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How to Invest in Mutual Funds During Coronavirus Lockdown in India?
Corona Virus is becoming a major concern for every nation across the globe. India is on lockdown till April 15, 2020. India joined the bandwagon on the midnight of 24th March 2020 following PM Narendra Modi’s speech.
The Market has experienced the fastest fall in history and stocks have become extremely cheap in the market. Everything except essential services will remain open during this time. Mutual fund offices are also operating with minimum staff at this time. However, they are trying and doing their best to keep the services running smoothly and efficiently.
According to a report, the Association of Mutual Funds in India informed SEBI the difficulties that are likely to take place in the daily operation of mutual funds. However, the authorities have been doing a great job to maintain market stability as much as possible.
Investors should invest cautiously and smartly at this crucial phase. Make use of staggered investments like Systematic Investment plan (SIP) and Systematic Transfer Plan (STPs). SIPs is recommended since it allows the investor to be disciplined and build long-term wealth. STP is recommended in volatile market conditions.
Investors who Invested through Paper and Cheque?
If you have invested via paper and cheque route you can still carry on transactions to your fund folios using the online mode. Here are a few steps to follow:
- Go to the AMCsofficial website online or app on your smartphone
- Register yourself with PAN number, email id and mobile number that’s linked with your fund folio
- You will receive an OTP on your registered email id and phone number
- Use it to verify your identity on your online account and redeem your investments. You can now sell, switch or even purchase new units
Talk to our investment specialist
Authorities Urge Investors To Go Online
The report also stated that there could be a delay in publishing Net Asset Value (NAV). However, authorities have stated that as long as telecom networks are fully functional they don’t see any issues in servicing investors’ requirements. Investors can use the website and mobile applications for transactions. Some AMCs have also passed an addendum to enable investors to email their transactions to them. They will have it processed provided the investors have a registered email id.
Mutual Fund company employees will be working from home to allow the smooth functioning of transactions through online modes.
In an advertisement issued in the public interest, AMFI said that Mutual funds will be keeping their collection centres/branch offices closed from March 23, 2020, and allow purely online transactions through various electronic modes like mutual fund websites, web portals, digital platforms, apps or virtual channels, etc., until the situation comes under control and social distancing is withdrawn by the authorities. This to ensure safety through social distancing for investors, distributors, visitors, employees of mutual funds.
How to Invest in Mutual Funds During Coronavirus Pandemic?
Well, the only way to invest in Mutual Funds is by becoming tech-savvy and going online. Leading experts say that this isn’t the time to be fearful, but to take advantage. They advise continuing with investment as the Industry is well prepared to protect customers interest even as the Covid-19 crisis continues.
1. Invest in Liquid Mutual Funds
Investing in Liquid Funds is advisable as they are a low-risk fund.. It invests in the certificate of deposits, T-bills, commercial papers and term deposits. You can withdraw your money within a 24-hr period. Some AMCs even have the option of instant Redemption in liquid funds.
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Indiabulls Liquid Fund Growth ₹2,523.78
↑ 0.23 ₹212 0.5 1.8 3.6 7.2 7.4 6.21% 1M 8D 1M 8D PGIM India Insta Cash Fund Growth ₹339.726
↑ 0.03 ₹400 0.5 1.8 3.6 7.2 7.3 6.48% 1D 2D Principal Cash Management Fund Growth ₹2,301.81
↑ 0.24 ₹6,288 0.5 1.7 3.5 7.1 7.3 6.29% 1M 17D 1M 18D JM Liquid Fund Growth ₹71.2096
↑ 0.01 ₹2,434 0.5 1.7 3.5 7.1 7.2 6.15% 1M 24D 1M 28D Axis Liquid Fund Growth ₹2,905.7
↑ 0.29 ₹36,089 0.5 1.8 3.6 7.2 7.4 6.3% 1M 8D 1M 11D Invesco India Liquid Fund Growth ₹3,586.94
↑ 0.33 ₹14,737 0.5 1.8 3.6 7.2 7.4 6.19% 1M 22D 1M 22D Aditya Birla Sun Life Liquid Fund Growth ₹420.51
↑ 0.04 ₹44,546 0.5 1.8 3.6 7.2 7.3 6.39% 1M 17D 1M 17D Tata Liquid Fund Growth ₹4,110.27
↑ 0.46 ₹18,156 0.5 1.8 3.5 7.2 7.3 6.37% 1M 14D 1M 14D ICICI Prudential Liquid Fund Growth ₹386.335
↑ 0.04 ₹50,000 0.5 1.8 3.5 7.2 7.4 6.33% 1M 17D 1M 21D Nippon India Liquid Fund Growth ₹6,369.11
↑ 0.57 ₹36,125 0.5 1.8 3.6 7.2 7.3 6.33% 1M 14D 1M 16D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25
2. Invest in SIPs
SIP is the ideal way to invest in mutual funds. Many AMCsoffer the privilege of video KYC. In this way, you can start investing without having to visit the Bank. Upload PAN Card photograph, Aadhar card copy and fill the necessary requirements.
Some great news from the Market
1. L&T launches two new mutual funds
Larsen & Turbo (L&T) Mutual Fund launched two new mutual funds called Nifty50 and NiftyNext50 Index Funds on 24th March 2020. This was done after testing the remote access of various functions of mutual funds over the past few weeks after the Coronavirus-led disruption into eh daily operations of the stock market. They took this action despite most of their employees working from home.
2. Consumption Industry to remain unaffected
As per the experts, the consumption industry will not be affected by the lockdown as consumers will continue to purchase goods and services for consumption. Many are also hoarding goods for meeting their daily needs. This will help the industry stay stable during the lockdown.
Best SIP Mutual Funds to Invest in 2025 - 2026
To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure. HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized. IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a Below is the key information for IDFC Infrastructure Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on 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. DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a Below is the key information for DSP BlackRock India T.I.G.E.R Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Infrastructure Fund Growth ₹199.43
↑ 1.24 ₹7,920 100 11.6 6.9 5.3 36 37.5 27.4 HDFC Infrastructure Fund Growth ₹48.416
↑ 0.32 ₹2,540 300 11.6 3.7 0.8 36.5 34.9 23 IDFC Infrastructure Fund Growth ₹51.897
↑ 0.64 ₹1,701 100 12.7 0.3 -4.5 35.8 34.8 39.3 L&T Emerging Businesses Fund Growth ₹83.2921
↑ 0.16 ₹16,061 500 14.4 -6 -1.3 26.6 34.7 28.5 DSP BlackRock India T.I.G.E.R Fund Growth ₹318.111
↑ 1.93 ₹5,319 500 11.7 -1.6 -3.8 33.4 34.3 32.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.
1. ICICI Prudential Infrastructure Fund
CAGR/Annualized return of 16.3% since its launch. Ranked 27 in Sectoral category. Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% . ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (27 Jun 25) ₹199.43 ↑ 1.24 (0.63 %) Net Assets (Cr) ₹7,920 on 31 May 25 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.22 Sharpe Ratio 0.15 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹18,721 31 May 22 ₹23,007 31 May 23 ₹29,843 31 May 24 ₹49,203 31 May 25 ₹53,203 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 3.4% 3 Month 11.6% 6 Month 6.9% 1 Year 5.3% 3 Year 36% 5 Year 37.5% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.4% 2023 44.6% 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% 2015 -3.4% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 8 Yr. Sharmila D’mello 30 Jun 22 2.92 Yr. Data below for ICICI Prudential Infrastructure Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 39.73% Basic Materials 18.96% Financial Services 14.34% Utility 8.93% Energy 6.65% Real Estate 2.45% Communication Services 1.71% Consumer Cyclical 0.89% Asset Allocation
Asset Class Value Cash 6.34% Equity 93.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT10% ₹722 Cr 2,160,204
↑ 220,204 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS4% ₹306 Cr 2,515,859
↓ -121,785 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC4% ₹265 Cr 12,522,005 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE3% ₹234 Cr 1,662,727
↑ 103,241 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325553% ₹227 Cr 6,400,000
↓ -600,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5003873% ₹224 Cr 75,408
↓ -11,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5002953% ₹219 Cr 5,223,662
↑ 500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK3% ₹203 Cr 1,425,000
↓ -175,000 CESC Ltd (Utilities)
Equity, Since 30 Jun 23 | CESC3% ₹191 Cr 12,000,502 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL2% ₹185 Cr 1,903,566 2. HDFC Infrastructure Fund
CAGR/Annualized return of since its launch. Ranked 26 in Sectoral category. Return for 2024 was 23% , 2023 was 55.4% and 2022 was 19.3% . HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (27 Jun 25) ₹48.416 ↑ 0.32 (0.66 %) Net Assets (Cr) ₹2,540 on 31 May 25 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.31 Sharpe Ratio -0.02 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹18,382 31 May 22 ₹20,960 31 May 23 ₹26,577 31 May 24 ₹47,409 31 May 25 ₹49,598 Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 2.4% 3 Month 11.6% 6 Month 3.7% 1 Year 0.8% 3 Year 36.5% 5 Year 34.9% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 23% 2023 55.4% 2022 19.3% 2021 43.2% 2020 -7.5% 2019 -3.4% 2018 -29% 2017 43.3% 2016 -1.9% 2015 -2.5% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Srinivasan Ramamurthy 12 Jan 24 1.38 Yr. Dhruv Muchhal 22 Jun 23 1.94 Yr. Data below for HDFC Infrastructure Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 37.51% Financial Services 20.97% Basic Materials 11.02% Utility 7.56% Energy 6.75% Communication Services 4.01% Real Estate 2.2% Health Care 1.75% Technology 1.27% Consumer Cyclical 0.48% Asset Allocation
Asset Class Value Cash 6.48% Equity 93.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹186 Cr 1,300,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK6% ₹135 Cr 700,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT5% ₹127 Cr 380,000 J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL4% ₹94 Cr 1,450,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO3% ₹79 Cr 150,000 NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 5325553% ₹78 Cr 2,200,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL3% ₹74 Cr 758,285 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹70 Cr 500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL3% ₹65 Cr 350,000 Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 5435303% ₹62 Cr 4,300,000
↓ -400,000 3. IDFC Infrastructure Fund
CAGR/Annualized return of 12.2% since its launch. Ranked 1 in Sectoral category. Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% . IDFC Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (27 Jun 25) ₹51.897 ↑ 0.64 (1.25 %) Net Assets (Cr) ₹1,701 on 31 May 25 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.33 Sharpe Ratio -0.09 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹20,010 31 May 22 ₹21,463 31 May 23 ₹26,973 31 May 24 ₹48,493 31 May 25 ₹48,898 Returns for IDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 2.9% 3 Month 12.7% 6 Month 0.3% 1 Year -4.5% 3 Year 35.8% 5 Year 34.8% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 39.3% 2023 50.3% 2022 1.7% 2021 64.8% 2020 6.3% 2019 -5.3% 2018 -25.9% 2017 58.7% 2016 10.7% 2015 -0.2% Fund Manager information for IDFC Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 1.35 Yr. Ritika Behera 7 Oct 23 1.65 Yr. Gaurav Satra 7 Jun 24 0.98 Yr. Data below for IDFC Infrastructure Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 55.04% Utility 13% Basic Materials 9.55% Communication Services 5.07% Energy 4.03% Financial Services 2.72% Technology 2.49% Consumer Cyclical 2.37% Health Care 1.93% Asset Allocation
Asset Class Value Cash 3.24% Equity 96.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹76 Cr 443,385 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE4% ₹64 Cr 452,706 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹62 Cr 330,018 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT4% ₹61 Cr 183,173 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA4% ₹60 Cr 4,797,143 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325384% ₹59 Cr 50,452 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL3% ₹45 Cr 1,431,700 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS3% ₹44 Cr 365,137 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT3% ₹40 Cr 468,237 PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS2% ₹39 Cr 12,400,122 4. L&T Emerging Businesses Fund
CAGR/Annualized return of 21% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (27 Jun 25) ₹83.2921 ↑ 0.16 (0.19 %) Net Assets (Cr) ₹16,061 on 31 May 25 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio 0.02 Information Ratio -0.39 Alpha Ratio -3.97 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.
Date Value 31 May 20 ₹10,000 31 May 21 ₹21,275 31 May 22 ₹25,707 31 May 23 ₹31,323 31 May 24 ₹46,528 31 May 25 ₹48,396 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 5.3% 3 Month 14.4% 6 Month -6% 1 Year -1.3% 3 Year 26.6% 5 Year 34.7% 10 Year 15 Year Since launch 21% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 2023 46.1% 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 5.46 Yr. Sonal Gupta 1 Oct 23 1.67 Yr. Data below for L&T Emerging Businesses Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 26.56% Consumer Cyclical 15.68% Financial Services 15.22% Basic Materials 10.89% Technology 9.44% Health Care 7.99% Real Estate 4.93% Consumer Defensive 4.43% Energy 0.97% Asset Allocation
Asset Class Value Cash 3.89% Equity 96.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL2% ₹351 Cr 3,518,200
↑ 72,900 Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5245582% ₹313 Cr 261,377
↑ 261,377 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000402% ₹306 Cr 1,595,574 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | FEDERALBNK2% ₹306 Cr 15,544,000 KFin Technologies Ltd (Technology)
Equity, Since 31 Aug 24 | KFINTECH2% ₹291 Cr 2,429,736 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 24 | NAM-INDIA2% ₹284 Cr 4,446,300
↑ 355,900 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX2% ₹279 Cr 455,150
↑ 50,216 Cohance Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 20 | SUVENPHAR2% ₹261 Cr 2,298,085 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 5900032% ₹260 Cr 11,912,400 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹259 Cr 2,566,200 5. DSP BlackRock India T.I.G.E.R Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 12 in Sectoral category. Return for 2024 was 32.4% , 2023 was 49% and 2022 was 13.9% . DSP BlackRock India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (27 Jun 25) ₹318.111 ↑ 1.93 (0.61 %) Net Assets (Cr) ₹5,319 on 31 May 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio -0.26 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.
Date Value 31 May 20 ₹10,000 31 May 21 ₹18,391 31 May 22 ₹21,435 31 May 23 ₹26,572 31 May 24 ₹47,601 31 May 25 ₹46,897 Returns for DSP BlackRock India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 3.8% 3 Month 11.7% 6 Month -1.6% 1 Year -3.8% 3 Year 33.4% 5 Year 34.3% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 32.4% 2023 49% 2022 13.9% 2021 51.6% 2020 2.7% 2019 6.7% 2018 -17.2% 2017 47% 2016 4.1% 2015 0.7% Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 14.95 Yr. Data below for DSP BlackRock India T.I.G.E.R Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 27.2% Basic Materials 14.98% Utility 9.76% Financial Services 8.12% Consumer Cyclical 7.52% Health Care 6.82% Energy 5.82% Communication Services 2.7% Technology 2.55% Real Estate 1.72% Consumer Defensive 1.53% Asset Allocation
Asset Class Value Cash 9.39% Equity 90.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹253 Cr 7,145,883 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT4% ₹187 Cr 559,286 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP3% ₹172 Cr 245,928 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | 5328983% ₹171 Cr 5,567,574
↑ 1,647,526 Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 31 Jan 25 | 5435243% ₹129 Cr 935,870 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹128 Cr 688,435
↓ -534,680 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA3% ₹128 Cr 3,321,453 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER3% ₹128 Cr 207,277
↑ 1,525 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG2% ₹120 Cr 1,608,534
↑ 38,005 Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 5005502% ₹107 Cr 369,482
Conclusion
This is the best time to invest in mutual funds as you will be able to buy it at lower prices. Markets will go back to normal in a while according to experts.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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