DSP T.I.G.E.R. (Equity, Equity Sectoral-infrastru)

High
14 yrs 9 monthsStarted on:11 Jun 2004
₹ 1143.63 Cras on: 22 Feb 2019
Long Term Horizon
2.32%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

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.

Exit Load

Holding Period < 12 months: 1%; Holding Period >= 12 months: Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR0.36
3 YR11.38

SIP Returns

TenureReturns (CAGR)
5 YR3.89
10 YR8.41

Portfolio

Company Name% Assets
ICICI Bank Ltd.9.36
Larsen & Toubro Ltd.6.69
State Bank of India6.37
HDFC Bank Ltd.4.3
Axis Bank Ltd.3.6
National Thermal Power Corp. Ltd.2.53
KNR Constructions Ltd.2.36
Siemens Ltd.2.22
Ashoka Buildcon Ltd.2.16
Thermax Ltd.2.09

Top Sectoral Holdings

Sector Name% Assets
Construction29.04
Financial28.35
Engineering12.28
Energy9.44
Services5.95
Metals3.82
Cons Durable2.26
Communication1.43
Chemicals1.35
Textiles1.11

Indicators

LabelValue
Portfolio turnover ratio56
Standard Deviation19.33%
Beta1.2%
Sharpe Ratio0.22

Rohit Singhania,Jay Kothari

Mr. Singhania is an MMS.Mr. Kothari is a BMS and MBA from Mumbai University .
Prior to joining DSPBR AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.

Other Funds Managed by Rohit Singhania,Jay Kothari