DSP Equity Opportunities Fund-Regular Plan - Growth
Category: Equity: Large and Mid Cap
Launch Date: 16-05-2000
AUM:
₹ 13,784.25 Cr
Expense Ratio
1.72%
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 | 11.05 | 20.52 | 25.32 |
| NIFTY LARGE MIDCAP 250 TRI | 6.62 | 17.84 | 26.63 |
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
594.233
Last change
-2.28 (-0.3842%)
Fund Size (AUM)
₹ 13,784.25 Cr
Performance
17.77% (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 (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.84 |
| TREPS / Reverse Repo Investments | 4.62 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.58 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.46 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.41 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.23 |
| HINDUSTAN PETROLEUM CORPORATION LIMITED EQ | 2.39 |
| IPCA LABORATORIES LIMITED EQ NEW FV RE .1/- | 2.07 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.06 |
| CIPLA LIMITED EQ NEW FV RS.2/- | 2.01 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.17 |
| Healthcare | 10.89 |
| Oil, Gas & Consumable Fuels | 9.16 |
| Automobile and Auto Components | 9.11 |
| Information Technology | 6.11 |
| N/A | 4.97 |
| Fast Moving Consumer Goods | 4.15 |
| Construction | 3.75 |
| Telecommunication | 3.45 |
| Chemicals | 3.09 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| DSP Equity Opp Reg Gr | 25.32 |
| Invesco India Large and Mid Cap Gr | 24.43 |
| ICICI Pru Large & MidCap Gr | 29.26 |
| UTI Large & Mid Cap Fund Reg Gr | 28.35 |
| Franklin India Equity Advtg Gr | 24.46 |
| Nippon India Vision Gr Gr | 26.72 |
| Sundaram Large and MidCap Gr | 25.77 |
| PGIM India Large and Mid Cap Reg Gr | 0.0 |
| Canara Robeco Emerging Equities Reg Gr | 23.45 |
| Motilal Oswal Large and MidCap Reg Gr | 27.91 |