Compare Mutual Funds

Insights from Fund Comparison

• Both DSP India T.I.G.E.R. Fund (IDCW) and Nippon India US Equity Opportunities Fund (IDCW) are Sectoral / Thematic, Equity schemes. DSP India T.I.G.E.R. Fund (IDCW) is 21 yrs 11 m old and manages ₹5,459.77 Crs, whereas Nippon India US Equity Opportunities Fund (IDCW) is 10 yrs 9 m old with ₹703.22 Crs.
• DSP India T.I.G.E.R. Fund (IDCW) is therefore older and larger, which may indicate more experience and investor confidence.
• DSP India T.I.G.E.R. Fund (IDCW) 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 Nippon India US Equity Opportunities Fund (IDCW) focuses on Interactive Media & Services (14.77%), Semiconductors (11.57%), and Transaction & Payment Processing Services (8.90%).
• 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 (IDCW) 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 Nippon India US Equity Opportunities Fund (IDCW) holds Taiwan Semiconductor Sp ADR (9.54%), Alphabet Inc A (8.06%), Meta Platforms Registered Shares A (6.71%), Amazon Com Inc (6.37%), and Charles Schwab Corp (5.37%).
• 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 (IDCW) has 95.24% equity and 0.00% debt, while Nippon India US Equity Opportunities Fund (IDCW) has 0.00% equity and 0.00% debt.
• DSP India T.I.G.E.R. Fund (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 (IDCW) outperformed Nippon India US Equity Opportunities Fund (IDCW) in 3 Years (returns: 23.47% ) but underperformed in 3 Months, 6 Months, 1 Year, 5 Years (returns: -3.85%, -2.46%, 10.53%, 22.67%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.