DSP Equity Opportunities Fund - Growth - Regular Plan

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  • 0.2 %Nav, as on 29-09-2023

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  • Net Change on 29-09-2023

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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-Regular Plan - Growth 1.91 9.85 23.31 25.29 15.78 17.44
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - 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-Regular Plan - Growth May 16, 2000 23.31 25.29 15.78 1.78 8,869.42
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 22.22 24.85 18.67 1.60 28,439.28
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 14.82 22.21 15.58 1.65 17,939.37
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 24.47 25.32 17.38 1.66 15,013.39
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 18.83 28.24 16.90 1.71 14,682.26
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 29.13 32.01 17.79 1.79 11,197.54

Fund Holdings as on 31-August-2023

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Axis Bank Limited

  • TREPS / Reverse Repo Investments / Corporate Debt Repo

  • State Bank of India

  • Mahindra & Mahindra Limited

  • Power Finance Corporation Limited

  • Hindustan Unilever Limited

  • The Phoenix Mills Limited

  • Infosys Limited

  • NTPC Limited

  • Coforge Limited

  • Bharat Forge Limited

  • Alkem Laboratories Limited

  • HCL Technologies Limited

  • Tata Motors Limited

  • Coromandel International Limited

  • Emami Limited

  • Sun Pharmaceutical Industries Limited

  • Samvardhana Motherson International Limited

  • Hindustan Petroleum Corporation Limited

  • Exide Industries Limited

  • Shriram Finance Limited

  • SBI Cards and Payment Services Limited

  • Container Corporation of India Limited

  • IPCA Laboratories Limited

  • Jindal Steel & Power Limited

  • KEC International Limited

  • GAIL (India) Limited

  • Gujarat Fluorochemicals Limited

  • Tech Mahindra Limited

  • The Federal Bank Limited

  • Maruti Suzuki India Limited

  • APL Apollo Tubes Limited

  • Bajaj Finance Limited

  • UltraTech Cement Limited

  • Bharat Electronics Limited

  • Dalmia Bharat Limited

  • AU Small Finance Bank Limited

  • UNO Minda Limited

  • ACC Limited

  • SBI Life Insurance Company Limited

  • Hatsun Agro Product Limited

  • Tata Chemicals Limited

  • Bharti Airtel Limited

  • Max Financial Services Limited

  • Cipla Limited

  • Lupin Limited

  • Dr. Reddy's Laboratories Limited

  • LIC Housing Finance Limited

  • Indraprastha Gas Limited

  • IIFL Finance Limited

  • Crompton Greaves Consumer Electricals Limited

  • Polycab India Limited

  • K.P.R. Mill Limited

  • Ahluwalia Contracts (India) Limited

  • Bharat Petroleum Corporation Limited

  • Gujarat State Petronet Limited

  • Century Plyboards (India) Limited

  • KNR Constructions Limited

  • Whirlpool of India Limited

  • Kotak Mahindra Bank Limited

  • Atul Limited

  • Pfizer Limited

  • Chambal Fertilizers & Chemicals Limited

  • Supreme Industries Limited

  • Ashok Leyland Limited

  • Hindalco Industries Limited

  • Suven Pharmaceuticals Limited

  • G R Infraprojects Limited

  • Cash Margin

  • Equitas Small Finance Bank Limited

  • NIFTY 19000 Put Sep23

  • Bharti Airtel Limited - Partly Paid Shares

  • Net Receivables/Payables

  • City Online Services Ltd**

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Miscellaneous

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Finance - NBFC

  • Cement & Construction Materials

  • Bank - Public

  • Chemicals

  • Construction - Real Estate

  • Auto Ancillary

  • Finance Term Lending

  • Engineering - Construction

  • Refineries

  • Automobiles-Trucks/Lcv

  • Industrial Gases & Fuels

  • Fertilizers

  • Power Generation/Distribution

  • Forgings

  • Consumer Durables - Domestic Appliances

  • Batteries

  • Logistics

  • Steel/Sponge Iron/Pig Iron

  • Steel & Iron Products

  • Engineering - Industrial Equipments

  • Consumer Food

  • Insurance

  • Telecommunication - Service Provider

  • Finance - Others

  • Finance - Housing

  • Finance - Investment

  • Cable

  • Textile

  • Gas Transmission/Marketing

  • Wood & Wood Products

  • Plastic Products

  • Metal - Non Ferrous

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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

  • Derivatives

  • Equity

  • Rights

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About DSP Equity Opportunities Fund

Scheme Analysis

DSP Equity Opportunities Fund is a Equity - Large & Mid Cap Fund fund and belongs to DSP Mutual Fund. It was launched on 16-May-2000 and currently has an AUM of ₹8,869.42 crore. DSP Equity Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of DSP Equity Opportunities Fund ended up ₹0.86(0.2%)yesterday to ₹429.498.

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