DSPBR Equity Opportunities (Equity, Equity Large & Midcap)

Moderately High
18 yrs 7 monthsStarted on:16 May 2000
₹ 5325.76 Cras on: 13 Nov 2018
Long Term Horizon
2.11%
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)
1 Month2.07
2 YR8.59
3 YR11.98

SIP Returns

TenureReturns (CAGR)
3 YR6.69
5 YR11.02
10 YR13.98

Portfolio

Company Name% Assets
ICICI Bank Ltd.7.89
HDFC Bank Ltd.5.88
State Bank of India4.72
HCL Technologies Ltd.4.63
Infosys Ltd.3.33
Bharat Financial Inclusion Ltd.2.8
Larsen & Toubro Ltd.2.72
Tata Steel Ltd.2.41
Bajaj Finance Ltd.2.19
Hindustan Petroleum Corpn. Ltd.2.08

Top Sectoral Holdings

Sector Name% Assets
Financial32.72
Technology11.6
Construction10.09
Energy7.63
Healthcare7.39
Automobile5.1
Chemicals4.66
Metals3.68
FMCG3.5
Engineering3.18

Indicators

LabelValue
Portfolio turnover ratio98
Standard Deviation17.11%
Beta1.08%
Sharpe Ratio0.32

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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