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Scheme Overview

DSP Equity Opportunities Fund-Regular Plan - Growth

(Erstwhile DSP BlackRock Opportunities Fund-Regular Plan - Growth)

Category: Equity: Large and Mid Cap
Launch Date: 16-05-2000
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
Expense Ratio: 1.71% As on (30-09-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,448.56 Cr As on (30-09-2024)
Turn over: 42
NAV as on 04-11-2024

603.642

-3.79 (-0.6272%)

CAGR Since Inception

18.23%

NIFTY LARGE MIDCAP 250 TRI 16.56%

PERFORMANCE of DSP Equity Opportunities Fund-Regular Plan - Growth

Scheme Performance (%) Data as on - 04-11-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Equity Opportunities Fund-Regular Plan - Growth 43.04 17.84 21.11 15.95 18.23
NIFTY LARGE MIDCAP 250 TRI 35.59 17.05 22.54 16.18 16.56
Equity: Large and Mid Cap 38.68 16.84 21.29 15.14 16.17

Fund Managers

Rohit Singhania, Jay Kothari, Charanjit Singh

Investment Objective

The scheme seeking to generate long term appreciation and whose secondary objective is income generation and the distribution of dividend from a portfolio constituted of equity and equity related securities concentrating on the investment focus of the scheme. The aim of this scheme is to strongly outperform plain vanilla equity funds which are far more diversified in their portfolio weightage, to minimise risk.

RETURNS CALCULATOR for DSP Equity Opportunities Fund-Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of DSP Equity Opportunities Fund-Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Equity Opportunities Fund-Regular Plan - Growth 12.87 1.0 0.76 0.96 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DSP Equity Opp Reg Gr 16-05-2000 43.04 28.59 17.84 21.11 15.95
Motilal Oswal Large and MidCap Reg Gr 05-10-2019 55.47 38.09 24.29 25.55 0.0
Invesco India Large and Mid Cap Gr 09-08-2007 48.13 30.69 19.4 20.36 15.73
Bandhan Core Equity Reg Gr 09-08-2005 46.11 31.72 21.87 23.3 15.97
Quant Large & MidCap Gr 11-12-2006 44.57 27.75 22.22 25.81 19.35
Baroda BNP Paribas Large and MidCap Reg Gr 04-09-2020 44.14 26.79 17.06 0.0 0.0
UTI Large & Mid Cap Fund Reg Gr 01-08-2005 43.41 30.4 19.52 23.62 14.33
HSBC Large and Mid Cap Gr 03-03-2019 43.14 29.03 17.6 21.1 0.0
Nippon India Vision Gr Gr 05-10-1995 42.34 27.97 18.12 21.08 12.67
LIC MF Large & MidCap Reg Gr 05-02-2015 42.0 24.49 15.67 19.41 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of DSP Equity Opportunities Fund-Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)