Compare Mutual Funds

Insights from Fund Comparison

• Both Nippon India Power & Infra Fund (G) and DSP India T.I.G.E.R. Fund - Direct (G) are Sectoral / Thematic, Equity schemes. Nippon India Power & Infra Fund (G) is 22 yrs 0 m old and manages ₹7,127.91 Crs, whereas DSP India T.I.G.E.R. Fund - Direct (G) is 13 yrs 3 m old with ₹5,459.77 Crs.
• Nippon India Power & Infra Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Nippon India Power & Infra Fund (G) has its top 3 sectors in Power Generation & Distribution (21.83%), Capital Goods - Electrical Equipment (10.81%), and Refineries (9.11%), while DSP India T.I.G.E.R. Fund - Direct (G) focuses on Infrastructure Developers & Operators (11.74%), Power Generation & Distribution (9.70%), and Capital Goods-Non Electrical Equipment (6.94%).
• The funds share exposure to Power Generation & Distribution, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Nippon India Power & Infra Fund (G) holds Reliance Industries Limited (9.11%), NTPC Limited (8.30%), Larsen & Toubro Limited (5.94%), Tata Power Company Limited (4.18%), and NTPC Green Energy Limited (2.85%), whereas DSP India T.I.G.E.R. Fund - Direct (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%).
• The funds share exposure to NTPC Limited and Larsen & Toubro Limited, which makes their performance partly correlated. However, the unique holdings like Reliance Industries Limited in Nippon India Power & Infra Fund (G) and Apollo Hospitals Enterprise Limited in DSP India T.I.G.E.R. Fund - Direct (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, Nippon India Power & Infra Fund (G) has 99.23% equity and 0.00% debt, while DSP India T.I.G.E.R. Fund - Direct (G) has 95.24% equity and 0.00% debt.
• Nippon India Power & Infra Fund (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Nippon India Power & Infra Fund (G) showed short-term strength over 3 Months, 6 Months (returns: -6.38%, -4.33%), outperforming DSP India T.I.G.E.R. Fund - Direct (G) by 1.88%, 2.28%. However, other periods (1 Year, 3 Years, 5 Years, returns: 4.15%, 23.61%, 21.87% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.