Morningstar® Fund Report™

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Analyst Research
Performance
Risk and Rating
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DSP India T.I.G.E.R. Fund Regular Plan Payout of Income Distribution cum capital Wdrl Opt
 
Morningstar Rating™ (Relative to Category)30/04/2024
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average3 star
10-YearAverageAbove Average3 star
OverallAverageAbove Average3 star
 
Category:  Equity - InfrastructureClick here to see our Methodology
Volatility Measurements30/04/2024
 
Volatility16.00 %
3-Yr Mean Return35.39 %
 
Sharpe Ratio1.59
 
Modern Portfolio Statistics-
 Standard IndexBest Fit Index
 S&P BSE 500 India TR INR
R-Squared65.58-
3-Yr Beta0.98-
3-Yr Alpha11.37-
 
Return/Risk Analysis30/04/2024
Risk Measurement1 Year3 Years5 Years
Standard Deviation18.7816.0023.14
 
 
Sharpe Ratio2.341.590.85
Sortino Ratio---
 
 
Positive Months102540
Negative Months21120
Worst Month-6.21-6.73-28.89