DSP Equity Opportunities Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 14-10-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The primary investment objective is to seek to generate long term capital appreciation from aportfolio that is substantially constituted of equity and equity related securities of large and midcapcompanies. From time to time, the fund manager will also seek participation in other equity andequity related securities to achieve optimal portfolio construction.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
DSP Equity Opportunities Fund - Direct Plan - Growth 2.88 9.86 69.23 24.62 17.38 18.58
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty LargeMidcap 250 Index - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 69.23 24.62 17.38 0.97 7,002.35
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 73.83 30.84 22.60 0.69 21,263.17
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 70.16 28.00 20.47 0.62 11,461.17
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 58.01 25.07 17.52 0.64 8,020.47
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 71.01 25.38 16.35 1.06 6,081.96
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 70.99 23.71 16.83 1.32 5,144.64

Fund Holdings as on 30-September-2021

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Axis Bank Limited

  • State Bank of India

  • HCL Technologies Limited

  • Bharti Airtel Limited

  • Tata Steel Limited

  • Crompton Greaves Consumer Electricals Limited

  • Bajaj Finserv Limited

  • Bharat Petroleum Corporation Limited

  • Kotak Mahindra Bank Limited

  • Supreme Industries Limited

  • Alkem Laboratories Limited

  • Container Corporation of India Limited

  • Gujarat State Petronet Limited

  • Dalmia Bharat Limited

  • NTPC Limited

  • ACC Limited

  • SBI Cards and Payment Services Limited

  • Dr. Reddy's Laboratories Limited

  • Hatsun Agro Product Limited

  • Kansai Nerolac Paints Limited

  • SBI Life Insurance Company Limited

  • The Phoenix Mills Limited

  • Emami Limited

  • Manappuram Finance Limited

  • CESC Limited

  • LIC Housing Finance Limited

  • The Federal Bank Limited

  • TREPS / Reverse Repo Investments / Corporate Debt Repo

  • KEI Industries Limited

  • IPCA Laboratories Limited

  • Sun Pharmaceutical Industries Limited

  • Hero MotoCorp Limited

  • Indraprastha Gas Limited

  • Max Financial Services Limited

  • Bharat Forge Limited

  • Bharat Electronics Limited

  • RBL Bank Limited

  • Godrej Consumer Products Limited

  • KNR Constructions Limited

  • Coromandel International Limited

  • Jindal Steel & Power Limited

  • Apollo Tyres Limited

  • Minda Industries Limited

  • Atul Limited

  • UltraTech Cement Limited

  • Sterlite Technologies Limited

  • City Union Bank Limited

  • Cholamandalam Investment and Finance Company Limited

  • Equitas Holdings Limited

  • Voltas Limited

  • Cartrade Tech Limited

  • Whirlpool of India Limited

  • Ahluwalia Contracts (India) Limited

  • Balkrishna Industries Limited

  • Bharti Airtel Limited - Rights^

  • Cash Margin

  • City Online Services Ltd**

  • Net Receivables/Payables

View More
  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Bank - Public

  • Consumer Durables - Domestic Appliances

  • Telecommunication - Service Provider

  • Household & Personal Products

  • Steel & Iron Products

  • Finance - Investment

  • Construction - Real Estate

  • Cable

  • Refineries

  • Plastic Products

  • Logistics

  • Gas Transmission/Marketing

  • Consumer Food

  • Paints

  • Insurance

  • Tyres & Allied

  • Finance - Housing

  • Automobile Two & Three Wheelers

  • Industrial Gases & Fuels

  • Miscellaneous

  • Finance - Others

  • Forgings

  • Engineering - Industrial Equipments

  • Fertilizers

  • Engineering - Construction

  • Steel/Sponge Iron/Pig Iron

  • Auto Ancillary

  • Chemicals

  • Air Conditioners

  • Automobiles - Dealers & Distributors

View More

Fund Manager

  • Education:B.Tech (Electronics & Communication), MBA (Finance)
  • Experience:39
  • Basic Details:From Sep 2018 to present - Assistant Vice President, Equity investment team.From July 2015 - August 2018 - Director - Head of Capital Goods, Power & Infra at B&K Securities India.From Nov 2011 - July 2015 - Senior Vice President - Capital Goods and Infra at Axis Capital Ltd.From Dec 2007 - October 2011 - Assistant Vice President at BNP Paribas India Securities.From July 2007 - Nov 2007 - Analyst at Thomas Weisel Partners.From October 2005 - June 2007 - Analyst at HSBC.From October 2004 - October 2005 - Analyst at IDC Corp.From June 2004 - Sep 2004 - Analyst at Frost & Sullivan.
  • Funds Managed:
  • DSP Equity Opportunities Fund
  • DSP India T.I.G.E.R. Fund
  • DSP Tax Saver Fund
  • DSP Equity Opportunities Fund
  • DSP India T.I.G.E.R. Fund
  • DSP Tax Saver Fund
  • Cash

  • Equity

  • Rights

View More

About DSP Equity Opportunities Fund

NULL

Scheme Analysis

DSP Equity Opportunities Fund is a Equity - Large & Mid Cap Fund fund and belongs to DSP Mutual Fund. It was launched on 31-Dec-2012 and currently has an AUM of ₹7,002.35 crore. DSP Equity Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty LargeMidcap 250 Index - TRI as secondary index.

The NAV of DSP Equity Opportunities Fund ended up ₹2.17(0.54%)yesterday to ₹405.165.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The DSP Equity Opportunities Fund is managed by Rohit Singhania and Jay Kothari.

Fund House Contact

Mafatlal Centre, 10th Floor, Nariman Point, Mumbai - 400 021

+91 (22) 66578000
+91 (22) 66578181