DSP Equity Opportunities Fund – Direct Growth

Equity · Large & Mid Cap
 · ★★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.75 %
Expense Ratio
★★★
Rating
10,916
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 27 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 45.5% 20.9% 18.9% 17.2%
Category Average 48% 21.4% 19.7% -

Scheme Allocation

By Holding
By Sector
By Asset
6.93%
4.48%
2.93%
Others
78.62%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 6.93%
HDFC Bank Banks Equity 4.48%
St Bk of India Banks Equity 4.09%
Power Fin.Corpn. Finance Equity 2.95%
Axis Bank Banks Equity 2.93%
M & M Automobile Equity 2.55%
Coforge IT - Software Equity 2.25%
H P C L Refineries Equity 2.2%
HCL Technologies IT - Software Equity 1.9%
Tata Motors Automobile Equity 1.87%
REC Ltd Finance Equity 1.84%
Indus Towers Telecomm Equipment & Infra Services Equity 1.79%
Samvardh. Mothe. Auto Ancillaries Equity 1.77%
Hind. Unilever FMCG Equity 1.71%
Alkem Lab Pharmaceuticals Equity 1.7%
Sun Pharma.Inds. Pharmaceuticals Equity 1.66%
NTPC Power Generation & Distribution Equity 1.65%
Ipca Labs. Pharmaceuticals Equity 1.6%
Infosys IT - Software Equity 1.44%
Phoenix Mills Realty Equity 1.44%
Bharat Forge Castings, Forgings & Fastners Equity 1.37%
LIC Housing Fin. Finance Equity 1.36%
Container Corpn. Logistics Equity 1.34%
Max Financial Finance Equity 1.33%
Gujarat Fluoroch Chemicals Equity 1.32%
Shriram Finance Finance Equity 1.32%
Bajaj Finance Finance Equity 1.28%
APL Apollo Tubes Steel Equity 1.25%
B P C L Refineries Equity 1.22%
Coromandel Inter Fertilizers Equity 1.2%
ACC Cement Equity 1.17%
Hindalco Inds. Non Ferrous Metals Equity 1.17%
Bharat Electron Aerospace & Defence Equity 1.16%
Uno Minda Auto Ancillaries Equity 1.13%
Exide Inds. Auto Ancillaries Equity 1.12%
Emami FMCG Equity 1.12%
GAIL (India) Gas Distribution Equity 1.12%
Dalmia BharatLtd Cement Equity 1.1%
SBI Life Insuran Insurance Equity 1.07%
Tech Mahindra IT - Software Equity 1.03%
Ahluwalia Contr. Realty Equity 1.01%
Federal Bank Banks Equity 0.99%
SBI Cards Finance Equity 0.94%
Petronet LNG Gas Distribution Equity 0.94%
IIFL Finance Finance Equity 0.93%
Polycab India Cables Equity 0.91%
Bharti Airtel Telecomm-Service Equity 0.9%
Suven Pharma Pharmaceuticals Equity 0.89%
Oil India Crude Oil & Natural Gas Equity 0.85%
Cipla Pharmaceuticals Equity 0.85%
Whirlpool India Consumer Durables Equity 0.84%
Hatsun Agro FMCG Equity 0.83%
AU Small Finance Banks Equity 0.83%
K E C Intl. Capital Goods - Electrical Equipment Equity 0.82%
Jindal Steel Steel Equity 0.82%
UltraTech Cem. Cement Equity 0.73%
Godrej Industrie Chemicals Equity 0.72%
Crompton Gr. Con Consumer Durables Equity 0.71%
Lupin Pharmaceuticals Equity 0.71%
Indraprastha Gas Gas Distribution Equity 0.7%
Guj.St.Petronet Gas Distribution Equity 0.66%
Century Plyboard Plywood Boards/Laminates Equity 0.64%
Tata Chemicals Chemicals Equity 0.62%
KNR Construct. Infrastructure Developers & Operators Equity 0.59%
Pfizer Pharmaceuticals Equity 0.59%
Kotak Mah. Bank Banks Equity 0.57%
Atul Chemicals Equity 0.42%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.41%
Schaeffler India Bearings Equity 0.39%
Gujarat Gas Gas Distribution Equity 0.38%
G R Infraproject Infrastructure Developers & Operators Equity 0.33%
Indian Renewable Finance Equity 0.19%
Bayer Crop Sci. Agro Chemicals Equity 0.17%
Escorts Kubota Automobile Equity 0.15%
Bharti Airtel PP Telecomm-Service Equity 0.13%
City Online Ser. Miscellaneous Equity 0%
Banks
20.82%
Finance
10.81%
Pharmaceuticals & Biotech
8%
IT-Software
6.62%
Automobiles
4.42%
Others
49.33%
View all Sectors
Sectors Asset
Banks 20.82%
Finance 10.81%
Pharmaceuticals & Biotech 8%
IT-Software 6.62%
Automobiles 4.42%
Auto Components 4.41%
Debt 4.01%
Gas 3.8%
Industrial Products 3.53%
Petroleum Products 3.42%
Cement & Cement Products 3%
Telecom-Services 2.82%
Insurance 2.4%
Chemicals & Petrochemical 2.36%
Consumer Durables 2.19%
Construction 1.93%
Diversified FMCG 1.71%
Power 1.65%
Realty 1.44%
Fertilisers & Agrochemica 1.37%
Transport Services 1.34%
Non-Ferrous Metals 1.17%
Aerospace & Defense 1.16%
Personal Products 1.12%
Oil 0.85%
Food Products 0.83%
Ferrous Metals 0.82%
Electrical Equipments 0.82%
Diversified 0.72%
Textiles & Apparels 0.41%
Agricultural, Commercial 0.15%
Cash & Others -0.1%
Equity
96.09%
Reverse Repos
4.01%
Cash & Cash Equivalents
0.18%
Net Curr Ass/Net Receivables
-0.28%

Advance Ratio

0.56
Alpha
3.72
SD
0.92
Beta
1.05
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 ₹547.2 as of 27 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 - 20.82%
  2. Finance - 10.81%
  3. Pharmaceuticals & Biotech - 8%
  4. IT-Software - 6.62%
  5. Automobiles - 4.42%

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 17.2% 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 27 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 27 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 - 6.93%
  2. HDFC Bank - 4.48%
  3. St Bk of India - 4.09%
  4. Power Fin.Corpn. - 2.95%
  5. Axis Bank - 2.93%

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