- Mutual Funds
- DSP Mutual Funds
- DSP Equity Opportunities Fund (Growth)
Formerly DSP Equity Opp Reg Gr
DSP Equity Opportunities Fund (Growth)
₹ 351.75
NAV (Mar 31)
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
₹ 351.75
NAV (Mar 31)
Fund Returns
Last 1Y | 2.6% |
Last 3Y | 27.2% |
Last 5Y | 10.4% |
Last 10Y | 15.2% |
Since Inception | 16.8% |
6 Month CAGR | -0.5% |
Scheme Information
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 | 1.87 |
Launched (23y ago) | May 16, 2000 |
AUM in Crores | 7110.570 |
ISIN | INF740K01094 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 23.2 |
Standard Deviation (5yr) | 20.3 |
Beta (3yr) | 0.97 |
Beta (5yr) | 0.96 |
Sharpe Ratio (3yr) | 0.579 |
Sharpe Ratio (5yr) | 0.336 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Equity Opportunities Fund (Growth) | 9,45,068 | 2,12,456 | 10.4% | |
| 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
Compare DSP Equity Opportunities Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 10,129 cr | ||
₹ 4,641 cr | ||
₹ 15,261 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr |
About the AMC
DSP Investment Managers Private Limited
DSP Investment Managers Private Limited manages assets worth 119,353 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,172 debt and 21 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
29% | 13.6% | ||
28.8% | 13.3% | ||
28.8% | 13.3% | ||
38.2% | 15.9% | ||
5.2% | 9.2% |
DSP Equity Opportunities Fund (G) Review
DSP Equity Opportunities Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 16.8% over a period of 22 years. The fund was previously known as DSP Equity Opp Reg Gr. The fund is managed by DSP Investment Managers Private Limited. The fund manager’s name is null.
Nav of DSP Equity Opportunities Fund (G) as of 3/31/2023 is ₹351.75 with the total AUM as of 4/1/2023 is ₹7110.57. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity Opportunities Fund (G) 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 (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 IISL Nifty LargeMidcap 250 TR INR.
DSP Equity Opportunities Fund (G) is rated as a 2 fund in Equity and delivered 2.6% 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 Neutral 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 1.87% for regular plan.