DSP Equity Opportunities Fund-Regular Plan - Growth

(Erstwhile DSP BlackRock Opportunities Fund-Regular Plan - Growth)

Category: Equity: Large and Mid Cap
Launch Date: 16-05-2000
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.7% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 13,983.48 Cr As on (31-12-2024)
Turn over: 42
NAV as on 14-01-2025

576.676

7.25 (1.2577%)

CAGR Since Inception

17.85%

NIFTY Large Midcap 250 TRI 16.23%

PERFORMANCE of DSP Equity Opportunities Fund-Regular Plan - Growth

Scheme Performance (%) Data as on - 14-01-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Equity Opportunities Fund-Regular Plan - Growth 17.46 16.21 19.23 15.03 17.85
NIFTY LARGE MIDCAP 250 TRI 14.06 15.74 21.18 15.44 16.23
Equity: Large and Mid Cap 15.03 14.04 19.38 14.06 14.29

Yearly Performance (%)

Nav Movement

Fund Managers

Rohit Singhania, Jay Kothari, Charanjit Singh

Investment Objective

The scheme seeking to generate long term appreciation and whose secondary objective is income generation and the distribution of dividend from a portfolio constituted of equity and equity related securities concentrating on the investment focus of the scheme. The aim of this scheme is to strongly outperform plain vanilla equity funds which are far more diversified in their portfolio weightage, to minimise risk.

RETURNS CALCULATOR for DSP Equity Opportunities Fund-Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of DSP Equity Opportunities Fund-Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Equity Opportunities Fund-Regular Plan - Growth 12.87 0.88 2.03 0.95 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of DSP Equity Opportunities Fund-Regular Plan - Growth

Period
Data as on - 14-01-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 17.46 25.03 16.21 19.23 15.03
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 28.18 36.27 21.52 23.79 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 24.32 30.23 17.33 19.42 15.08
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 23.28 28.53 14.75 19.14 0.0
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 19.51 27.52 17.54 21.35 13.44
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 19.4 25.27 12.9 17.66 0.0
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 17.98 25.88 14.29 0.0 0.0
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 17.8 28.73 18.97 21.29 15.15
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 17.77 22.03 11.73 19.28 15.49
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 17.42 26.92 16.32 19.5 11.92

PORTFOLIO ANALYSIS of DSP Equity Opportunities Fund-Regular Plan - Growth

Asset Allocation (%)