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

Moderately High
19 yrs 6 monthsStarted on:16 May 2000
₹ 5488.64 Cras on: 18 Oct 2019
Long Term Horizon
1.94%
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)
YTD7.93
1 Month7.82
3 Month5.16
1 YR14.29
2 YR2.97
3 YR8.26

SIP Returns

TenureReturns (CAGR)
1 YR13.62
2 YR5.18
3 YR6.44
5 YR9.57
10 YR13.01

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.42
ICICI Bank Ltd.9.37
Axis Bank Ltd.5.03
Reliance Industries Ltd.3.99
Larsen & Toubro Ltd.2.89
Kansai Nerolac Paints Ltd.2.81
Kotak Mahindra Bank Ltd.2.72
Coromandel International Ltd.2.31
Alkem Laboratories Ltd.2.21
City Union Bank Ltd.2.18

Top Sectoral Holdings

Sector Name% Assets
Financial36.51
Energy12.5
Construction8.55
Chemicals8.42
Healthcare6.91
Technology6.24
FMCG4.25
Services3.2
Cons Durable3.14
Engineering2.78

Indicators

LabelValue
Portfolio turnover ratio133
Standard Deviation14.61%
Beta0.96%
Sharpe Ratio0.23

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