- Mutual Funds
- DSP Mutual Funds
- DSP Equity Opportunities Fund (RIDCW-A)
Formerly DSP Equity Opp Reg DR
DSP Equity Opportunities Fund (RIDCW-A)
₹ 32.15
NAV (Sep 22)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 32.15
NAV (Sep 22)
Fund Returns
Last 1Y | 16.9% |
Last 3Y | 24.2% |
Last 5Y | 13.9% |
Last 10Y | 16.4% |
Since Inception | 17.2% |
6 Month CAGR | 23% |
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 | 1.78 |
Launched (23y ago) | May 16, 2000 |
AUM in Crores | 8869.423 |
ISIN | INF740K01086 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.3 |
Standard Deviation (5yr) | 20 |
Beta (3yr) | 0.91 |
Beta (5yr) | 0.96 |
Sharpe Ratio (3yr) | 1.194 |
Sharpe Ratio (5yr) | 0.428 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Equity Opportunities Fund (RIDCW-A) | 10,34,259 | 3,01,647 | 13.9% | |
| 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
6.1%hdfc bank ltd
4.2%axis bank ltd
4%treps / reverse repo investments / corporate debt repo
3.9%state bank of india
3.2%Allocation by Sector
financial services
30.9%consumer cyclical
14%basic materials
12.2%healthcare
8.7%industrials
7.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
DSP Investment Managers Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
26.2% | 14.6% | ||
26% | 14.3% | ||
26% | 14.3% | ||
40.9% | 17.1% | ||
8.2% | 8.5% |
DSP Equity Opportunities Fund (RIDCW-A) Review
DSP Equity Opportunities Fund (RIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 17.2% over a period of 23 years. The fund was previously known as DSP Equity Opp Reg DR. 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 (RIDCW-A) as of 9/22/2023 is ₹32.15 with the total AUM as of 9/23/2023 is ₹8869.423. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity Opportunities Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 IISL Nifty LargeMidcap 250 TR INR.
DSP Equity Opportunities Fund (RIDCW-A) is rated as a 2 fund in Equity and delivered 16.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Equity Opportunities Fund (RIDCW-A).
Frequently Asked Questions
What is DSP Equity Opportunities Fund (RIDCW-A)?
How to invest in DSP Equity Opportunities Fund (RIDCW-A)?
You can invest in DSP Equity Opportunities Fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for DSP Equity Opportunities Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is DSP Equity Opportunities Fund (RIDCW-A) good to invest in?
As per Scripbox experts, DSP Equity Opportunities Fund (RIDCW-A) is a Neutral fund. You can investDSP Equity Opportunities Fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the DSP Equity Opportunities Fund (RIDCW-A) is 1.78% for regular plan.