- Mutual Funds
- DSP Mutual Fund
- DSP Equity Opportunities Fund (G)
DSP Equity Opportunities Fund (G)
₹ 627.153
NAV (Oct 04)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 627.153
NAV (Oct 4)
Fund Returns
Last 1Y | 48% |
Last 3Y | 19.4% |
Last 5Y | 23.6% |
Last 10Y | 17% |
Since Inception | 18.5% |
6 Month CAGR | 22.1% |
Scheme Information
The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.
Expense Ratio | 1.71 |
Launched (0y ago) | 1.71 |
AUM in Crores | 14246.5 |
ISIN | INF740K01094 |
Lock-in | - |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.5 |
Beta | 0.9 |
Sharpe Ratio | 1.1 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Equity Opportunities Fund (G) | 13,43,091 | 6,10,479 | 23.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
ICICI Bank Ltd.
5%HDFC Bank Ltd.
4.6%State Bank of India
3.3%Axis Bank Ltd.
3%Power Finance Corporation Ltd.
2.9%Allocation by Sector
Financial
29.535367%Energy
10.57303%Automobile
8.983599%Healthcare
8.052957%Technology
7.783668%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
19.529% | 16.086% | ||
10.449% | 3.856% | ||
32.903% | 18.94% | ||
19.968% | 27.106% | ||
8.308% | 8.832% |
DSP Equity Opportunities Fund (G) Review
DSP Equity Opportunities Fund (G) is a Equity Equity fund and has delivered an annualised return of 18.483% over a period of 24 years. The fund is managed by DSP Mutual Fund. The fund managers are Charanjit Singh, Jay Kothari, Rohit Singhania.
Nav of DSP Equity Opportunities Fund (G) as of 10/4/2024 is ₹627.15 with the total AUM as of 10/7/2024 is ₹14246.4772. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity Opportunities Fund (G) was launched on 2000-05-16. The category risk of the fund is Above Average.
The minimum SIP amount for DSP Equity Opportunities Fund (G) 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 (G) 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 Large Midcap 250 Total Return Index.
DSP Equity Opportunities Fund (G) is rated as a 3 fund in Equity and delivered 48.041% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Equity Opportunities Fund (G).
Frequently Asked Questions
What is DSP Equity Opportunities Fund (G)?
How to invest in DSP Equity Opportunities Fund (G)?
You can invest in DSP Equity Opportunities Fund (G) 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 (G)?
The minimum sip amount for DSP Equity Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is DSP Equity Opportunities Fund (G) good to invest in?
As per Scripbox experts, DSP Equity Opportunities Fund (G) is a 3 fund. You can investDSP Equity Opportunities Fund (G) 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 (G)?
The expense ratio of the DSP Equity Opportunities Fund (G) is 1.71% for regular plan.