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  • DSP Equity Opportunities Fund (Growth)

Formerly DSP Equity Opp Reg Gr

DSP Mutual Funds

DSP Equity Opportunities Fund (Growth)

EquityLarge & Mid Cap

375.478

NAV (Nov 30)

10.6%
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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Large & Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

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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

375.478

NAV (Nov 30)

Fund Returns

Last 1Y

8.2%

Last 3Y

16.9%

Last 5Y

10.6%

Last 10Y

15.6%

Since Inception

17.4%

6 Month CAGR

15.4%

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

1.88

Launched (22y ago)

May 16, 2000

AUM in Crores

7267.935

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)

0.604

Sharpe Ratio (5yr)

0.361

YTM

0

Fund Managers

Jay Kothari

Fund Manager

Rohit Singhania

Fund Manager

Charanjit Singh

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-11-30

Top Stock Holdings

icici bank ltd

7.6%
7.6%

hdfc bank ltd

6.4%
6.4%

infosys ltd

5%
5%

axis bank ltd

4.3%
4.3%

sbi life insurance company limited

2.9%
2.9%
See all holdings

Allocation by Sector

financial services

35.1%
35.1%

consumer cyclical

11.7%
11.7%

basic materials

9.9%
9.9%

technology

9.3%
9.3%

industrials

8.9%
8.9%
See all sectors

Compare DSP Equity Opportunities Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 125,326 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,164 debt and 26 hybrid funds.

amc-img

  • 022-66578000
  • service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.4%

    14.5%

    18.2%

    14.2%

    18.2%

    14.2%

    21.1%

    16.3%

    13.2%

    14.4%

    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 17.4% 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 managers are Charanjit Singh, Jay Kothari, Rohit Singhania.

    Nav of DSP Equity Opportunities Fund (G) as of 11/30/2022 is ₹375.48 with the total AUM as of 12/1/2022 is ₹7267.935. 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 8.2% 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)?

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

    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 1.88% for regular plan.