DSP Equity Opportunities (Equity, Equity Large & Midcap)

Moderately High
18 yrs 8 monthsStarted on:16 May 2000
₹ 5549.53 Cras on: 13 Dec 2018
Long Term Horizon
2.11%
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

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Tenure

TenureReturns (CAGR)
1 Month1.72
2 YR10.92
3 YR13.08

SIP Returns

TenureReturns (CAGR)
2 YR0.5
3 YR7.23
5 YR11.11
10 YR13.95

Portfolio

Company Name% Assets
ICICI Bank Ltd.8.56
HDFC Bank Ltd.7.86
State Bank of India4.16
Reliance Industries Ltd.3.31
Larsen & Toubro Ltd.3.24
Bharat Financial Inclusion Ltd.3.21
HCL Technologies Ltd.2.92
Infosys Ltd.2.86
ACC Ltd.2.54
Kansai Nerolac Paints Ltd.1.85

Top Sectoral Holdings

Sector Name% Assets
Financial34.59
Construction11.08
Technology9.89
Energy8.51
Healthcare7.75
Chemicals5.07
FMCG4.66
Automobile3.42
Metals3.21
Engineering2.74

Indicators

LabelValue
Portfolio turnover ratio105
Standard Deviation17.15%
Beta1.09%
Sharpe Ratio0.35

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

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