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Why Should Investors Not Worry About Coronavirus?

Updated on April 11, 2026 , 2093 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.

Fund Selection Methodology used to find 5 funds

  • Category: Equity
  • Investment Option: SIP
  • AUM Range: 200 to 20000 Cr
  • Sorted On : 5-year return (high to low)
  • No Of Funds: 5

Best Performing SIP Funds to Invest FY 26 - 27

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI PSU Fund Growth ₹35.1388
↓ -0.06
₹6,545 500 3.67.1203227.611.3
DSP World Gold Fund Growth ₹63.0252
↑ 0.63
₹2,191 500 11.942145.250.327.6167.1
ICICI Prudential Infrastructure Fund Growth ₹192.3
↓ -0.62
₹8,098 100 -0.3-2.311.123.226.36.7
Invesco India PSU Equity Fund Growth ₹66.04
↓ -0.02
₹1,511 500 -0.72.517.129.225.810.3
DSP India T.I.G.E.R Fund Growth ₹325.057
↑ 0.75
₹5,460 500 5.33.516.825.724.5-2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentarySBI PSU FundDSP World Gold FundICICI Prudential Infrastructure FundInvesco India PSU Equity FundDSP India T.I.G.E.R Fund
Point 1Upper mid AUM (₹6,545 Cr).Bottom quartile AUM (₹2,191 Cr).Highest AUM (₹8,098 Cr).Bottom quartile AUM (₹1,511 Cr).Lower mid AUM (₹5,460 Cr).
Point 2Established history (15+ yrs).Established history (18+ yrs).Established history (20+ yrs).Established history (16+ yrs).Oldest track record among peers (21 yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Top rated.
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 27.64% (top quartile).5Y return: 27.57% (upper mid).5Y return: 26.32% (lower mid).5Y return: 25.80% (bottom quartile).5Y return: 24.49% (bottom quartile).
Point 63Y return: 31.98% (upper mid).3Y return: 50.31% (top quartile).3Y return: 23.19% (bottom quartile).3Y return: 29.24% (lower mid).3Y return: 25.71% (bottom quartile).
Point 71Y return: 19.97% (upper mid).1Y return: 145.23% (top quartile).1Y return: 11.09% (bottom quartile).1Y return: 17.11% (lower mid).1Y return: 16.76% (bottom quartile).
Point 8Alpha: 0.92 (upper mid).Alpha: 6.90 (top quartile).Alpha: 0.00 (lower mid).Alpha: -6.26 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 1.90 (upper mid).Sharpe: 4.06 (top quartile).Sharpe: 1.03 (bottom quartile).Sharpe: 1.47 (lower mid).Sharpe: 1.34 (bottom quartile).
Point 10Information ratio: -0.27 (lower mid).Information ratio: -1.08 (bottom quartile).Information ratio: 0.00 (top quartile).Information ratio: -0.78 (bottom quartile).Information ratio: 0.00 (upper mid).

SBI PSU Fund

  • Upper mid AUM (₹6,545 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 27.64% (top quartile).
  • 3Y return: 31.98% (upper mid).
  • 1Y return: 19.97% (upper mid).
  • Alpha: 0.92 (upper mid).
  • Sharpe: 1.90 (upper mid).
  • Information ratio: -0.27 (lower mid).

DSP World Gold Fund

  • Bottom quartile AUM (₹2,191 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 27.57% (upper mid).
  • 3Y return: 50.31% (top quartile).
  • 1Y return: 145.23% (top quartile).
  • Alpha: 6.90 (top quartile).
  • Sharpe: 4.06 (top quartile).
  • Information ratio: -1.08 (bottom quartile).

ICICI Prudential Infrastructure Fund

  • Highest AUM (₹8,098 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 26.32% (lower mid).
  • 3Y return: 23.19% (bottom quartile).
  • 1Y return: 11.09% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.03 (bottom quartile).
  • Information ratio: 0.00 (top quartile).

Invesco India PSU Equity Fund

  • Bottom quartile AUM (₹1,511 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 25.80% (bottom quartile).
  • 3Y return: 29.24% (lower mid).
  • 1Y return: 17.11% (lower mid).
  • Alpha: -6.26 (bottom quartile).
  • Sharpe: 1.47 (lower mid).
  • Information ratio: -0.78 (bottom quartile).

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

  • Lower mid AUM (₹5,460 Cr).
  • Oldest track record among peers (21 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 24.49% (bottom quartile).
  • 3Y return: 25.71% (bottom quartile).
  • 1Y return: 16.76% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 1.34 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.
112358
MCA CIN
U74999MH2016PTC282153
Location
Thane, Maharashtra, India
Experience
10+ years in Mutual Fund distribution

Our Expertise

  • Certified Mutual Fund Distributors with hands-on advisory experience.
  • Market analysts tracking performance, macro trends, and sectors.
  • Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

  • Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
  • Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
  • Expert review: Senior team members review every article and list for accuracy.
  • Updates: Regular refreshes so performance data reflects current market conditions.

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Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

*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. 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 (₹6,545 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 27.64% (top quartile).
  • 3Y return: 31.98% (upper mid).
  • 1Y return: 19.97% (upper mid).
  • Alpha: 0.92 (upper mid).
  • Sharpe: 1.90 (upper mid).
  • Information ratio: -0.27 (lower mid).
  • Higher exposure to Utility vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding State Bank of India (~16.5%).
  • Top-3 holdings concentration ~36.2%.

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (13 Apr 26) ₹35.1388 ↓ -0.06   (-0.16 %)
Net Assets (Cr) ₹6,545 on 28 Feb 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 1.9
Information Ratio -0.27
Alpha Ratio 0.92
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 Mar 21₹10,000
31 Mar 22₹12,520
31 Mar 23₹14,284
31 Mar 24₹26,707
31 Mar 25₹28,297
31 Mar 26₹30,937

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 ₹598,181.
Net Profit of ₹298,181
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 13 Apr 26

DurationReturns
1 Month 1.9%
3 Month 3.6%
6 Month 7.1%
1 Year 20%
3 Year 32%
5 Year 27.6%
10 Year
15 Year
Since launch 8.3%
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 241.83 Yr.

Data below for SBI PSU Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Utility31.55%
Financial Services30.98%
Energy12.91%
Industrials12.8%
Basic Materials6.89%
Asset Allocation
Asset ClassValue
Cash4.8%
Equity95.12%
Debt0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
17%₹972 Cr9,927,500
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
10%₹590 Cr19,935,554
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555
10%₹572 Cr15,443,244
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL
9%₹536 Cr13,385,000
↓ -340,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155
9%₹525 Cr38,150,000
↑ 3,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
7%₹386 Cr13,555,000
↑ 7,600,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134
6%₹324 Cr13,100,000
↑ 2,100,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547
5%₹273 Cr9,700,000
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%₹205 Cr2,427,235

2. 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

  • Bottom quartile AUM (₹2,191 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 27.57% (upper mid).
  • 3Y return: 50.31% (top quartile).
  • 1Y return: 145.23% (top quartile).
  • Alpha: 6.90 (top quartile).
  • Sharpe: 4.06 (top quartile).
  • Information ratio: -1.08 (bottom quartile).
  • Higher exposure to Basic Materials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • Largest holding BGF World Gold I2 (~69.9%).
  • Top-3 holdings concentration ~101.6%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (10 Apr 26) ₹63.0252 ↑ 0.63   (1.00 %)
Net Assets (Cr) ₹2,191 on 28 Feb 26
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.41
Sharpe Ratio 4.06
Information Ratio -1.08
Alpha Ratio 6.9
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 Mar 21₹10,000
31 Mar 22₹11,138
31 Mar 23₹10,487
31 Mar 24₹10,232
31 Mar 25₹15,284
31 Mar 26₹33,879

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 ₹598,181.
Net Profit of ₹298,181
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 13 Apr 26

DurationReturns
1 Month -3.1%
3 Month 11.9%
6 Month 42%
1 Year 145.2%
3 Year 50.3%
5 Year 27.6%
10 Year
15 Year
Since launch 10.4%
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
Jay Kothari1 Mar 1313.09 Yr.

Data below for DSP World Gold Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Basic Materials94.27%
Asset Allocation
Asset ClassValue
Cash3.92%
Equity94.27%
Debt0.01%
Other1.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
70%₹1,531 Cr1,103,589
↓ -74,069
VanEck Gold Miners ETF
- | GDX
28%₹604 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -
4%₹90 Cr
Net Receivables/Payables
Net Current Assets | -
2%-₹35 Cr

3. 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 (₹8,098 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 26.32% (lower mid).
  • 3Y return: 23.19% (bottom quartile).
  • 1Y return: 11.09% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.03 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding InterGlobe Aviation Ltd (~8.7%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (13 Apr 26) ₹192.3 ↓ -0.62   (-0.32 %)
Net Assets (Cr) ₹8,098 on 28 Feb 26
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 1.03
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 Mar 21₹10,000
31 Mar 22₹13,553
31 Mar 23₹16,550
31 Mar 24₹27,030
31 Mar 25₹29,212
31 Mar 26₹28,800

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 ₹584,107.
Net Profit of ₹284,107
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 13 Apr 26

DurationReturns
1 Month 5.5%
3 Month -0.3%
6 Month -2.3%
1 Year 11.1%
3 Year 23.2%
5 Year 26.3%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 6.7%
2023 27.4%
2022 44.6%
2021 28.8%
2020 50.1%
2019 3.6%
2018 2.6%
2017 -14%
2016 40.8%
2015 2%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 178.83 Yr.
Sharmila D’mello30 Jun 223.76 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Industrials47.14%
Financial Services10.2%
Basic Materials10.04%
Utility9.84%
Real Estate9.04%
Energy6.55%
Consumer Cyclical2.19%
Communication Services0.09%
Asset Allocation
Asset ClassValue
Cash4.96%
Equity95.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
9%₹655 Cr1,661,985
↑ 270,536
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
7%₹528 Cr1,505,704
↑ 100,000
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY
5%₹374 Cr2,636,802
↑ 603,969
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
5%₹346 Cr9,326,448
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387
3%₹226 Cr98,292
↑ 33,738
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Nov 25 | 532929
3%₹219 Cr3,363,877
↑ 462,828
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jan 16 | CONCOR
3%₹219 Cr5,142,440
↑ 2,109,364
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
3%₹212 Cr2,005,608
↑ 73,641
AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG
3%₹209 Cr574,561
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹192 Cr1,429,725
↓ -100,000

4. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Research Highlights for Invesco India PSU Equity Fund

  • Bottom quartile AUM (₹1,511 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 25.80% (bottom quartile).
  • 3Y return: 29.24% (lower mid).
  • 1Y return: 17.11% (lower mid).
  • Alpha: -6.26 (bottom quartile).
  • Sharpe: 1.47 (lower mid).
  • Information ratio: -0.78 (bottom quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding State Bank of India (~8.6%).

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (13 Apr 26) ₹66.04 ↓ -0.02   (-0.03 %)
Net Assets (Cr) ₹1,511 on 28 Feb 26
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 1.47
Information Ratio -0.78
Alpha Ratio -6.26
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 Mar 21₹10,000
31 Mar 22₹12,277
31 Mar 23₹13,931
31 Mar 24₹25,544
31 Mar 25₹26,724
31 Mar 26₹27,849

Invesco India PSU 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Invesco India PSU 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 13 Apr 26

DurationReturns
1 Month 2.2%
3 Month -0.7%
6 Month 2.5%
1 Year 17.1%
3 Year 29.2%
5 Year 25.8%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 10.3%
2023 25.6%
2022 54.5%
2021 20.5%
2020 31.1%
2019 6.1%
2018 10.1%
2017 -16.9%
2016 24.3%
2015 17.9%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Hiten Jain1 Jul 250.75 Yr.
Sagar Gandhi1 Jul 250.75 Yr.

Data below for Invesco India PSU Equity Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services30.35%
Industrials28.06%
Utility19.53%
Energy13.58%
Basic Materials3.6%
Consumer Cyclical1.41%
Asset Allocation
Asset ClassValue
Cash3.47%
Equity96.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
9%₹115 Cr1,171,232
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
7%₹98 Cr1,157,444
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
7%₹91 Cr261,137
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
6%₹86 Cr3,076,024
↑ 359,015
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
6%₹83 Cr2,078,629
↓ -237,890
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555
5%₹67 Cr1,801,543
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 532134
5%₹65 Cr2,611,219
↑ 133,663
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN
5%₹63 Cr6,852,914
↓ -2,276,906
REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532955
4%₹52 Cr1,703,577
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500312
4%₹52 Cr1,821,612

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 (₹5,460 Cr).
  • Oldest track record among peers (21 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 24.49% (bottom quartile).
  • 3Y return: 25.71% (bottom quartile).
  • 1Y return: 16.76% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 1.34 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding NTPC Ltd (~5.3%).

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 (13 Apr 26) ₹325.057 ↑ 0.75   (0.23 %)
Net Assets (Cr) ₹5,460 on 28 Feb 26
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.89
Sharpe Ratio 1.34
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 Mar 21₹10,000
31 Mar 22₹12,881
31 Mar 23₹14,524
31 Mar 24₹23,943
31 Mar 25₹25,743
31 Mar 26₹26,892

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 ₹556,833.
Net Profit of ₹256,833
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 13 Apr 26

DurationReturns
1 Month 6%
3 Month 5.3%
6 Month 3.5%
1 Year 16.8%
3 Year 25.7%
5 Year 24.5%
10 Year
15 Year
Since launch 17.3%
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 1015.79 Yr.

Data below for DSP India T.I.G.E.R Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Industrials27.68%
Basic Materials13.33%
Financial Services13%
Utility11.64%
Consumer Cyclical8.63%
Energy7.37%
Health Care6.56%
Communication Services3.04%
Real Estate1.51%
Technology1.43%
Consumer Defensive0.96%
Asset Allocation
Asset ClassValue
Cash4.85%
Equity95.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹262 Cr7,063,207
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP
4%₹224 Cr301,630
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹206 Cr588,665
↓ -89,980
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX
3%₹163 Cr680,825
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
3%₹151 Cr849,969
↑ 37,224
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER
3%₹144 Cr219,234
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | 532898
3%₹139 Cr4,694,365
↓ -873,209
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
2%₹122 Cr2,705,180
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Mar 24 | 500312
2%₹119 Cr4,196,344
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
2%₹111 Cr834,973
↓ -195,952

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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