DSP BlackRock Opportunities Fund (Equity, Multi Cap)

Moderately High
18 yrs 1 monthsStarted on:16 May 2000
₹ 5559.95 Cras on: 22 May 2018
Long Term Horizon
2.32%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.

Exit Load

Holding Period < 12 months: 1%; Holding Period >= 12 months: Nil

Scheme Documents

Similar Funds
BSL Special Situations Fund
Return (CAGR) 9.59%
Crisil Ranking NA
Value Research
HDFC Capital Builder Fund
Return (CAGR) 14.83%
Crisil Ranking 2
Value Research
SBI Magnum Multiplier Fund
Return (CAGR) 14.65%
Crisil Ranking 3
Value Research
Franklin India FLEXI CAP FUND
Return (CAGR) 16.90%
Crisil Ranking 3
Value Research
Axis Focused 25 Fund
Return (CAGR) 18.41%
Crisil Ranking 2
Value Research
DSP BlackRock Equity Fund
Return (CAGR) 20.17%
Crisil Ranking 3
Value Research NA
Principal Dividend Yield Fund
Return (CAGR) 12.93%
Crisil Ranking NA
Value Research
RELIANCE EQUITY OPPORTUNITIES FUND
Return (CAGR) 18.21%
Crisil Ranking 4
Value Research
UTI-Bluechip Flexicap Fund
Return (CAGR) 10.81%
Crisil Ranking 4
Value Research
ICICI Prudential Top 100 Fund
Return (CAGR) 18.90%
Crisil Ranking 2
Value Research
Baroda Pioneer Growth Fund - Plan A
Return (CAGR) 16.72%
Crisil Ranking 4
Value Research
Motilal Oswal MOSt Focused Multicap 35 Fund
Return (CAGR) 26.89%
Crisil Ranking 2
Value Research

Tenure

TenureReturns (CAGR)
1 YR9.20
2 YR21.04
3 YR13.47

SIP Returns

TenureReturns (CAGR)
2 YR10.86
3 YR14.2
5 YR16.96
10 YR16.09

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.45
ICICI Bank Ltd.4.29
Tata Steel Ltd.3.24
Yes Bank Ltd.3.21
State Bank of India2.9
HCL Technologies Ltd.2.7
Infosys Ltd.2.49
Divi's Laboratories Ltd.2.44
Reliance Industries Ltd.2.17
Bharat Financial Inclusion Ltd.2.05

Top Sectoral Holdings

Sector Name% Assets
Financial32.05
Construction12.01
Automobile9.1
Energy8.83
Healthcare7.17
Technology5.56
Metals5.27
Chemicals4
Cons Durable3.13
FMCG2.96

Indicators

LabelValue
Portfolio turnover ratio88
Standard Deviation15.7%
Beta1.07%
Sharpe Ratio0.75

Rohit Singhania,Jay Kothari

Mr. Singhania is an MMS.Mr. Kothari is a BMS and MBA from Mumbai University .
Prior to joining DSPBR AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.

Other Funds Managed by Rohit Singhania,Jay Kothari

© CRISIL Limited 2017. All Rights Reserved