DSP Equity Opportunities Fund (Equity, Equity Large & Midcap)

Moderately High
19 yrs 4 monthsStarted on:16 May 2000
₹ 5157.16 Cras on: 22 Aug 2019
Long Term Horizon
1.96%
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 YR0.22
3 YR6.09

SIP Returns

TenureReturns (CAGR)
3 YR0.4
5 YR6.19
10 YR11.45

Portfolio

Company Name% Assets
ICICI Bank Ltd.9.54
HDFC Bank Ltd.6.16
Axis Bank Ltd.5.46
Kotak Mahindra Bank Ltd.3.03
Indusind Bank Ltd.2.5
HCL Technologies Ltd.2.38
Alkem Laboratories Ltd.2.33
Larsen & Toubro Ltd.2.28
Kansai Nerolac Paints Ltd.2.27
State Bank of India2.21

Top Sectoral Holdings

Sector Name% Assets
Financial34.71
Healthcare8.91
Technology8.13
Construction7.62
Chemicals7.36
FMCG6.28
Energy6.02
Services3.07
Engineering2.98
Automobile2.6

Indicators

LabelValue
Portfolio turnover ratio132
Standard Deviation14.32%
Beta1.01%
Sharpe Ratio0.14

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