DSP Equity Opportunities Fund – Direct Growth

Equity · Large & Mid Cap
 · ★★★
100
Min SIP
100
Min Lumpsum
0.85 %
Expense Ratio
★★★
Rating
8,869
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 21 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 18.9% 25.2% 16% 16.5%
Category Average 17.5% 27.6% 16.1% -

Scheme Allocation

By Holding
By Sector
By Asset
6.07%
4.24%
4.02%
2.9%
Others
79.61%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 6.07%
HDFC Bank Banks Equity 4.24%
Axis Bank Banks Equity 4.02%
St Bk of India Banks Equity 3.16%
M & M Automobile Equity 2.9%
Power Fin.Corpn. Finance Equity 2.45%
Hind. Unilever FMCG Equity 2.34%
Phoenix Mills Realty Equity 2.03%
Infosys IT - Software Equity 1.98%
NTPC Power Generation & Distribution Equity 1.93%
Coforge IT - Software Equity 1.9%
Bharat Forge Castings, Forgings & Fastners Equity 1.79%
Alkem Lab Pharmaceuticals Equity 1.75%
HCL Technologies IT - Software Equity 1.74%
Tata Motors Automobile Equity 1.67%
Coromandel Inter Fertilizers Equity 1.6%
Emami FMCG Equity 1.55%
Sun Pharma.Inds. Pharmaceuticals Equity 1.54%
Samvardh. Mothe. Auto Ancillaries Equity 1.49%
H P C L Refineries Equity 1.42%
Exide Inds. Auto Ancillaries Equity 1.4%
Shriram Finance Finance Equity 1.36%
SBI Cards Finance Equity 1.31%
Container Corpn. Logistics Equity 1.31%
Ipca Labs. Pharmaceuticals Equity 1.29%
Jindal Steel Steel Equity 1.28%
K E C Intl. Capital Goods - Electrical Equipment Equity 1.27%
GAIL (India) Gas Distribution Equity 1.25%
Gujarat Fluoroch Chemicals Equity 1.2%
Tech Mahindra IT - Software Equity 1.19%
Federal Bank Banks Equity 1.18%
Maruti Suzuki Automobile Equity 1.18%
APL Apollo Tubes Steel Equity 1.17%
Bajaj Finance Finance Equity 1.16%
UltraTech Cem. Cement Equity 1.14%
Bharat Electron Electronics Equity 1.14%
Dalmia BharatLtd Cement Equity 1.12%
AU Small Finance Banks Equity 1.11%
Uno Minda Auto Ancillaries Equity 1.1%
ACC Cement Equity 1.1%
SBI Life Insuran Insurance Equity 1.09%
Hatsun Agro FMCG Equity 1.09%
Tata Chemicals Chemicals Equity 1.08%
Bharti Airtel Telecomm-Service Equity 1.06%
Max Financial Finance Equity 1.06%
Cipla Pharmaceuticals Equity 1.01%
Lupin Pharmaceuticals Equity 1%
Dr Reddy's Labs Pharmaceuticals Equity 1%
LIC Housing Fin. Finance Equity 0.96%
Indraprastha Gas Gas Distribution Equity 0.95%
IIFL Finance Finance Equity 0.92%
Crompton Gr. Con Consumer Durables Equity 0.9%
Polycab India Cables Equity 0.89%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.87%
Ahluwalia Contr. Realty Equity 0.84%
B P C L Refineries Equity 0.81%
Guj.St.Petronet Gas Distribution Equity 0.78%
Century Plyboard Miscellaneous Equity 0.76%
KNR Construct. Construction Equity 0.74%
Whirlpool India Consumer Durables Equity 0.65%
Kotak Mah. Bank Banks Equity 0.62%
Atul Chemicals Equity 0.62%
Pfizer Pharmaceuticals Equity 0.61%
Chambal Fert. Fertilizers Equity 0.59%
Supreme Inds. Plastic products Equity 0.58%
Ashok Leyland Automobile Equity 0.54%
Hindalco Inds. Non Ferrous Metals Equity 0.51%
Suven Pharma Pharmaceuticals Equity 0.5%
G R Infraproject Realty Equity 0.42%
Equitas Sma. Fin Banks Equity 0.13%
Bharti Airtel PP Telecomm-Service Equity 0.1%
City Online Ser. Miscellaneous Equity 0%
Banks
21.51%
Pharmaceuticals & Biotech
9.42%
Finance
7.94%
IT-Software
5.85%
Automobiles
5.66%
Others
49.62%
View all Sectors
Sectors Asset
Banks 21.51%
Pharmaceuticals & Biotech 9.42%
Finance 7.94%
IT-Software 5.85%
Automobiles 5.66%
Industrial Products 4.86%
Debt 4.7%
Auto Components 3.85%
Cement & Cement Products 3.37%
Gas 3.21%
Chemicals & Petrochemical 2.72%
Petroleum Products 2.55%
Consumer Durables 2.33%
Diversified FMCG 2.29%
Insurance 2.24%
Fertilisers & Agrochemica 2.15%
Construction 2.12%
Realty 1.99%
Power 1.65%
Transport Services 1.41%
Personal Products 1.39%
Electrical Equipments 1.28%
Telecom-Services 1.24%
Aerospace & Defense 1.14%
Ferrous Metals 1.07%
Food Products 0.96%
Textiles & Apparels 0.75%
Agricultural, Commercial 0.55%
Cash & Others -0.2%
Equity
95.52%
Reverse Repos
3.94%
Cash & Cash Equivalents
0.36%
Derivatives
0.11%
Net Curr Ass/Net Receivables
0.08%

Advance Ratio

0.44
Alpha
4.11
SD
0.92
Beta
1.63
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:
1,17,725 Cr
Address:
Mafatlal Centre, 10th Floor, Nariman Point, Mumbai 400 021.
Contact:
022-66578000
Email ID:
service@dspim.com

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 ₹468.6 as of 21 September 2023.

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 - 21.51%
  2. Pharmaceuticals & Biotech - 9.42%
  3. Finance - 7.94%
  4. IT-Software - 5.85%
  5. Automobiles - 5.66%

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 16.5% 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 0.85 % as of 21 September 2023.

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

The AUM of DSP Equity Opportunities Fund – Direct Growth is ₹1,17,725 Cr as of 21 September 2023

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 - 6.07%
  2. HDFC Bank - 4.24%
  3. Axis Bank - 4.02%
  4. St Bk of India - 3.16%
  5. M & M - 2.9%

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