Compare Mutual Funds

Insights from Fund Comparison

• Both DSP India T.I.G.E.R. Fund (G) and ICICI Pru Equity Minimum Variance Fund-Reg (G) are Sectoral / Thematic, Equity schemes. DSP India T.I.G.E.R. Fund (G) is 21 yrs 11 m old and manages ₹4,979.31 Crs, whereas ICICI Pru Equity Minimum Variance Fund-Reg (G) is 1 yrs 4 m old with ₹2,919.84 Crs.
• DSP India T.I.G.E.R. Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• DSP India T.I.G.E.R. Fund (G) has its top 3 sectors in Infrastructure Developers & Operators (10.70%), Power Generation & Distribution (9.70%), and Capital Goods-Non Electrical Equipment (6.65%), while ICICI Pru Equity Minimum Variance Fund-Reg (G) focuses on Banks (24.67%), IT - Software (10.79%), and Automobile (8.68%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• DSP India T.I.G.E.R. Fund (G) holds NTPC Limited (5.26%), TREPS / Reverse Repo Investments (4.87%), Apollo Hospitals Enterprise Limited (4.49%), Larsen & Toubro Limited (4.14%), and Multi Commodity Exchange of India Limited (3.27%), whereas ICICI Pru Equity Minimum Variance Fund-Reg (G) holds HDFC Bank Ltd. (8.59%), ICICI Bank Ltd. (8.26%), Bajaj Auto Ltd. (5.49%), Axis Bank Ltd. (4.75%), and HDFC Life Insurance Company Ltd. (4.39%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, DSP India T.I.G.E.R. Fund (G) has 93.11% equity and 0.00% debt, while ICICI Pru Equity Minimum Variance Fund-Reg (G) has 96.59% equity and 0.00% debt.
• ICICI Pru Equity Minimum Variance Fund-Reg (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• DSP India T.I.G.E.R. Fund (G) showed short-term strength over 3 Months, 6 Months (returns: 5.35%, 3.47%), outperforming ICICI Pru Equity Minimum Variance Fund-Reg (G) by 11.63%, 6.85%. However, other periods (1 Year, 3 Years, 5 Years, returns: 16.76%, 25.71%, 24.49% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.