This Infrastructure Sector Fund Has Given Close To 50% SIP Returns, SIP Starts At Rs 500

Informed investors who explore infrastructure funds are often individuals who have some knowledge of the sector or who have previously invested in a variety of market-cap orientated funds and are looking to complement or supplement their primary portfolio with sectoral funds. This sectoral fund that invests in infrastructure has performed good in short-term investment between 1-2 years and also given good returns of almost 50% on 5-year SIP.

DSP India T.I.G.E.R. Fund - Direct Plan-Growth

It is an open-ended equity mutual fund, launched on 01 January 2013 by the DSP Mutual Fund. The fund's Direct Plan-Growth has Rs 1,387.07 Crores worth of assets under management as of 28 February 2022, and the latest declared NAV of Rs 144.406 as of 14 March 2022. The fund's expense ratio is 1.57%, which is higher than its category average returns. The fund is managed by Rohit Singhania, Jay Kothari, Charanjit Singh. The fund could potentially beat inflation in the long run. The minimum investment for lump sum payment is Rs 500 and for SIP is Rs 500. The fund has no lock-in period.

Returns

Absolute and Annualised Returns

Tenure	Absolute Returns	Annualised Returns	Category Avg
1 Year	23.82%	23.67%	15.88%
2 Year	85.68%	36.21%	33.45%
3 Year	55.59%	15.86%	17.16%
5 Year	75.45%	11.89%	13.55%
Since Inception	208.75%	13.03%	15.14%

SIP Returns

Tenure	Absolute Returns	Annualised Returns
1 Year	4.49%	8.44%
2 Year	41.20%	37.22%
3 Year	45.98%	26.21%
5 Year	49.82%	16.18%

Source - Money Control

Portfolio

The fund invests 96.99 percent of its assets in Indian stocks, with large-cap stocks accounting for 33.54 percent, mid-cap stocks for 20.34 percent, and small-cap stocks accounting for 34.76 percent. The direct - Growth scheme of the fund has allocated its funds majorly in Cash Equivalent,  Basic Material, Utilities, Cyclical, Industrial, Energy, Communication, Financial Services sectors. Its top holdings are Larsen & Toubro Ltd, Reliance Industries Ltd, Ultra Tech Cement Ltd, Siemens Ltd, ACC Ltd.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.