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

Moderately High
19 yrs 9 monthsStarted on:16 May 2000
₹ 5588.64 Cras on: 21 Jan 2020
Long Term Horizon
1.95%
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)
YTD2.46
1 Month2.85
3 Month5.80
1 YR15.72
2 YR1.69
3 YR11.43

SIP Returns

TenureReturns (CAGR)
1 YR19.13
2 YR10.51
3 YR8.39
5 YR10.77
10 YR13.51

Portfolio

Company Name% Assets
ICICI Bank Ltd.6.85
HDFC Bank Ltd.6.81
Infosys Ltd.4.45
Axis Bank Ltd.4.35
Bharti Airtel Ltd.4.34
State Bank of India3.97
Reliance Industries Ltd.3.22
Kansai Nerolac Paints Ltd.2.64
Coromandel International Ltd.2.62
Bharat Petroleum Corpn. Ltd.2.4

Top Sectoral Holdings

Sector Name% Assets
Financial33.17
Energy12.04
Construction8.91
Chemicals8.07
Technology6.56
Communication5.44
Healthcare5.3
FMCG4.09
Cons Durable3.77
Engineering3.25

Indicators

LabelValue
Portfolio turnover ratio121
Standard Deviation14.11%
Beta0.96%
Sharpe Ratio0.49

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