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DSP Equity Opportunities Fund

DSP Equity Opportunities Fund

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Benchmark: NIFTY LargeMidcap 250 (TRI) info icon

4.6 lakh people have invested in this fund

View performance details

Return:

This fund

18.00%

NIFTY LargeMidcap 250 (TRI)

14.30%

NIFTY 50 TRI

14.15%

Invested

Earning

This fund

18.00%

NIFTY LargeMidcap 250 (TRI)

14.30%

NIFTY 50 TRI

14.15%

team 4.6 lakh people have invested in this fund as of

This is an Equity Diversified, Large & Mid cap fund with NIFTY LargeMidcap 250 (TRI) as its benchmark. The risk level for this fund is categorized as Very High Risk.

Total AUM

13,804.22 crores as of Oct 31, 2024

Age of Fund

24 years 5 months since May 16, 2000

Expense Ratio

1.72% as of Nov 08, 2024

Exit Load

1% upto 12 Months

Ideal holding period

10 Years+

Holdings

as of Oct 31, 2024

HDFC Bank Limited

6.31%

ICICI Bank Limited

5.97%

State Bank of India

3.33%

Axis Bank Limited

3.17%

Kotak Mahindra Bank Limited

2.54%

Infosys Limited

2.18%

Coforge Limited

2.11%

Large Cap

52.60%

Mid Cap

36.40%

Small Cap

11.20%

Banks

24.70%

Pharmaceuticals & Biotechnology

9.20%

It - Software

7.60%

Finance

7.60%

Auto Components

6.20%

Rolling Returns

Bars show distribution of returns in given range for selected time period.

View performance details

Things to know before you invest

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What is in DSP Equity Opportunities Fund?

  1. DSP Equity Opportunities Fund invests in a prudent mix of established (large sized) as well as emerging (mid sized) companies.
  2. It aims to invest ~70% in companies offering potentially superior risk-reward outcomes & available at valuations providing sufficient margin of safety while ~30% or less is invested in stocks with strong growth & profitability metrics that may not meet the margin of safety criterion.
  3. Fund will have minimum 35% exposure to Largecaps & Midcaps respectively.
  1. Offers the chance to grow your wealth by owning high growth-potential companies at fair prices.
  2. Get flavor of Large & Midcap in 1 fund.
  3. Can help you beat the impact of rising prices over the long-term.
  4. Can be a suitable choice for your core portfolio.
  1. Consider this fund if you
    • Want to build wealth over the long-term.
    • Have the patience & mental resilience to remain invested for a decade or more.
    • Recognize market falls as good opportunities to invest even more.
    • Accept that equity investing means exposure to risk.
  1. Equity Opportunities fund carries Very High Risk.
  2. Expect short term return fluctuations, especially during periods of market ups & downs.
  3. In the past, there has been an occasion where this fund's NAV fell by more than 57% in 1 year.

Fund managers:

Rohit Singhania

Rohit Singhania

Total work experience of 24 years. Managing this fund since June 2015.
Total work experience of 24 years. Managing this fund since June 2015.

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Portfolio

Prescribed asset allocation: 35% - 65% Equity & equity related instruments of large cap companies , 35% - 65% Equity & equity related instruments of mid cap companies , 0% - 30% Other equity & equity related instruments , 0% - 30% *Debt and Money Market Securities , 0% - 10% Units of REITs & InvITs

Current Allocation

as of Oct 31, 2024

Top holdings

HDFC Bank Limited

6.31%

ICICI Bank Limited

5.97%

State Bank of India

3.33%

Axis Bank Limited

3.17%

Kotak Mahindra Bank Limited

2.54%

Allocation by Market Cap

Large Cap

52.60%

Mid Cap

36.40%

Small Cap

11.20%

Top Sectors

Banks

23.92%

Pharmaceuticals & Biotechnology

8.94%

It - Software

7.40%

Finance

7.33%

Auto Components

6.06%

Top holdings

No Data to display

Top holdings

TREPS / Reverse Repo Investments

2.71%

Cash & cash equivalents

0.26%

Credit rating profile

Cash & Equivalent

99.60%

Instrument break-up

TREPS

100.00%


Indicators

Portfolio turnover ratio

0.42 last 12 months

Standard Deviation

13.52 %

Sharpe Ratio

1.05

Beta

0.97

R-Squared

91.08 %

Compare Performance

Performance highlights over last

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investment

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Annual returns

Current value

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Good Returns

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  • Historical Returnsas of with investment of10,000

This fund NIFTY LargeMidcap 250 (TRI) ^ NIFTY 50 TRI #
CAGR Current Value CAGR Current Value CAGR Current Value

Income distribution Cum Capital Withdrawal (IDCW) Distributed

Record Date IDCW per unit NAV Before NAV After

Chart type

Invested as

Invested Amount

Invested since

This fund

Vs

NIFTY LargeMidcap 250

NIFTY 50 TRI

Gold

PPF

Funds Annual returns Current Value Absolute Growth

Chart type:

Invested as

Invested Amount

Invested period

Funds Minimum Median Maximum % times -ve returns % times returns > 7%

Date of allotment: May 16, 2000.

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of Regular Plan.

Since inception returns have been calculated from the date of allotment till June 30, 2021

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Rolling returns have been calculated based on returns from regular plan growth option.

^ Fund Benchmark # Additional Benchmark

Fund Details

Fund Details

Investment 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 Type

Equity – Diversified
Large & Mid-cap

Large & Mid Cap Fund - An open ended equity scheme investing in both large cap and mid cap stocks

Riskometer

Level of Risk in the fund

View details
Riskometer

Minimum Investment

Rs.  100 Lumpsum
Rs.  100 SIP– 12 instalments
Rs.  100 Minimum Additional Purchase

FAQs

FAQs

Investors can invest in the scheme in two major ways. The first method is to invest directly through DSP Mutual Fund?s website. The second method is to invest through an intermediary. Prior to investing through an intermediary, it is important for investors to understand that most mutual fund schemes have two plans: direct and regular. The direct plan has a lower expense ratio than the regular plan. One can apply for a direct plan of a mutual fund scheme either through DSP Mutual Fund?s website or through zero-commission mutual fund platforms. One can avail of the regular plan of the mutual fund scheme through a mutual fund distributor. If you are applying for the DSP Equity Opportunities Fund through an app the name of the direct plan is 'DSP Equity Opportunities Fund - Direct Plan - Growth'.

Most financial experts are of the view that timing investment in any kind of market-linked investment is near impossible. Further, investors who invest in mutual funds regularly through systematic investment plans ("SIPs") can benefit from Rupee Cost Averaging. It has been widely observed that investments made in mutual funds consistently outperform investments made sporadically. This doctrine is called Rupee Cost Averaging. By consistently investing through SIPs investors bring down the average purchase cost of their investment. It is best to invest in the scheme through SIP instead of investing sporadically. Most investment platforms/apps allow you to set up a SIP to the DSP Equity Opportunities Fund within seconds, all you need to set up a SIP is your bank account number and mobile number linked to your bank account.

The expense ratio is the annualized fee charged by the mutual fund house to the investors in exchange for providing investment services. Essentially, it is a percentage of your investment that goes for the mutual fund?s operating expense and management fee. In the case of DSP Equity Opportunities Fund , the expense ratio is more for its regular and less for its direct plan. As discussed above, most mutual funds have two plans: direct and regular. Direct plans have a lower expense ratio whereas regular plans have a higher expense ratio. Regular plans have a higher expense ratio because it is distributed/ sold through an intermediary, i.e., a mutual fund distributor. A higher expense ratio for regular plan ensures that the mutual fund distributor also gets his due share for distributing/selling the mutual fund scheme. The name of the regular plan is DSP Equity Opportunities Fund Regular Plan Growth option.

One can easily redeem mutual funds units in this scheme by following the below mentioned steps:
  • (a) Login into your investment platform: Login into your investment platform account with your credentials. Investment platform will be the app/website through which you made the investment, such as DSP Mutual Fund's website, mobile app, or a brokerage firm's platform;
  • (b) Find your investment: Typically, your investment platform will show all the investments you have made through that platform. Locate the DSP Equity Opportunities Fund in your portfolio;
  • (c) Initiate redemption: Select the "Redeem" or "Sell" option for your mutual fund units;
  • (d) Enter redemption details: Specify the number of units you want to redeem or the amount you want to withdraw;
  • (e) Confirm redemption: Review the details and confirm your redemption request;
  • (f) Await processing: Your redemption request will be processed within a specified timeframe. The exact processing time may vary depending on the platform and market conditions
  • (g) Receive funds: Once the redemption is processed, the funds will be credited to your bank account, as per your preference.
DSP Mutual Fund and its schemes are not registered in any jurisdiction, except the Schemes viz. DSP Equity Opportunities Fund and DSP Dynamic Asset Allocation Fund, which are registered with the Securities and Commodities Authority (?the SCA?) in the United Arab Emirates (UAE). The distribution of the Schemes in UAE would be undertaken by Barjeel Geojit Securities LLC, which is a licensed local distributor registered with SCA. The distribution of this material in certain jurisdictions may be restricted or subject to registration requirements and, accordingly, persons who come into possession of this material in such jurisdictions are required to inform themselves about, and to observe, any such restrictions.

team 4.6 lakh peoplehave invested in this fund as of