DSPBR Equity Opportunities (Equity, Equity Large & Midcap)

Moderately High
18 yrs 5 monthsStarted on:16 May 2000
₹ 5946.61 Cras on: 19 Sep 2018
Long Term Horizon
2.20%
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)
3 Month1.70
1 YR0.21
2 YR10.65
3 YR13.92

SIP Returns

TenureReturns (CAGR)
2 YR6.59
3 YR11.85
5 YR14.5
10 YR15.49

Portfolio

Company Name% Assets
ICICI Bank Ltd.7.78
HDFC Bank Ltd.5.13
State Bank of India4.87
Infosys Ltd.3.12
HCL Technologies Ltd.2.94
Larsen & Toubro Ltd.2.69
Yes Bank Ltd.2.68
Bharat Financial Inclusion Ltd.2.56
Tata Steel Ltd.2.24
ITC Ltd.2.19

Top Sectoral Holdings

Sector Name% Assets
Financial34.85
Construction11.91
Energy7.94
Automobile6.76
Technology6.21
Healthcare5.37
Metals5.13
FMCG4.75
Chemicals4.19
Engineering3.26

Indicators

LabelValue
Portfolio turnover ratio80
Standard Deviation15.88%
Beta1.1%
Sharpe Ratio0.59

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

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