DSP Equity Opportunities Fund – Direct Growth

Equity · Large & Mid Cap
 · ★★★
100
Min SIP
100
Min Lumpsum
0.75 %
Expense Ratio
★★★
Rating
10,625
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 44.5% 21.4% 21.1% 17.5%
Category Average 45% 21.9% 21.2% -

Scheme Allocation

By Holding
By Sector
By Asset
6.61%
4.64%
2.99%
Others
79.02%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 6.61%
HDFC Bank Banks Equity 4.64%
St Bk of India Banks Equity 3.4%
Power Fin.Corpn. Finance Equity 3.34%
Axis Bank Banks Equity 2.99%
H P C L Refineries Equity 2.79%
M & M Automobile Equity 2.48%
Coforge IT - Software Equity 2.2%
Tata Motors Automobile Equity 2.19%
REC Ltd Finance Equity 2.11%
NTPC Power Generation & Distribution Equity 1.94%
HCL Technologies IT - Software Equity 1.85%
Hind. Unilever FMCG Equity 1.8%
Phoenix Mills Realty Equity 1.76%
Samvardh. Mothe. Auto Ancillaries Equity 1.73%
Bharat Forge Castings, Forgings & Fastners Equity 1.73%
Alkem Lab Pharmaceuticals Equity 1.71%
Ipca Labs. Pharmaceuticals Equity 1.54%
Sun Pharma.Inds. Pharmaceuticals Equity 1.53%
Infosys IT - Software Equity 1.46%
GAIL (India) Gas Distribution Equity 1.45%
Exide Inds. Auto Ancillaries Equity 1.41%
Bajaj Finance Finance Equity 1.39%
Shriram Finance Finance Equity 1.37%
Gujarat Fluoroch Chemicals Equity 1.35%
LIC Housing Fin. Finance Equity 1.35%
Hindalco Inds. Non Ferrous Metals Equity 1.29%
Dalmia BharatLtd Cement Equity 1.27%
Max Financial Finance Equity 1.26%
APL Apollo Tubes Steel Equity 1.25%
Container Corpn. Logistics Equity 1.25%
Emami FMCG Equity 1.23%
Bharat Electron Aerospace & Defence Equity 1.23%
Bharti Airtel Telecomm-Service Equity 1.21%
Coromandel Inter Fertilizers Equity 1.2%
Uno Minda Auto Ancillaries Equity 1.2%
ACC Cement Equity 1.16%
Tech Mahindra IT - Software Equity 1.11%
Petronet LNG Gas Distribution Equity 1.05%
B P C L Refineries Equity 1.04%
IIFL Finance Finance Equity 1.01%
Federal Bank Banks Equity 1%
SBI Life Insuran Insurance Equity 0.99%
UltraTech Cem. Cement Equity 0.98%
Suven Pharma Pharmaceuticals Equity 0.97%
SBI Cards Finance Equity 0.96%
AU Small Finance Banks Equity 0.95%
Lupin Pharmaceuticals Equity 0.93%
Hatsun Agro FMCG Equity 0.87%
Jindal Steel Steel Equity 0.82%
Cipla Pharmaceuticals Equity 0.8%
K E C Intl. Capital Goods - Electrical Equipment Equity 0.76%
Crompton Gr. Con Consumer Durables Equity 0.76%
Ahluwalia Contr. Realty Equity 0.75%
Century Plyboard Plywood Boards/Laminates Equity 0.73%
Indraprastha Gas Gas Distribution Equity 0.73%
Tata Chemicals Chemicals Equity 0.69%
Godrej Industrie Chemicals Equity 0.69%
Guj.St.Petronet Gas Distribution Equity 0.67%
Kotak Mah. Bank Banks Equity 0.63%
Polycab India Cables Equity 0.63%
KNR Construct. Construction Equity 0.62%
Dr Reddy's Labs Pharmaceuticals Equity 0.61%
Pfizer Pharmaceuticals Equity 0.57%
Indian Renewable Finance Equity 0.46%
Whirlpool India Consumer Durables Equity 0.45%
Atul Chemicals Equity 0.45%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.44%
Gujarat Gas Gas Distribution Equity 0.4%
G R Infraproject Infrastructure Developers & Operators Equity 0.34%
Schaeffler India Bearings Equity 0.25%
Escorts Kubota Automobile Equity 0.16%
Bharti Airtel PP Telecomm-Service Equity 0.14%
Bayer Crop Sci. Agro Chemicals Equity 0.14%
City Online Ser. Miscellaneous Equity 0%
Banks
20.22%
Finance
11.99%
Pharmaceuticals & Biotech
8.66%
IT-Software
6.62%
Automobiles
4.67%
Others
47.84%
View all Sectors
Sectors Asset
Banks 20.22%
Finance 11.99%
Pharmaceuticals & Biotech 8.66%
IT-Software 6.62%
Automobiles 4.67%
Auto Components 4.59%
Gas 4.3%
Petroleum Products 3.83%
Industrial Products 3.61%
Cement & Cement Products 3.41%
Debt 2.58%
Chemicals & Petrochemical 2.49%
Insurance 2.25%
Consumer Durables 1.94%
Power 1.94%
Diversified FMCG 1.8%
Realty 1.76%
Construction 1.71%
Telecom-Services 1.35%
Fertilisers & Agrochemica 1.34%
Non-Ferrous Metals 1.29%
Transport Services 1.25%
Personal Products 1.23%
Aerospace & Defense 1.23%
Food Products 0.87%
Ferrous Metals 0.82%
Electrical Equipments 0.76%
Diversified 0.69%
Textiles & Apparels 0.44%
Cash & Others 0.2%
Agricultural, Commercial 0.16%
Equity
97.22%
Reverse Repos
2.58%
Cash & Cash Equivalents
0.39%
Net Curr Ass/Net Receivables
-0.19%

Advance Ratio

-0
Alpha
3.89
SD
0.91
Beta
1.15
Sharpe

Exit Load

Exit Load Holding period from date of allotment: < 12 months - 1% >=12 months - NIL.

Fund Objective

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

Fund Managers

Rohit Singhania - Fund Manager

Mr Rohit Singhania is the fund manager for all the top-performing funds like DSP India TIGER, Opportunities and Tax Saver Fund in the portfolio, respectively. He has explored different sectors like Auto, Ancillaries, Metals, Infrastructure, Sugar, and Hotels with the DSP team. He has worked with HDFC securities before starting his role at the DSP office. He has experience in portfolio management, analysis of accounts, and advisory service to institutional clients.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

DSP Mutual Fund
AUM:
1,36,061 Cr
Address:
Mafatlal Centre, 10th Floor, Nariman Point, Mumbai 400 021.
Contact:
022-66578000
Email ID:
service@dspim.com

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Frequently Asked Questions

How to invest in DSP Equity Opportunities Fund – Direct Growth ?

You can invest in DSP Equity Opportunities Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for DSP Equity Opportunities Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of DSP Equity Opportunities Fund – Direct Growth ?

The NAV of DSP Equity Opportunities Fund – Direct Growth is ₹565.7 as of 01 March 2024.

How to redeem DSP Equity Opportunities Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of DSP Equity Opportunities Fund – Direct Growth?

The minimum SIP amount of DSP Equity Opportunities Fund – Direct Growth is ₹100

What are the top sectors DSP Equity Opportunities Fund – Direct Growth has invested in?

The top sectors DSP Equity Opportunities Fund – Direct Growth has invested in are
  1. Banks - 20.22%
  2. Finance - 11.99%
  3. Pharmaceuticals & Biotech - 8.66%
  4. IT-Software - 6.62%
  5. Automobiles - 4.67%

Can I make investments in both the SIP and Lump Sum schemes of DSP Equity Opportunities Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of DSP Equity Opportunities Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have DSP Equity Opportunities Fund – Direct Growth generated ?

The DSP Equity Opportunities Fund – Direct Growth has delivered 17.5% since inception

What is the expense ratio of DSP Equity Opportunities Fund – Direct Growth ?

The expense ratio of DSP Equity Opportunities Fund – Direct Growth is 0.75 % as of 01 March 2024.

What is the AUM of DSP Equity Opportunities Fund – Direct Growth?

The AUM of DSP Equity Opportunities Fund – Direct Growth is ₹1,36,061 Cr as of 01 March 2024

What are the top stock holdings of DSP Equity Opportunities Fund – Direct Growth?

The top stock holdings of DSP Equity Opportunities Fund – Direct Growth are
  1. ICICI Bank - 6.61%
  2. HDFC Bank - 4.64%
  3. St Bk of India - 3.4%
  4. Power Fin.Corpn. - 3.34%
  5. Axis Bank - 2.99%

How can I redeem my investments in DSP Equity Opportunities Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select DSP Equity Opportunities Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now