DSP Equity Opportunities Fund – Direct Growth

Equity · Large & Mid Cap
 · ★★★
100
Min SIP
100
Min Lumpsum
0.72 %
Expense Ratio
★★★
Rating
8,849
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 08 December 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 25.8% 22.7% 19.3% 17%
Category Average 24.1% 23.6% 19.8% -

Scheme Allocation

By Holding
By Sector
By Asset
5.28%
4.85%
3.98%
2.9%
Others
79.84%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 5.28%
HDFC Bank Banks Equity 4.85%
Axis Bank Banks Equity 3.98%
Power Fin.Corpn. Finance Equity 3.15%
M & M Automobile Equity 2.9%
St Bk of India Banks Equity 2.87%
Tata Motors Automobile Equity 2.36%
Hind. Unilever FMCG Equity 2.18%
H P C L Refineries Equity 2.15%
NTPC Power Generation & Distribution Equity 2.06%
Phoenix Mills Realty Equity 2.02%
Coforge IT - Software Equity 1.84%
HCL Technologies IT - Software Equity 1.83%
Alkem Lab Pharmaceuticals Equity 1.79%
Bharat Forge Castings, Forgings & Fastners Equity 1.72%
Ipca Labs. Pharmaceuticals Equity 1.64%
REC Ltd Finance Equity 1.63%
Infosys IT - Software Equity 1.61%
Coromandel Inter Fertilizers Equity 1.57%
GAIL (India) Gas Distribution Equity 1.57%
Sun Pharma.Inds. Pharmaceuticals Equity 1.56%
Bajaj Finance Finance Equity 1.49%
Exide Inds. Auto Ancillaries Equity 1.48%
Hindalco Inds. Non Ferrous Metals Equity 1.46%
Container Corpn. Logistics Equity 1.39%
B P C L Refineries Equity 1.39%
LIC Housing Fin. Finance Equity 1.39%
Emami FMCG Equity 1.37%
Samvardh. Mothe. Auto Ancillaries Equity 1.32%
Uno Minda Auto Ancillaries Equity 1.29%
Bharti Airtel Telecomm-Service Equity 1.16%
Gujarat Fluoroch Chemicals Equity 1.15%
Bharat Electron Electronics Equity 1.15%
SBI Life Insuran Insurance Equity 1.12%
Tech Mahindra IT - Software Equity 1.12%
Federal Bank Banks Equity 1.1%
IIFL Finance Finance Equity 1.09%
SBI Cards Finance Equity 1.09%
APL Apollo Tubes Steel Equity 1.08%
Max Financial Finance Equity 1.06%
Suven Pharma Pharmaceuticals Equity 1.05%
AU Small Finance Banks Equity 1.04%
UltraTech Cem. Cement Equity 1.04%
Shriram Finance Finance Equity 1.02%
Dr Reddy's Labs Pharmaceuticals Equity 0.95%
K E C Intl. Capital Goods - Electrical Equipment Equity 0.95%
ACC Cement Equity 0.94%
Dalmia BharatLtd Cement Equity 0.92%
Hatsun Agro FMCG Equity 0.91%
Cipla Pharmaceuticals Equity 0.89%
Tata Chemicals Chemicals Equity 0.89%
Jindal Steel Steel Equity 0.88%
Lupin Pharmaceuticals Equity 0.87%
Polycab India Cables Equity 0.84%
Ahluwalia Contr. Realty Equity 0.79%
Crompton Gr. Con Consumer Durables Equity 0.78%
Indraprastha Gas Gas Distribution Equity 0.72%
KNR Construct. Construction Equity 0.72%
Guj.St.Petronet Gas Distribution Equity 0.7%
Century Plyboard Miscellaneous Equity 0.66%
Pfizer Pharmaceuticals Equity 0.6%
Whirlpool India Consumer Durables Equity 0.58%
Kotak Mah. Bank Banks Equity 0.57%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.52%
Atul Chemicals Equity 0.51%
Chambal Fert. Fertilizers Equity 0.46%
G R Infraproject Infrastructure Developers & Operators Equity 0.32%
Schaeffler India Bearings Equity 0.25%
Indian Renewable Finance Equity 0.18%
Bharti Airtel PP Telecomm-Service Equity 0.12%
City Online Ser. Miscellaneous Equity 0%
Banks
20.53%
Finance
8.16%
IT-Software
6.81%
Automobiles
5.75%
Industrial Products
4.43%
Others
54.32%
View all Sectors
Sectors Asset
Banks 20.53%
Finance 8.16%
IT-Software 6.81%
Automobiles 5.75%
Industrial Products 4.43%
Auto Components 3.99%
Debt 3.94%
Cement & Cement Products 3.36%
Gas 2.98%
Diversified FMCG 2.34%
Consumer Durables 2.31%
Petroleum Products 2.23%
Insurance 2.15%
Realty 2.03%
Construction 2%
Power 1.93%
Personal Products 1.55%
Transport Services 1.31%
Ferrous Metals 1.28%
Electrical Equipments 1.27%
Telecom-Services 1.16%
Aerospace & Defense 1.14%
Food Products 1.09%
Textiles & Apparels 0.87%
Non-Ferrous Metals 0.51%
Cash & Others 0.44%
Others 0.11%
Equity
95.93%
Reverse Repos
4.03%
Cash & Cash Equivalents
0.12%
Derivatives
0.03%
Net Curr Ass/Net Receivables
-0.11%

Advance Ratio

0.06
Alpha
0.61
SD
0.84
Beta
0.11
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:
1,30,149 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 ₹514.9 as of 08 December 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 - 20.53%
  2. Finance - 8.16%
  3. IT-Software - 6.81%
  4. Automobiles - 5.75%
  5. Industrial Products - 4.43%

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% 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 0.72 % as of 08 December 2023.

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

The AUM of DSP Equity Opportunities Fund – Direct Growth is ₹1,30,149 Cr as of 08 December 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 - 5.28%
  2. HDFC Bank - 4.85%
  3. Axis Bank - 3.98%
  4. Power Fin.Corpn. - 3.15%
  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