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  • DSP Equity Opportunities Fund (PIDCW-A)

Formerly DSP Equity Opp Reg DP

DSP Mutual Funds

DSP Equity Opportunities Fund (PIDCW-A)

EquityLarge & Mid Cap

39.978

NAV (Jun 13)

18.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

39.978

NAV (Jun 13)

Fund Returns

Last 1Y
49.8%
Last 3Y
20.3%
Last 5Y
21%
Last 10Y
17.2%
Since Inception
18.3%
6 Month CAGR
21.5%

Scheme Information

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.

Expense Ratio
1.75
Launched (24y ago)
May 16, 2000
AUM in Crores
11991.256
ISIN
INF740K01078
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.2
Standard Deviation (5yr)
20.1
Beta (3yr)
0.93
Beta (5yr)
0.97
Sharpe Ratio (3yr)
0.685
Sharpe Ratio (5yr)
0.627
YTM
0
Fund Managers

Jay Kothari

Fund Manager

Rohit Singhania

Fund Manager

Charanjit Singh

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Equity Opportunities Fund (PIDCW-A)70%11,55,853 4,23,24118.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-13

Top Stock Holdings

icici bank ltd

5.8%
5.8%

hdfc bank ltd

5.5%
5.5%

state bank of india

3.8%
3.8%

axis bank ltd

3.7%
3.7%

power finance corp ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

34.2%
34.2%

consumer cyclical

13.3%
13.3%

basic materials

10.9%
10.9%

industrials

7.7%
7.7%

healthcare

7.4%
7.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 156,021 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 48 equity,114 debt and 19 hybrid funds.amc-img
phone-img022-66578000
Fund NameScripbox Opinion
Till Date CAGR

20.3%

15.7%

18.1%

15.1%

18.1%

15.1%

37%

18.9%

18.8%

13.9%

DSP Equity Opportunities Fund (PIDCW-A) Review

DSP Equity Opportunities Fund (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 17.6% over a period of 24 years. The fund was previously known as DSP Equity Opp Reg DP. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Charanjit Singh, Jay Kothari, Rohit Singhania.

Nav of DSP Equity Opportunities Fund (PIDCW-A) as of 6/13/2024 is ₹39.98 with the total AUM as of 6/14/2024 is ₹11991.256. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity Opportunities Fund (PIDCW-A) was launched on May 16, 2000. The category risk of the fund is Very High Risk.

The minimum SIP amount for DSP Equity Opportunities Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

DSP Equity Opportunities Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty LargeMidcap 250 TR INR.

DSP Equity Opportunities Fund (PIDCW-A) is rated as a 3 fund in Equity and delivered 37.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Equity Opportunities Fund (PIDCW-A).

Frequently Asked Questions

What is DSP Equity Opportunities Fund (PIDCW-A)?

DSP Equity Opportunities Fund (PIDCW-A) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in DSP Equity Opportunities Fund (PIDCW-A)?

You can invest in DSP Equity Opportunities Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of DSP Equity Opportunities Fund (PIDCW-A)?

The minimum sip amount for DSP Equity Opportunities Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is DSP Equity Opportunities Fund (PIDCW-A) good to invest in?

As per Scripbox experts, DSP Equity Opportunities Fund (PIDCW-A) is a Neutral fund. You can investDSP Equity Opportunities Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the DSP Equity Opportunities Fund (PIDCW-A)?

The expense ratio of the DSP Equity Opportunities Fund (PIDCW-A) is 1.75% for regular plan.