Compare Mutual Funds

Insights from Fund Comparison

• Both DSP India T.I.G.E.R. Fund (G) and Kotak Consumption Fund - Regular (IDCW) are Sectoral / Thematic, Equity schemes. DSP India T.I.G.E.R. Fund (G) is 21 yrs 11 m old and manages ₹5,459.77 Crs, whereas Kotak Consumption Fund - Regular (IDCW) is 2 yrs 5 m old with ₹1,709.11 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 (11.74%), Power Generation & Distribution (9.70%), and Capital Goods-Non Electrical Equipment (6.94%), while Kotak Consumption Fund - Regular (IDCW) focuses on Automobile (19.25%), FMCG (11.98%), and E-Commerce/App based Aggregator (9.23%).
• 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 Larsen & Toubro Limited (5.32%), NTPC Limited (4.94%), Apollo Hospitals Enterprise Limited (4.32%), Amber Enterprises India Limited (3.20%), and Multi Commodity Exchange of India Limited (3.05%), whereas Kotak Consumption Fund - Regular (IDCW) holds Maruti Suzuki India Limited (8.07%), ITC Ltd. (7.82%), BHARTI AIRTEL LTD. (6.82%), ETERNAL LIMITED (5.74%), and Hero MotoCorp Ltd. (5.46%).
• 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 95.24% equity and 0.00% debt, while Kotak Consumption Fund - Regular (IDCW) has 99.55% equity and 0.00% debt.
• Kotak Consumption Fund - Regular (IDCW) 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) outperformed Kotak Consumption Fund - Regular (IDCW) in 3 Months, 6 Months, 1 Year (returns: -4.76%, -2.60%, 6.46% ) but underperformed in 3 Years, 5 Years (returns: 23.52%, 22.07%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.