DSP India T.I.G.E.R. Fund - Regular Plan - Growth

• Alpha -0.25%
• Beta 1.16
• Sharpe Ratio1.85
• Std Deviation 16.29%
• Tracking Error 11.52%

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.

The DSP India T.I.G.E.R. Fund - Regular Plan - Growth has an AUM of 2471.30 crores & has delivered CAGR of 22.81% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.08%. The minimum investment in DSP India T.I.G.E.R. Fund - Regular Plan - Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Treps / Reverse Repo Investments / Corporate Debt Repo, Larsen & Toubro, NTPC & Apar Industries.

The major sectors where the fund is invested are Construction Services, Electronic Instr. & Controls, Construction - Raw Materials & Chemical Manufacturing.

Some of the similar funds are ICICI Prudential Infrastructure Fund Growth, DSP India T.I.G.E.R. Fund - Regular Plan - Growth, Franklin Build India Fund Growth, HSBC Infrastructure Fund Growth, UTI Infrastructure Fund Regular Plan Growth. DSP India T.I.G.E.R. Fund - Regular Plan - Growth has a sharpe ratio of 1.85 & a standard deviation of 16.29%.