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 - Dividend 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: 51.5%. 5-year CAGR: 0.41%.

DSP BlackRock

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

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	+1.22%	-11.79%	+13.02	4 / 57	Q1
1W	+2.84%	-11.61%	+14.45	7 / 54	Q1
2W	+3.26%	-11.22%	+14.48	12 / 54	Q1
1M	+8.71%	-9.19%	+17.90	6 / 54	Q1
3M	+1.72%	-5.07%	+6.79	28 / 52	Q3
6M	+3.04%	+1.88%	+1.16	30 / 53	Q3
YTD	-5.55%	-1.37%	-4.18	38 / 54	Q3
1Y	+22.35%	+8.01%	+14.34	18 / 52	Q2
2Y	+1.48%	-3.93%	+5.40	22 / 40	Q3
3Y	+0.09%	-0.61%	+0.70	23 / 28	Q4
4Y	+10.34%	+7.84%	+2.49	6 / 18	Q2
5Y	+0.41%	+12.24%	-11.82	14 / 16	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	-1.70%	-6.62%	+4.91	37 / 52	Q3

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
2013 YTD	-5.55%	-2.06%	-3.49	12 / 16
2012	+37.50%	+28.53%	+8.97	7 / 21
2011	-32.35%	-27.09%	-5.27	19 / 22
2010	+14.31%	-8.68%	+23.00	13 / 42
2009	+73.20%	+72.50%	+0.70	23 / 44
2008	-58.20%	-49.57%	-8.63	22 / 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

+4.31%

59 windows

min -59.2% · max 96.8%

54% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+4.23%

34 windows

min -5.5% · max 23.5%

71% positive

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

5-Year rolling

-2.12%

10 windows

min -5.1% · max 1.8%

20% positive

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

7-Year rolling

—

Insufficient history

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

19.45%

3-year · annualised

Sharpe ratio

-0.23

vs risk-free 6.5%

Sortino ratio

-0.36

Downside-only deviation

Max drawdown

-38.35%

Nov 2010 → Dec 2011

% positive months

47.2%

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
16 May 2013	₹9.1100
15 May 2013	₹9.0000
14 May 2013	₹8.8000
13 May 2013	₹8.7660
10 May 2013	₹8.8980
9 May 2013	₹8.8580
8 May 2013	₹8.8740
7 May 2013	₹8.8800
6 May 2013	₹8.7980
3 May 2013	₹8.7640

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 - Dividend 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 - Dividend has NAV history starting from 07 Aug 2007, a track record of about 18 years 10 months. 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 - Dividend 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 - Dividend has delivered a absolute return of 22.35% — +14.34 pp ahead of the Growth category average of 8.01%. The fund ranks #18 of 52 in its category — the second (Q2) quartile.

Over the trailing 3-year window, DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Dividend has delivered a CAGR of 0.09% — +0.7 pp ahead of the Growth category average of -0.61%. The fund ranks #23 of 28 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Dividend has delivered a CAGR of 0.41% — -11.82 pp behind the Growth category average of 12.24%. The fund ranks #14 of 16 in its category — the bottom (Q4) quartile.

₹1 lakh invested in DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Dividend exactly 5 years ago would be worth approximately ₹102,084 today — a multiplier of 1.02×, based on the 5-year CAGR of 0.41%. 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 - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹694,847 today. That's an XIRR (money-weighted annualised return) of 5.81%.

DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Dividend doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹694,847 — XIRR 5.81%.

On a 5-year basis, DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Dividend ranks #14 out of 16 funds in the Growth category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.24%; this fund delivered 0.41%.

The worst peak-to-trough decline DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Dividend has experienced over the last 5-year window is 51.49% — its NAV fell from a high on 16 May 2008 to a low on 27 Oct 2008. 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 - Dividend averaged -2.12% (best 1.76%, worst -5.13%). 20% of rolling windows ended positive. The 5-year Sharpe ratio is -0.07 — negative risk-adjusted performance.

In calendar year 2012, DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Dividend returned 37.50% — beating the Growth category average of 28.53% by 8.97 pp. It ranked #7 of 21 in its category that year.

DSP BlackRock India T.I.G.E.R. Fund - Institutional Plan - Dividend 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 - Dividend 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: 51.5%. 5-year CAGR: 0.41%.

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