DSP Equity Opportunities (Equity, Equity Large & Midcap)

Moderately High
18 yrs 10 monthsStarted on:16 May 2000
₹ 5439.3 Cras on: 22 Feb 2019
Long Term Horizon
2.08%
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)
2 YR4.87
3 YR15.42

SIP Returns

TenureReturns (CAGR)
3 YR4.03
5 YR8.79
10 YR12.79

Portfolio

Company Name% Assets
ICICI Bank Ltd.8.66
HDFC Bank Ltd.7.24
Axis Bank Ltd.3.78
State Bank of India3.53
Infosys Ltd.3.42
Larsen & Toubro Ltd.2.85
Bharat Financial Inclusion Ltd.2.65
ACC Ltd.2.53
Reliance Industries Ltd.2.25
HCL Technologies Ltd.2.01

Top Sectoral Holdings

Sector Name% Assets
Financial35.46
Technology10.3
Construction9.76
Energy8.02
Healthcare7.91
Chemicals4.96
FMCG4.61
Engineering3.47
Metals3.44
Automobile2.93

Indicators

LabelValue
Portfolio turnover ratio109
Standard Deviation16.81%
Beta1.1%
Sharpe Ratio0.46

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