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

High
15 yrs 8 monthsStarted on:11 Jun 2004
₹ 1049.1 Cras on: 21 Jan 2020
Long Term Horizon
2.35%
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)
YTD2.35
1 Month3.38
3 Month3.33
1 YR11.88
3 YR8.11

SIP Returns

TenureReturns (CAGR)
1 YR10.94
2 YR4.72
3 YR3.13
5 YR6.37
10 YR9.8

Portfolio

Company Name% Assets
ICICI Bank Ltd.7.72
Axis Bank Ltd.5.7
HDFC Bank Ltd.5.26
Larsen & Toubro Ltd.5.17
Bharti Airtel Ltd.4.57
State Bank of India3.73
Bharat Petroleum Corpn. Ltd.3.51
Ultratech Cement Ltd.2.7
KNR Constructions Ltd.2.5
Gujarat Pipavav Port Ltd2.27

Top Sectoral Holdings

Sector Name% Assets
Financial27.7
Construction20.85
Energy15.57
Engineering9.68
Services8.13
Metals5.24
Communication4.57
Cons Durable3.45
Chemicals2.27
Textiles0.96

Indicators

LabelValue
Portfolio turnover ratio69
Standard Deviation18.21%
Beta1.23%
Sharpe Ratio0.25

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