DSP Equity Opportunities Fund-Regular Plan - Growth
Category: Equity: Large and Mid Cap
Launch Date: 16-05-2000
AUM:
₹ 11,631 Cr
Expense Ratio
1.75%
Benchmark
NIFTY LARGE MIDCAP 250 TRI
ISIN
INF740K01094
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
500
Fund Manager
Rohit Singhania, Jay Kothari, Charanjit Singh
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| DSP Equity Opportunities Fund-Regular Plan - Growth | 42.27 | 20.27 | 20.58 |
| NIFTY LARGE MIDCAP 250 TRI | 41.15 | 22.43 | 21.65 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
531.148
Last change
2.66 (0.5002%)
Fund Size (AUM)
₹ 11,631 Cr
Performance
17.99% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Rohit Singhania, Jay Kothari, Charanjit Singh
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 6.6 |
| HDFC Bank Ltd. | 5.44 |
| State Bank of India | 3.78 |
| Power Finance Corporation Ltd. | 3.35 |
| Axis Bank Ltd. | 3.23 |
| Mahindra & Mahindra Ltd. | 2.57 |
| Samvardhana Motherson International Ltd. | 2.43 |
| Indus Towers Ltd. | 2.19 |
| Hindustan Petroleum Corporation Ltd. | 2.09 |
| REC Ltd. | 1.98 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 34.08 |
| Energy | 9.27 |
| Automobile | 9.21 |
| Healthcare | 7.78 |
| Technology | 5.15 |
| Capital Goods | 4.89 |
| Consumer Staples | 4.74 |
| Metals & Mining | 3.84 |
| Chemicals | 3.69 |
| Communication | 3.6 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| DSP Equity Opp Reg Gr | 20.58 |
| Quant Large & MidCap Gr | 28.27 |
| Bandhan Core Equity Reg Gr | 21.98 |
| Motilal Oswal Large and MidCap Reg Gr | 0.0 |
| Mahindra Manulife Large & Mid Cap Fund Reg Gr | 0.0 |
| Invesco India Large and Mid Cap Gr | 19.63 |
| HSBC Large and Mid Cap Gr | 20.4 |
| HDFC Large and Mid Cap Gr | 22.73 |
| Nippon India Vision Gr Gr | 20.57 |
| UTI Large & Mid Cap Fund Reg Gr | 20.8 |