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

We don't give personal investment advice. DSP India T.I.G.E.R. Fund - Direct Plan - IDCW is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 31.9%. 5-year CAGR: 13.88%.

DSP

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

Latest NAV

₹56.4770

As of

3 Jun 2026

3,301 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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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	+0.05%	+0.27%	-0.22	159 / 249	Q3
1W	-1.20%	-1.33%	+0.13	92 / 249	Q2
2W	+1.04%	-0.44%	+1.47	84 / 251	Q2
1M	+0.74%	-0.98%	+1.71	89 / 251	Q2
3M	+8.50%	+0.91%	+7.60	39 / 249	Q1
6M	+2.67%	-3.35%	+6.02	65 / 241	Q2
YTD	+2.85%	-3.40%	+6.25	63 / 241	Q2
1Y	+5.50%	+2.11%	+3.39	71 / 225	Q2
2Y	-3.61%	+1.79%	-5.39	144 / 181	Q4
3Y	+16.90%	+12.30%	+4.60	46 / 142	Q2
4Y	+16.62%	+11.74%	+4.87	41 / 122	Q2
5Y	+13.88%	+8.93%	+4.95	34 / 111	Q2
7Y	+10.24%	+13.08%	-2.84	65 / 92	Q3
10Y	+8.83%	+12.03%	-3.19	60 / 77	Q4
Inception	+9.32%	+8.52%	+0.80	135 / 251	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
2026 YTD	+2.85%	-2.64%	+5.49	62 / 237
2025	-10.17%	+1.49%	-11.66	192 / 204
2024	+21.97%	+20.10%	+1.88	60 / 158
2023	+38.00%	+30.21%	+7.79	36 / 131
2022	+3.05%	+1.48%	+1.57	58 / 119
2021	+37.02%	+31.54%	+5.48	37 / 106
2020	-8.59%	+19.90%	-28.48	92 / 95
2019	-5.39%	+6.43%	-11.82	83 / 87
2018	-25.09%	-9.17%	-15.92	72 / 78
2017	+47.43%	+32.45%	+14.98	13 / 77
2016	+3.64%	+2.96%	+0.68	31 / 77

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

+14.78%

152 windows

min -43.4% · max 91.0%

61% positive

3-Year rolling

+10.55%

127 windows

min -21.6% · max 30.5%

83% positive

5-Year rolling

+8.35%

103 windows

min -10.5% · max 24.0%

81% positive

7-Year rolling

+6.63%

79 windows

min 1.0% · max 11.4%

100% positive

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

21.81%

3-year · annualised

Sharpe ratio

0.53

vs risk-free 6.5%

Sortino ratio

0.83

Downside-only deviation

Max drawdown

-31.86%

Oct 2024 → Mar 2025

% positive months

69.4%

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.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - IDCW Option - Direct Plan	HDFC	₹15.9390	3 Jun 2026
NIPPON INDIA - JAPAN EQUITY FUND - DIRECT Plan - IDCW Option	Nippon India	₹31.2458	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option	SBI	₹11.7560	3 Jun 2026
ICICI Prudential Banking and Financial Services Fund - Direct Plan - IDCW	ICICI Prudential	₹64.9400	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - IDCW	Invesco	₹13.3100	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - IDCW	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - IDCW Option - Direct Plan	Quant	₹20.2732	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - DIRECT - IDCW	Aditya Birla Sun Life	₹29.4200	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-IDCW	Motilal Oswal	₹13.3281	3 Jun 2026
Franklin India Multi-Factor Fund- Direct- IDCW	Franklin India	₹9.3581	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹56.4770
2 Jun 2026	₹56.4290
1 Jun 2026	₹56.4030
29 May 2026	₹57.0020
27 May 2026	₹57.3760
26 May 2026	₹57.1150
25 May 2026	₹57.2820
22 May 2026	₹56.7590
21 May 2026	₹56.7790
20 May 2026	₹56.2910

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.

As of 03 Jun 2026, the NAV of DSP India T.I.G.E.R. Fund - Direct Plan - IDCW is ₹56.4770. It's a Sectoral/Thematic Fund from DSP, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

DSP India T.I.G.E.R. Fund - Direct Plan - IDCW has NAV history starting from 03 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

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

Over the trailing 1-year window, DSP India T.I.G.E.R. Fund - Direct Plan - IDCW has delivered a absolute return of 5.50% — +3.39 pp ahead of the Sectoral/Thematic Fund category average of 2.11%. The fund ranks #71 of 225 in its category — the second (Q2) quartile.

Over the trailing 3-year window, DSP India T.I.G.E.R. Fund - Direct Plan - IDCW has delivered a CAGR of 16.90% — +4.6 pp ahead of the Sectoral/Thematic Fund category average of 12.30%. The fund ranks #46 of 142 in its category — the second (Q2) quartile.

Over the trailing 5-year window, DSP India T.I.G.E.R. Fund - Direct Plan - IDCW has delivered a CAGR of 13.88% — +4.95 pp ahead of the Sectoral/Thematic Fund category average of 8.93%. The fund ranks #34 of 111 in its category — the second (Q2) quartile.

₹1 lakh invested in DSP India T.I.G.E.R. Fund - Direct Plan - IDCW exactly 10 years ago would be worth approximately ₹233,158 today — a multiplier of 2.33×, based on the 10-year CAGR of 8.83%. The category average over the same window would have grown ₹1 lakh to ₹311,351.

A ₹10,000 monthly SIP in DSP India T.I.G.E.R. Fund - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹808,702 today. That's an XIRR (money-weighted annualised return) of 11.88%.

A ₹10,000 monthly SIP for 10 years in DSP India T.I.G.E.R. Fund - Direct Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹2,077,010 (multiplier 1.73×). XIRR: 10.57%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, DSP India T.I.G.E.R. Fund - Direct Plan - IDCW ranks #34 out of 111 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 8.93%; this fund delivered 13.88%.

The worst peak-to-trough decline DSP India T.I.G.E.R. Fund - Direct Plan - IDCW has experienced over the last 5-year window is 31.86% — its NAV fell from a high on 01 Oct 2024 to a low on 03 Mar 2025. 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 India T.I.G.E.R. Fund - Direct Plan - IDCW averaged 8.35% (best 24.01%, worst -10.50%). 81% of rolling windows ended positive. The 5-year Sharpe ratio is 0.43 — weak risk-adjusted performance.

In calendar year 2025, DSP India T.I.G.E.R. Fund - Direct Plan - IDCW returned -10.17% — lagging the Sectoral/Thematic Fund category average of 1.49% by 11.66 pp. It ranked #192 of 204 in its category that year.

DSP India T.I.G.E.R. Fund - Direct Plan - IDCW is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

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

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 31.9%. 5-year CAGR: 13.88%.

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