SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909Dashboard

निवेशकों को कोरोनावायरस के बारे में चिंता क्यों नहीं करनी चाहिए?

Updated on October 3, 2026 , 2344 views

दुनियाभर में कोरोनावायरस ट्रेंड कर रहा है। चीन में इसके बड़े पैमाने पर प्रकोप के साथ, देश अपने आर्थिक और राजकोषीय विकास में मंदी का अनुभव कर रहा है। अन्य देशों जैसे यू.एस., सिंगापुर, यूके, मलेशिया, थाईलैंड, आदि ने भी कुछ उलटा असर महसूस किया है।

विभिन्न फार्मा उत्पादों की कीमतें बढ़ गई हैं और निवेशकों मेंमंडी मरे हुए डरे हुए हैं। और चूंकि भारत चीनी उत्पादों के सबसे बड़े आयातकों में से एक है, इसलिए भारतीय निवेशकों के बीच बाजार में मंदी का डर बना हुआ है।

Why Should Investors Not Worry About Coronavirus

निवेशकों के लिए अच्छी खबर!

उद्योग जगत के जानकारों ने पूरी स्थिति का अध्ययन किया है और हर निवेशक की दिशा में हरी झंडी दिखा रहे हैं।

हाल ही में आई एक रिपोर्ट के अनुसार, आर्थिक मामलों के सचिव अतनु चक्रवर्ती ने कहा कि कोरोनावायरस का प्रकोप भारतीय आर्थिक गतिविधियों को प्रभावित नहीं करेगा। इसके अलावा, रिपोर्ट में यह भी बताया गया है कि बैंकरों ने कहा है कि वे अभी तक ऐसा कुछ भी नहीं देख पाए हैं जिससे बैंक पर प्रभाव पड़े।अर्थव्यवस्था.

आपको चिंता क्यों नहीं करनी चाहिए?

ऐतिहासिक रूप से, उभरती बीमारियों के लिए बाजार की प्रतिक्रिया अल्पकालिक रही है। देखा जाए तो सीवियर एक्यूट रेस्पिरेटरी सिंड्रोम (SARS) 2003, जो कोरोनावायरस से मिलता-जुलता था। वास्तव में, इसने 8100 लोगों को प्रभावित किया है और 770 लोगों की मौत हुई है, लेकिन उस समय SARS ही एकमात्र ऐसी चीज थी जब स्टॉक में उछाल आया।

सबसे विशेष रूप से, स्वाइन फ्लू संकट के बाद अत्यधिक लाभ हुआ और उसके बाद एक महान प्रतिक्षेप हुआमंदी.

भारत ने विश्व स्तर पर विभिन्न प्रकोपों को देखा है जिसने भारतीय अर्थव्यवस्था को भी प्रभावित किया है। हालांकि, अर्थव्यवस्था वापस उछाल देती है और निवेशकों को हमेशा अधिक निवेश करने के लिए प्रोत्साहित किया जाता है जब अर्थव्यवस्था एक झटके का सामना कर रही हो।

अल्पकालिक बाजार में उतार-चढ़ाव उन निवेशकों के रिटर्न को प्रभावित नहीं कर सकता है जो लंबी अवधि के निवेश पर ध्यान केंद्रित करते हैं क्योंकि बाजार लंबे समय में वापस उछाल देता है।

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

इसलिए, लॉन्गटर्म पर ध्यान दें!

निवेशकों को शांत रहना चाहिए और लंबी अवधि के लाभ पर अपना ध्यान केंद्रित रखना चाहिए। अल्पकालिक बाजार में उतार-चढ़ाव से बचें, अनुशासित रहें और अपनी संपत्ति पर टिके रहें।

अपने फंड को विभिन्न क्षेत्रों में विभाजित करें और अपने पोर्टफोलियो में विविधता लाएं। यह आपके जोखिम और रिटर्न को संतुलित करने के सर्वोत्तम तरीकों में से एक है। इस तरह, यदि एक फंड प्रदर्शन करने में विफल रहता है, तो अन्य फंड रिटर्न को संतुलित कर सकते हैं।

आप सबसे अच्छा विकल्प चुन सकते हैंसिप मोड के माध्यम सेम्यूचुअल फंड्स, जहां एक छोटी राशि का निवेश किया जाता हैइक्विटी फंड एक नियमित अंतराल पर। एक एसआईपी के रूप में इसका लाभ मिलता हैकंपाउंडिंग की शक्ति और रुपये की औसत लागत, बाजार के अल्पकालिक नुकसान आपके पोर्टफोलियो को ज्यादा प्रभावित नहीं करते हैं। लंबी अवधि में रिटर्न सकारात्मक है।

वित्त वर्ष 22 - 23 में निवेश करने के लिए सर्वश्रेष्ठ प्रदर्शन करने वाले एसआईपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP World Gold Fund Growth ₹57.7406
↓ -0.83
₹1,828 500 16-0.427.655.729.5167.1
LIC MF Infrastructure Fund Growth ₹53.3631
↑ 0.15
₹1,174 1,000 -3.214.56.721.219.6-3.7
SBI PSU Fund Growth ₹32.3973
↑ 0.14
₹6,703 500 -6.2-2.5-0.817.219.411.3
DSP India T.I.G.E.R Fund Growth ₹345.558
↑ 1.17
₹6,325 500 -4.713.91017.918.9-2.5
DSP US Flexible Equity Fund Growth ₹92.8595
↓ -0.48
₹1,270 500 -1.221.630.327.618.733.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP World Gold FundLIC MF Infrastructure FundSBI PSU FundDSP India T.I.G.E.R FundDSP US Flexible Equity Fund
Point 1Lower mid AUM (₹1,828 Cr).Bottom quartile AUM (₹1,174 Cr).Highest AUM (₹6,703 Cr).Upper mid AUM (₹6,325 Cr).Bottom quartile AUM (₹1,270 Cr).
Point 2Established history (19+ yrs).Established history (18+ yrs).Established history (16+ yrs).Oldest track record among peers (22 yrs).Established history (14+ yrs).
Point 3Rating: 3★ (lower mid).Not Rated.Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).Top rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 29.51% (top quartile).5Y return: 19.61% (upper mid).5Y return: 19.43% (lower mid).5Y return: 18.90% (bottom quartile).5Y return: 18.65% (bottom quartile).
Point 63Y return: 55.69% (top quartile).3Y return: 21.17% (lower mid).3Y return: 17.25% (bottom quartile).3Y return: 17.95% (bottom quartile).3Y return: 27.55% (upper mid).
Point 71Y return: 27.61% (upper mid).1Y return: 6.66% (bottom quartile).1Y return: -0.78% (bottom quartile).1Y return: 9.98% (lower mid).1Y return: 30.32% (top quartile).
Point 8Alpha: 4.18 (upper mid).Alpha: 10.92 (top quartile).Alpha: -0.10 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: -7.01 (bottom quartile).
Point 9Sharpe: 1.25 (upper mid).Sharpe: 0.53 (lower mid).Sharpe: 0.48 (bottom quartile).Sharpe: 0.52 (bottom quartile).Sharpe: 1.42 (top quartile).
Point 10Information ratio: -1.01 (bottom quartile).Information ratio: 0.47 (top quartile).Information ratio: -0.55 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.07 (lower mid).

DSP World Gold Fund

  • Lower mid AUM (₹1,828 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 29.51% (top quartile).
  • 3Y return: 55.69% (top quartile).
  • 1Y return: 27.61% (upper mid).
  • Alpha: 4.18 (upper mid).
  • Sharpe: 1.25 (upper mid).
  • Information ratio: -1.01 (bottom quartile).

LIC MF Infrastructure Fund

  • Bottom quartile AUM (₹1,174 Cr).
  • Established history (18+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 19.61% (upper mid).
  • 3Y return: 21.17% (lower mid).
  • 1Y return: 6.66% (bottom quartile).
  • Alpha: 10.92 (top quartile).
  • Sharpe: 0.53 (lower mid).
  • Information ratio: 0.47 (top quartile).

SBI PSU Fund

  • Highest AUM (₹6,703 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 19.43% (lower mid).
  • 3Y return: 17.25% (bottom quartile).
  • 1Y return: -0.78% (bottom quartile).
  • Alpha: -0.10 (bottom quartile).
  • Sharpe: 0.48 (bottom quartile).
  • Information ratio: -0.55 (bottom quartile).

DSP India T.I.G.E.R Fund

  • Upper mid AUM (₹6,325 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 18.90% (bottom quartile).
  • 3Y return: 17.95% (bottom quartile).
  • 1Y return: 9.98% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.52 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

DSP US Flexible Equity Fund

  • Bottom quartile AUM (₹1,270 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 18.65% (bottom quartile).
  • 3Y return: 27.55% (upper mid).
  • 1Y return: 30.32% (top quartile).
  • Alpha: -7.01 (bottom quartile).
  • Sharpe: 1.42 (top quartile).
  • Information ratio: -0.07 (lower mid).
*की सूचीसर्वश्रेष्ठ म्युचुअल फंड SIP के पास शुद्ध संपत्ति/AUM से अधिक है200 करोड़ म्यूचुअल फंड की इक्विटी श्रेणी में 5 साल के आधार पर ऑर्डर किया गयासीएजीआर रिटर्न।

1. DSP World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

Research Highlights for DSP World Gold Fund

  • Lower mid AUM (₹1,828 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 29.51% (top quartile).
  • 3Y return: 55.69% (top quartile).
  • 1Y return: 27.61% (upper mid).
  • Alpha: 4.18 (upper mid).
  • Sharpe: 1.25 (upper mid).
  • Information ratio: -1.01 (bottom quartile).
  • Higher exposure to Basic Materials vs peer median.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~94%).
  • Largest holding BGF World Gold I2 (~66.7%).
  • Top-3 holdings concentration ~100.3%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (01 Oct 26) ₹57.7406 ↓ -0.83   (-1.42 %)
Net Assets (Cr) ₹1,828 on 31 Aug 26
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆
Risk High
Expense Ratio 1.41
Sharpe Ratio 1.25
Information Ratio -1.01
Alpha Ratio 4.18
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 21₹10,000
30 Sep 22₹8,263
30 Sep 23₹9,670
30 Sep 24₹14,147
30 Sep 25₹28,247
30 Sep 26₹37,014

DSP World Gold Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for DSP World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 26

DurationReturns
1 Month -6.7%
3 Month 16%
6 Month -0.4%
1 Year 27.6%
3 Year 55.7%
5 Year 29.5%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 167.1%
2023 15.9%
2022 7%
2021 -7.7%
2020 -9%
2019 31.4%
2018 35.1%
2017 -10.7%
2016 -4%
2015 52.7%
Fund Manager information for DSP World Gold Fund
NameSinceTenure
Kaivalya Nadkarni1 May 251.34 Yr.

Data below for DSP World Gold Fund as on 31 Aug 26

Equity Sector Allocation
SectorValue
Basic Materials92.97%
Asset Allocation
Asset ClassValue
Cash4.49%
Equity93.67%
Debt0%
Other1.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
67%₹1,220 Cr958,135
↓ -25,317
VanEck Gold Miners ETF
- | GDX
30%₹539 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
4%₹74 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹5 Cr

2. LIC MF Infrastructure Fund

The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector.

Research Highlights for LIC MF Infrastructure Fund

  • Bottom quartile AUM (₹1,174 Cr).
  • Established history (18+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 19.61% (upper mid).
  • 3Y return: 21.17% (lower mid).
  • 1Y return: 6.66% (bottom quartile).
  • Alpha: 10.92 (top quartile).
  • Sharpe: 0.53 (lower mid).
  • Information ratio: 0.47 (top quartile).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • Largest holding Tata Motors Passenger Vehicles Ltd (~5.1%).

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund
Growth
Launch Date 29 Feb 08
NAV (05 Oct 26) ₹53.3631 ↑ 0.15   (0.27 %)
Net Assets (Cr) ₹1,174 on 31 Aug 26
Category Equity - Sectoral
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.21
Sharpe Ratio 0.53
Information Ratio 0.47
Alpha Ratio 10.92
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 21₹10,000
30 Sep 22₹11,040
30 Sep 23₹14,013
30 Sep 24₹24,274
30 Sep 25₹22,885
30 Sep 26₹25,047

LIC MF Infrastructure Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for LIC MF Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 26

DurationReturns
1 Month -2.9%
3 Month -3.2%
6 Month 14.5%
1 Year 6.7%
3 Year 21.2%
5 Year 19.6%
10 Year
15 Year
Since launch 9.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -3.7%
2023 47.8%
2022 44.4%
2021 7.9%
2020 46.6%
2019 -0.1%
2018 13.3%
2017 -14.6%
2016 42.2%
2015 -2.2%
Fund Manager information for LIC MF Infrastructure Fund
NameSinceTenure
Mahesh Bendre1 Jul 242.17 Yr.

Data below for LIC MF Infrastructure Fund as on 31 Aug 26

Equity Sector Allocation
SectorValue
Industrials36.85%
Consumer Cyclical21.34%
Basic Materials9.27%
Utility8.26%
Financial Services7.55%
Real Estate5.37%
Communication Services3.33%
Health Care2.11%
Asset Allocation
Asset ClassValue
Cash5.82%
Equity94.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV
5%₹59 Cr1,924,915
↑ 700,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV
4%₹44 Cr944,348
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 26 | 503100
3%₹39 Cr206,535
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
3%₹39 Cr96,023
Indo MIM Ltd (Industrials)
Equity, Since 31 Jul 26 | INDOMIM
3%₹38 Cr437,792
↓ -368,205
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
3%₹38 Cr53,599
↓ -3,718
Tenneco Clean Air India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 25 | TENNIND
3%₹35 Cr659,798
↑ 353,388
KSH International Ltd (Industrials)
Equity, Since 31 Dec 25 | KSHINTL
3%₹33 Cr353,095
↓ -14,406
Bharat Forge Ltd (Industrials)
Equity, Since 30 Sep 21 | 500493
3%₹31 Cr145,969
↑ 90,000
Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 500400
3%₹30 Cr861,040

3. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

Research Highlights for SBI PSU Fund

  • Highest AUM (₹6,703 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 19.43% (lower mid).
  • 3Y return: 17.25% (bottom quartile).
  • 1Y return: -0.78% (bottom quartile).
  • Alpha: -0.10 (bottom quartile).
  • Sharpe: 0.48 (bottom quartile).
  • Information ratio: -0.55 (bottom quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding State Bank of India (~16.4%).

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (05 Oct 26) ₹32.3973 ↑ 0.14   (0.44 %)
Net Assets (Cr) ₹6,703 on 31 Aug 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating ☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.48
Information Ratio -0.55
Alpha Ratio -0.1
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 21₹10,000
30 Sep 22₹10,843
30 Sep 23₹15,956
30 Sep 24₹26,406
30 Sep 25₹25,132
30 Sep 26₹25,384

SBI PSU Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 26

DurationReturns
1 Month -5.3%
3 Month -6.2%
6 Month -2.5%
1 Year -0.8%
3 Year 17.2%
5 Year 19.4%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.3%
2023 23.5%
2022 54%
2021 29%
2020 32.4%
2019 -10%
2018 6%
2017 -23.8%
2016 21.9%
2015 16.2%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Rohit Shimpi1 Jun 242.25 Yr.

Data below for SBI PSU Fund as on 31 Aug 26

Equity Sector Allocation
SectorValue
Financial Services36.49%
Utility26.54%
Industrials17.76%
Energy11.6%
Basic Materials5.21%
Asset Allocation
Asset ClassValue
Cash2.15%
Equity97.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
16%₹1,099 Cr10,367,500
↓ -460,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555
8%₹555 Cr16,943,244
↓ -500,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL
8%₹534 Cr12,885,000
↓ -1,300,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
7%₹477 Cr18,085,554
↓ -1,850,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155
7%₹454 Cr25,590,000
↓ -8,560,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134
5%₹342 Cr14,350,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
5%₹340 Cr14,655,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547
5%₹314 Cr9,700,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Jun 25 | 500103
4%₹288 Cr6,500,000
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 26 | CONCOR
4%₹266 Cr5,200,000
↑ 3,786,557

4. DSP India T.I.G.E.R Fund

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 continuing investments in infrastructure, both by the public and private sector.

Research Highlights for DSP India T.I.G.E.R Fund

  • Upper mid AUM (₹6,325 Cr).
  • Oldest track record among peers (22 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 18.90% (bottom quartile).
  • 3Y return: 17.95% (bottom quartile).
  • 1Y return: 9.98% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.52 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • Largest holding Reliance Industries Ltd (~6.7%).

Below is the key information for DSP India T.I.G.E.R Fund

DSP India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (05 Oct 26) ₹345.558 ↑ 1.17   (0.34 %)
Net Assets (Cr) ₹6,325 on 31 Jul 26
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.52
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 21₹10,000
30 Sep 22₹10,803
30 Sep 23₹14,864
30 Sep 24₹24,412
30 Sep 25₹21,759
30 Sep 26₹24,380

DSP India T.I.G.E.R Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for DSP India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 26

DurationReturns
1 Month -4.8%
3 Month -4.7%
6 Month 13.9%
1 Year 10%
3 Year 17.9%
5 Year 18.9%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -2.5%
2023 32.4%
2022 49%
2021 13.9%
2020 51.6%
2019 2.7%
2018 6.7%
2017 -17.2%
2016 47%
2015 4.1%
Fund Manager information for DSP India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1016.21 Yr.

Data below for DSP India T.I.G.E.R Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Industrials27.71%
Energy12.62%
Basic Materials11.28%
Financial Services10.77%
Utility8.88%
Health Care5.58%
Consumer Cyclical5.01%
Communication Services2.83%
Real Estate1.5%
Technology0.97%
Consumer Defensive0.17%
Asset Allocation
Asset ClassValue
Cash6.65%
Equity93.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹433 Cr3,388,108
↑ 120,944
Future on NIFTY Sep26
- | -
6%₹376 Cr155,155
↑ 155,155
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹303 Cr9,249,176
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹287 Cr709,133
↑ 120,468
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP
4%₹268 Cr301,630
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
3%₹183 Cr1,011,761
↑ 161,792
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 26 | BEL
3%₹169 Cr4,081,390
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL
2%₹156 Cr324,769
↓ -99,010
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Mar 24 | 500312
2%₹136 Cr5,888,442
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 532538
2%₹135 Cr118,010

5. DSP US Flexible Equity Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF.

Research Highlights for DSP US Flexible Equity Fund

  • Bottom quartile AUM (₹1,270 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 18.65% (bottom quartile).
  • 3Y return: 27.55% (upper mid).
  • 1Y return: 30.32% (top quartile).
  • Alpha: -7.01 (bottom quartile).
  • Sharpe: 1.42 (top quartile).
  • Information ratio: -0.07 (lower mid).
  • Higher exposure to Technology vs peer median.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~94%).
  • Largest holding BGF US Flexible Equity I2 (~96.0%).
  • Top-3 holdings concentration ~100.3%.

Below is the key information for DSP US Flexible Equity Fund

DSP US Flexible Equity Fund
Growth
Launch Date 3 Aug 12
NAV (01 Oct 26) ₹92.8595 ↓ -0.48   (-0.52 %)
Net Assets (Cr) ₹1,270 on 31 Aug 26
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆☆☆
Risk High
Expense Ratio 1.55
Sharpe Ratio 1.42
Information Ratio -0.07
Alpha Ratio -7.01
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 21₹10,000
30 Sep 22₹9,295
30 Sep 23₹11,197
30 Sep 24₹13,853
30 Sep 25₹17,875
30 Sep 26₹23,358

DSP US Flexible Equity Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for DSP US Flexible Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Oct 26

DurationReturns
1 Month 1.6%
3 Month -1.2%
6 Month 21.6%
1 Year 30.3%
3 Year 27.6%
5 Year 18.7%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2024 33.8%
2023 17.8%
2022 22%
2021 -5.9%
2020 24.2%
2019 22.6%
2018 27.5%
2017 -1.1%
2016 15.5%
2015 9.8%
Fund Manager information for DSP US Flexible Equity Fund
NameSinceTenure
Kaivalya Nadkarni1 May 251.34 Yr.

Data below for DSP US Flexible Equity Fund as on 31 Aug 26

Equity Sector Allocation
SectorValue
Technology32.91%
Industrials12.97%
Communication Services11.37%
Consumer Cyclical9.78%
Financial Services9.58%
Health Care9.41%
Energy2.81%
Basic Materials2.31%
Utility2.1%
Consumer Defensive0.65%
Asset Allocation
Asset ClassValue
Cash6.12%
Equity93.87%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2
Investment Fund | -
96%₹1,220 Cr1,784,131
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
4%₹52 Cr
Net Receivables/Payables
Net Current Assets | -
0%-₹2 Cr

शांत रहें, लंबी अवधि के रिटर्न पर ध्यान दें और अपने निवेश को अल्पकालिक उतार-चढ़ाव से वापस उछाल दें!

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
How helpful was this page ?
☆☆☆☆☆
POST A COMMENT