Morningstar® Fund Report™

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DSP India T.I.G.E.R. Fund - Regular Plan - Growth
 
Morningstar Rating™ (Relative to Category)30/04/2024
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage3 star
10-YearAbove AverageAbove Average3 star
OverallAbove AverageAbove Average3 star
 
Category:  Equity - InfrastructureClick here to see our Methodology
Volatility Measurements30/04/2024
 
Volatility14.82 %
3-Yr Mean Return39.85 %
 
Sharpe Ratio1.94
 
Modern Portfolio Statistics-
 Standard IndexBest Fit Index
 S&P BSE 500 India TR INR
R-Squared73.67-
3-Yr Beta0.96-
3-Yr Alpha14.97-
 
Return/Risk Analysis30/04/2024
Risk Measurement1 Year3 Years5 Years
Standard Deviation15.2714.8222.61
 
 
Sharpe Ratio3.411.940.97
Sortino Ratio---
 
 
Positive Months112641
Negative Months11019
Worst Month-4.31-5.56-28.89