Should I invest in DSP BlackRock India T.I.G.E.R. Fund?

We don't give personal investment advice. DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 39.2%. 5-year CAGR: 10.30%.

DSP BlackRock

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

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.55%	-11.79%	+11.25	38 / 57	Q3
1W	+3.64%	-11.61%	+15.25	5 / 54	Q1
2W	+4.38%	-11.22%	+15.59	10 / 54	Q1
1M	+4.47%	-9.19%	+13.67	14 / 54	Q2
3M	+36.58%	-5.07%	+41.65	3 / 52	Q1
6M	+50.31%	+1.88%	+48.43	6 / 53	Q1
YTD	+46.97%	-1.37%	+48.33	6 / 54	Q1
1Y	+59.01%	+8.01%	+51.00	4 / 52	Q1
2Y	+24.77%	-3.93%	+28.70	7 / 40	Q1
3Y	+12.23%	-0.61%	+12.83	6 / 28	Q1
4Y	+7.77%	+7.84%	-0.07	11 / 18	Q3
5Y	+10.30%	+12.24%	-1.94	10 / 16	Q3
7Y	+7.47%	+9.45%	-1.98	10 / 12	Q4
10Y	—	—	—	—	—
Inception	+8.71%	-6.62%	+15.32	13 / 52	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2014 YTD	+46.97%	+29.56%	+17.41	2 / 12
2013	-9.87%	-2.06%	-7.82	14 / 16
2012	+37.49%	+28.53%	+8.97	8 / 21
2011	-32.35%	-27.09%	-5.26	18 / 22
2010	+14.61%	-8.68%	+23.29	12 / 42
2009	+73.22%	+72.50%	+0.72	22 / 44
2008	-58.20%	-49.57%	-8.62	21 / 25
2007	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+4.92%

74 windows

min -59.3% · max 93.2%

46% positive

3-Year rolling

+2.88%

50 windows

min -11.6% · max 22.2%

62% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+3.66%

26 windows

min -4.2% · max 13.2%

62% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+7.47%

1 window

min 7.5% · max 7.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

29.55%

3-year · annualised

Sharpe ratio

0.31

vs risk-free 6.5%

Sortino ratio

0.63

Downside-only deviation

Max drawdown

-31.17%

Jan 2013 → Aug 2013

% positive months

50.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
3 Jul 2014	₹18.0270
2 Jul 2014	₹18.1260
1 Jul 2014	₹17.8470
30 Jun 2014	₹17.7500
27 Jun 2014	₹17.3710
26 Jun 2014	₹17.3940
25 Jun 2014	₹17.5690
24 Jun 2014	₹17.5230
23 Jun 2014	₹17.2050
20 Jun 2014	₹17.1330

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth is a Growth from DSP BlackRock (Institutional plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth has NAV history starting from 11 Jun 2007, a track record of about 19 years. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth is managed by DSP BlackRock. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth has delivered a absolute return of 59.01% — +51 pp ahead of the Growth category average of 8.01%. The fund ranks #4 of 52 in its category — the top (Q1) quartile.

Over the trailing 3-year window, DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth has delivered a CAGR of 12.23% — +12.83 pp ahead of the Growth category average of -0.61%. The fund ranks #6 of 28 in its category — the top (Q1) quartile.

Over the trailing 5-year window, DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth has delivered a CAGR of 10.30% — -1.94 pp behind the Growth category average of 12.24%. The fund ranks #10 of 16 in its category — the third (Q3) quartile.

₹1 lakh invested in DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth exactly 5 years ago would be worth approximately ₹163,258 today — a multiplier of 1.63×, based on the 5-year CAGR of 10.30%. The category average over the same window would have grown ₹1 lakh to ₹178,092.

A ₹10,000 monthly SIP in DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹889,406 today. That's an XIRR (money-weighted annualised return) of 15.74%.

DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,327,781 — XIRR 12.85%.

On a 5-year basis, DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth ranks #10 out of 16 funds in the Growth category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 12.24%; this fund delivered 10.30%.

The worst peak-to-trough decline DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth has experienced over the last 5-year window is 39.25% — its NAV fell from a high on 09 Nov 2010 to a low on 28 Aug 2013. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth averaged 3.66% (best 13.18%, worst -4.23%). 62% of rolling windows ended positive. The 5-year Sharpe ratio is 0.25 — weak risk-adjusted performance.

In calendar year 2013, DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth returned -9.87% — lagging the Growth category average of -2.06% by 7.82 pp. It ranked #14 of 16 in its category that year.

DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 39.2%. 5-year CAGR: 10.30%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.