Mutual Fund. |
Investment Objective & Strategy
The primary investment objective of the Scheme is to seek to generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the Government and/or from continuing investments in infrastructure, both by the public and private sector. There is no assurance that the investment objective of the Scheme will be achieved.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 6,401 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as stretched relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| DSP Natural Resources And New Energy Fund | 6.7 | +19.10% | 2.09% | 60.1% | Rs 2,651 cr | Compare → |
| Kotak Business Cycle Fund | 7.3 | +16.30% | 2.01% | 87.3% | Rs 3,610 cr | Compare → |
| LIC MF Infrastructure Fund | 5.3 | +21.17% | 2.61% | 118.6% | Rs 1,185 cr | Compare → |
| BANDHAN TRANSPORTATION AND LOGISTICS FUND | 6.4 | +17.96% | - | 103.8% | Rs 762 cr | Compare → |
| quant Healthcare Fund | 6.0 | +19.66% | 3.00% | 91.5% | Rs 443 cr | Compare → |
Frequently Asked Questions about DSP India T.I.G.E.R. Fund
What is the expense ratio of DSP India T.I.G.E.R. Fund?
DSP India T.I.G.E.R. Fund has a total expense ratio (TER) of 2.02% with a base expense ratio of 1.56%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages DSP India T.I.G.E.R. Fund?
DSP India T.I.G.E.R. Fund is managed by Rohit Singhania.
What are the historical returns of DSP India T.I.G.E.R. Fund?
DSP India T.I.G.E.R. Fund delivered a 3-year CAGR of 19.07% and a 5-year CAGR of 18.67%. Its 1-year return stands at +11.59%.
How large is DSP India T.I.G.E.R. Fund?
DSP India T.I.G.E.R. Fund manages assets of Rs 6,401 cr, placing it in the 'stretched' size band relative to Sectoral / Thematic peers.
How is DSP India T.I.G.E.R. Fund scored on MFIQ?
DSP India T.I.G.E.R. Fund holds an MFIQ Score of 6.3/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is DSP India T.I.G.E.R. Fund?
DSP India T.I.G.E.R. Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 17.10% with a maximum historical drawdown of -65.60%.