28.0%
3Y annualised
NAV Rs. 378.4
Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
₹500 | ₹500 | 0.91 % | 3★ | ₹7,110 | 10 Years |
---|---|---|---|---|---|
Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
₹500 | ₹500 | 0.91 % |
---|---|---|
Min SIP | Min Lumpsum | Expense Ratio |
3★ | ₹7,110 Cr | 10 Years |
Rating | Fund Size | Fund Age |
Scheme 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
Scheme Performance
1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 3.0% | 28.0% | 11.2% | 14.6% | ||||
Category Average | 0.4% | 32.8% | 11.6% | - |
Scheme Allocation
Holding
Sector
Asset
HDFC Bank
6.84%
ICICI Bank
6.74%
Infosys
4.65%
St Bk of India
3.55%
Axis Bank
3.26%
Others
74.96%
Banks
24.64%
IT-Software
9.6%
Pharmaceuticals & Biotech
8.19%
Finance
6.22%
Automobiles
5.92%
Others
45.43%
Equity
97.2%
Reverse Repos
2.71%
Cash & Cash Equivalents
0.59%
Net Curr Ass/Net Receivables
-0.5%
Fund House Details

DSP Equity Opportunities Fund
Fund Manager
Rohit Singhania
Exit Load
Exit Load | Holding period from date of allotment: < 12 months - 1% >=12 months - NIL. |
---|
Advance Ratio
0.01 | 0.88 | 0.81 | 0.02 |
Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
Equity | Sectoral / Thematic Mutual Funds-4.0%41.1%11.4%1Y3Y5Y
-
-
-
-
Peer Comparison
-
-
-
Equity | Large & Mid Cap Funds | 46.2%28.8%13.9%1Y3Y5Y
-
-
AMC Contact Details
DSP Mutual Fund
AUM:
1,07,911 Cr
Address:
Mafatlal Centre,
10th Floor,
Nariman Point, Mumbai 400 021.
Contact:
022-66578000
Email ID:
service@dspim.com
Frequently Asked Questions
You can invest in DSP Equity Opportunities Fund 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 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"
The DSP Equity Opportunities Fund has delivered 14.6% since inception
The NAV of DSP Equity Opportunities Fund is ₹378.4 as of 22 March 2023.
The expense ratio of DSP Equity Opportunities Fund is 0.91 % as of 22 March 2023.
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”.
The AUM of DSP Equity Opportunities Fund is ₹1,07,911 Cr as of 22 March 2023
The minimum SIP amount of DSP Equity Opportunities Fund is ₹500
The top stock holdings of DSP Equity Opportunities Fund are
- HDFC Bank - 6.84%
- ICICI Bank - 6.74%
- Infosys - 4.65%
- St Bk of India - 3.55%
- Axis Bank - 3.26%
The top sectors DSP Equity Opportunities Fund has invested in are
- HDFC Bank - 6.84%
- ICICI Bank - 6.74%
- Infosys - 4.65%
- St Bk of India - 3.55%
- Axis Bank - 3.26%