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Why Should Investors Not Worry About Coronavirus?

Updated on November 17, 2025 , 1946 views

Coronavirus is trending globally. With its massive outbreak in China, the country is experiencing a slowdown in its economic and fiscal growth. Other countries like the U.S, Singapore, UK, Malaysia, Thailand, etc., have felt some of the backfire as well.

The prices of various pharma products have gone up and the investors in the Market are dead scared. And since India is one of the largest importers of Chinese products, the fear of a market meltdown has been in trend among the Indian investors.

Why Should Investors Not Worry About Coronavirus

Good News for Investors!

Industry experts have studied the entire situation and are waving the green flag in every investors’ direction.

According to a recent report, secretary of economic affairs, Atanu Chakraborty, said that the outbreak of coronavirus won’t hit the Indian economic activity. Moreover, the report also informed that the bankers said that they haven’t been able to see anything yet that would suggest an impact on the Economy.

Why Should you not Worry?

Historically, the market reaction to emerging diseases has been short-lived. If you see, Severe Acute Respiratory Syndrome (SARS) 2003, which was similar to coronavirus. In fact, it has affected to 8100 people and caused 770 deaths, but at that time SARS was the only thing when the stock bounced back.

Most notably, immense gains were followed after the swine flu crisis and a great rebound occurred after the Recession.

India has witnessed various outbreaks globally that have hit the Indian economy too. However, the economy bounces back and investors are always encouraged to invest more when the economy is facing a setback.

Short-term market fluctuations may not affect the returns of investors who focus on long-term investment as the market bounce backs in the long-run.

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Therefore, Focus on the Longterm!

Investors should stay cool and keep their focus on the long term gains. Avoid short-term market fluctuations, stay disciplined and stick to your asset.

Divide your funds into different sectors and diversify your Portfolio. This one of the best ways to balance your risk and returns. This way, if one fund fails to perform, other funds can balance the returns.

You can best opt for SIP mode through Mutual Funds, where a small amount is invested in Equity Funds over a regular interval. As a SIP gives the benefit of the Power of Compounding and rupee cost averaging, the short-term pitfalls of the market doesn’t much affect your portfolio. The returns over the long-run are positive.

Best Performing SIP Funds to Invest FY 25 - 26

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Infrastructure Fund Growth ₹198.23
↓ -0.25
₹8,232 100 1.83.28.426.534.227.4
HDFC Infrastructure Fund Growth ₹48.448
↓ -0.04
₹2,586 300 1.72.36.526.831.923
SBI PSU Fund Growth ₹34.0571
↑ 0.02
₹5,714 500 8.67.411.129.431.523.5
Bandhan Infrastructure Fund Growth ₹49.483
↓ -0.25
₹1,625 100 -0.7-1.4-1.32630.239.3
DSP India T.I.G.E.R Fund Growth ₹319.304
↓ -0.26
₹5,506 500 1.84.80.925.930.232.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Infrastructure FundHDFC Infrastructure FundSBI PSU FundBandhan Infrastructure FundDSP India T.I.G.E.R Fund
Point 1Highest AUM (₹8,232 Cr).Bottom quartile AUM (₹2,586 Cr).Upper mid AUM (₹5,714 Cr).Bottom quartile AUM (₹1,625 Cr).Lower mid AUM (₹5,506 Cr).
Point 2Established history (20+ yrs).Established history (17+ yrs).Established history (15+ yrs).Established history (14+ yrs).Oldest track record among peers (21 yrs).
Point 3Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 2★ (bottom quartile).Top rated.Rating: 4★ (upper mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 34.23% (top quartile).5Y return: 31.94% (upper mid).5Y return: 31.47% (lower mid).5Y return: 30.25% (bottom quartile).5Y return: 30.15% (bottom quartile).
Point 63Y return: 26.55% (lower mid).3Y return: 26.75% (upper mid).3Y return: 29.38% (top quartile).3Y return: 26.03% (bottom quartile).3Y return: 25.90% (bottom quartile).
Point 71Y return: 8.36% (upper mid).1Y return: 6.49% (lower mid).1Y return: 11.08% (top quartile).1Y return: -1.32% (bottom quartile).1Y return: 0.89% (bottom quartile).
Point 8Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Alpha: -0.58 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 0.00 (upper mid).Sharpe: -0.15 (lower mid).Sharpe: 0.09 (top quartile).Sharpe: -0.31 (bottom quartile).Sharpe: -0.33 (bottom quartile).
Point 10Information ratio: 0.00 (top quartile).Information ratio: 0.00 (upper mid).Information ratio: -0.57 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).

ICICI Prudential Infrastructure Fund

  • Highest AUM (₹8,232 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 34.23% (top quartile).
  • 3Y return: 26.55% (lower mid).
  • 1Y return: 8.36% (upper mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.00 (upper mid).
  • Information ratio: 0.00 (top quartile).

HDFC Infrastructure Fund

  • Bottom quartile AUM (₹2,586 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 31.94% (upper mid).
  • 3Y return: 26.75% (upper mid).
  • 1Y return: 6.49% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.15 (lower mid).
  • Information ratio: 0.00 (upper mid).

SBI PSU Fund

  • Upper mid AUM (₹5,714 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 31.47% (lower mid).
  • 3Y return: 29.38% (top quartile).
  • 1Y return: 11.08% (top quartile).
  • Alpha: -0.58 (bottom quartile).
  • Sharpe: 0.09 (top quartile).
  • Information ratio: -0.57 (bottom quartile).

Bandhan Infrastructure Fund

  • Bottom quartile AUM (₹1,625 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 30.25% (bottom quartile).
  • 3Y return: 26.03% (bottom quartile).
  • 1Y return: -1.32% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.31 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

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

  • Lower mid AUM (₹5,506 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 30.15% (bottom quartile).
  • 3Y return: 25.90% (bottom quartile).
  • 1Y return: 0.89% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
*List of best mutual funds SIP's having Net Assets/ AUM more than 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.

1. ICICI Prudential Infrastructure Fund

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.

Research Highlights for ICICI Prudential Infrastructure Fund

  • Highest AUM (₹8,232 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 34.23% (top quartile).
  • 3Y return: 26.55% (lower mid).
  • 1Y return: 8.36% (upper mid).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.00 (upper mid).
  • Information ratio: 0.00 (top quartile).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (19 Nov 25) ₹198.23 ↓ -0.25   (-0.13 %)
Net Assets (Cr) ₹8,232 on 31 Oct 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 0
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.

DateValue
31 Oct 20₹10,000
31 Oct 21₹19,902
31 Oct 22₹23,709
31 Oct 23₹30,130
31 Oct 24₹47,075
31 Oct 25₹49,413

ICICI Prudential 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 ₹705,310.
Net Profit of ₹405,310
Invest Now

Returns for ICICI Prudential 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 19 Nov 25

DurationReturns
1 Month 0.1%
3 Month 1.8%
6 Month 3.2%
1 Year 8.4%
3 Year 26.5%
5 Year 34.2%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ihab Dalwai3 Jun 178.33 Yr.
Sharmila D’mello30 Jun 223.26 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Industrials36.47%
Basic Materials15.25%
Financial Services14.68%
Utility10.24%
Energy9.47%
Real Estate2.93%
Consumer Cyclical1.84%
Communication Services1.67%
Asset Allocation
Asset ClassValue
Cash7.43%
Equity92.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
9%₹674 Cr1,843,204
↓ -155,750
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹352 Cr10,329,473
↓ -750,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 500295
4%₹293 Cr6,279,591
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
4%₹277 Cr2,029,725
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹271 Cr13,053,905
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
3%₹260 Cr1,854,934
↓ -413,725
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
3%₹226 Cr1,803,566
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹226 Cr1,996,057
AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG
3%₹202 Cr660,770
CESC Ltd (Utilities)
Equity, Since 30 Jun 23 | CESC
2%₹189 Cr11,700,502

2. HDFC Infrastructure Fund

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.

Research Highlights for HDFC Infrastructure Fund

  • Bottom quartile AUM (₹2,586 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 31.94% (upper mid).
  • 3Y return: 26.75% (upper mid).
  • 1Y return: 6.49% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.15 (lower mid).
  • Information ratio: 0.00 (upper mid).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (19 Nov 25) ₹48.448 ↓ -0.04   (-0.09 %)
Net Assets (Cr) ₹2,586 on 31 Oct 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.06
Sharpe Ratio -0.15
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.

DateValue
31 Oct 20₹10,000
31 Oct 21₹19,027
31 Oct 22₹21,626
31 Oct 23₹29,679
31 Oct 24₹44,661
31 Oct 25₹45,504

HDFC 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 ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for HDFC 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 19 Nov 25

DurationReturns
1 Month 0.5%
3 Month 1.7%
6 Month 2.3%
1 Year 6.5%
3 Year 26.8%
5 Year 31.9%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Srinivasan Ramamurthy12 Jan 241.72 Yr.
Dhruv Muchhal22 Jun 232.28 Yr.

Data below for HDFC Infrastructure Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Industrials38.53%
Financial Services19.18%
Basic Materials10.34%
Utility7.05%
Energy6.49%
Communication Services3.63%
Real Estate2.48%
Health Care1.76%
Technology1.57%
Consumer Cyclical0.49%
Asset Allocation
Asset ClassValue
Cash8.47%
Equity91.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 532174
6%₹148 Cr1,100,000
↓ -200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
6%₹139 Cr380,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
5%₹133 Cr1,400,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | 522287
4%₹95 Cr758,557
↑ 272
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
4%₹89 Cr1,403,084
↑ 3,084
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO
3%₹84 Cr150,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 532555
3%₹75 Cr2,200,646
↑ 646
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹68 Cr500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹66 Cr350,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 08 | SBIN
2%₹61 Cr704,361

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

  • Upper mid AUM (₹5,714 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 31.47% (lower mid).
  • 3Y return: 29.38% (top quartile).
  • 1Y return: 11.08% (top quartile).
  • Alpha: -0.58 (bottom quartile).
  • Sharpe: 0.09 (top quartile).
  • Information ratio: -0.57 (bottom quartile).

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (19 Nov 25) ₹34.0571 ↑ 0.02   (0.05 %)
Net Assets (Cr) ₹5,714 on 31 Oct 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.09
Information Ratio -0.57
Alpha Ratio -0.58
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
31 Oct 20₹10,000
31 Oct 21₹16,381
31 Oct 22₹19,173
31 Oct 23₹24,318
31 Oct 24₹40,047
31 Oct 25₹42,467

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 ₹657,502.
Net Profit of ₹357,502
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 19 Nov 25

DurationReturns
1 Month 4%
3 Month 8.6%
6 Month 7.4%
1 Year 11.1%
3 Year 29.4%
5 Year 31.5%
10 Year
15 Year
Since launch 8.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.5%
2023 54%
2022 29%
2021 32.4%
2020 -10%
2019 6%
2018 -23.8%
2017 21.9%
2016 16.2%
2015 -11.1%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Rohit Shimpi1 Jun 241.33 Yr.

Data below for SBI PSU Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Financial Services36.21%
Utility29.89%
Energy13.58%
Industrials12.34%
Basic Materials5.79%
Asset Allocation
Asset ClassValue
Cash2.18%
Equity97.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
16%₹866 Cr9,927,500
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL
9%₹524 Cr12,975,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555
9%₹495 Cr14,543,244
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
8%₹463 Cr16,535,554
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155
8%₹454 Cr25,750,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547
6%₹329 Cr9,700,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134
5%₹284 Cr11,000,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 526371
4%₹213 Cr27,900,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹182 Cr2,427,235
Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL
3%₹159 Cr3,850,000

4. Bandhan Infrastructure Fund

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.

Research Highlights for Bandhan Infrastructure Fund

  • Bottom quartile AUM (₹1,625 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 30.25% (bottom quartile).
  • 3Y return: 26.03% (bottom quartile).
  • 1Y return: -1.32% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.31 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Below is the key information for Bandhan Infrastructure Fund

Bandhan Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (19 Nov 25) ₹49.483 ↓ -0.25   (-0.50 %)
Net Assets (Cr) ₹1,625 on 31 Oct 25
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio -0.31
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.

DateValue
31 Oct 20₹10,000
31 Oct 21₹20,050
31 Oct 22₹20,377
31 Oct 23₹26,163
31 Oct 24₹43,146
31 Oct 25₹41,438

Bandhan 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 ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Bandhan 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 19 Nov 25

DurationReturns
1 Month -0.6%
3 Month -0.7%
6 Month -1.4%
1 Year -1.3%
3 Year 26%
5 Year 30.2%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
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 Bandhan Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 241.69 Yr.
Ritika Behera7 Oct 231.99 Yr.
Gaurav Satra7 Jun 241.32 Yr.

Data below for Bandhan Infrastructure Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Industrials53.61%
Utility12.71%
Basic Materials7.66%
Communication Services4.85%
Energy3.82%
Financial Services2.89%
Health Care2.33%
Technology2.14%
Consumer Cyclical1.54%
Real Estate1.3%
Asset Allocation
Asset ClassValue
Cash7.14%
Equity92.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹84 Cr433,186
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
5%₹75 Cr206,262
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹66 Cr352,330
↑ 22,312
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
4%₹62 Cr452,706
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 532538
4%₹61 Cr49,772
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
4%₹58 Cr1,431,700
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
3%₹53 Cr4,733,244
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO
3%₹47 Cr83,887
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
3%₹46 Cr462,606
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS
3%₹43 Cr12,400,122

5. 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

  • Lower mid AUM (₹5,506 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 30.15% (bottom quartile).
  • 3Y return: 25.90% (bottom quartile).
  • 1Y return: 0.89% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

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 (19 Nov 25) ₹319.304 ↓ -0.26   (-0.08 %)
Net Assets (Cr) ₹5,506 on 31 Oct 25
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio -0.33
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
31 Oct 20₹10,000
31 Oct 21₹18,690
31 Oct 22₹20,934
31 Oct 23₹26,634
31 Oct 24₹43,153
31 Oct 25₹41,884

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 ₹642,208.
Net Profit of ₹342,208
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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 19 Nov 25

DurationReturns
1 Month 1%
3 Month 1.8%
6 Month 4.8%
1 Year 0.9%
3 Year 25.9%
5 Year 30.2%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
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 India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1015.29 Yr.

Data below for DSP India T.I.G.E.R Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Industrials28.9%
Basic Materials14.22%
Utility10.79%
Consumer Cyclical9.07%
Financial Services8.65%
Health Care6.05%
Energy5.41%
Communication Services2.5%
Technology1.85%
Real Estate1.5%
Consumer Defensive1.15%
Asset Allocation
Asset ClassValue
Cash9.92%
Equity90.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
5%₹255 Cr697,669
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹243 Cr7,145,883
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP
3%₹182 Cr245,928
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER
3%₹160 Cr197,265
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | 532898
3%₹156 Cr5,567,574
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
2%₹130 Cr1,412,412
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
2%₹130 Cr3,321,453
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
2%₹129 Cr688,435
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX
2%₹128 Cr164,204
Siemens Energy India Ltd (Utilities)
Equity, Since 30 Apr 25 | ENRIN
2%₹127 Cr369,482

Stay calm, focus on the long-term returns and let your investments bounce back from short-term fluctuations!

Disclaimer:
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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