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

Moderately High
19 yrs 7 monthsStarted on:16 May 2000
₹ 5631.03 Cras on: 09 Dec 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)
YTD9.68
1 Month0.11
3 Month9.53
1 YR13.42
2 YR1.32
3 YR10.79

SIP Returns

TenureReturns (CAGR)
1 YR13.11
2 YR6.62
3 YR6.48
5 YR9.61
10 YR13

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.43
ICICI Bank Ltd.7.2
Axis Bank Ltd.4.72
State Bank of India4.65
Infosys Ltd.4.59
Bharti Airtel Ltd.3.9
Reliance Industries Ltd.3.48
Kansai Nerolac Paints Ltd.2.64
Bharat Petroleum Corpn. Ltd.2.49
Coromandel International Ltd.2.43

Top Sectoral Holdings

Sector Name% Assets
Financial37.63
Energy12.32
Construction8.03
Chemicals7.86
Technology6.69
Healthcare5.37
Communication5.09
Cons Durable3.47
FMCG3.22
Automobile2.69

Indicators

LabelValue
Portfolio turnover ratio128
Standard Deviation14.25%
Beta0.97%
Sharpe Ratio0.41

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