DSP Equity Opportunities Fund-Regular Plan - Growth

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

Category: Equity: Large and Mid Cap
Launch Date: 05-05-2000
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
Expense Ratio: 1.91% As on (31-01-2021)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 5,373.48 Cr As on (31-01-2021)
Turn over: 96.00
NAV as on 03-03-2021

302.694

5.06 (1.6703%)

CAGR Since Inception

17.81%

NIFTY LARGE MIDCAP 250 TRI 15.67%

PERFORMANCE of DSP Equity Opportunities Fund-Regular Plan - Growth

Scheme Performance (%) Data as on - 03-03-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Equity Opportunities Fund-Regular Plan - Growth 32.47 11.62 17.3 13.8 17.81
NIFTY LARGE MIDCAP 250 TRI 41.55 12.91 18.17 14.38 15.67
Equity: Large and Mid Cap 32.49 10.65 15.86 13.75 17.17

Yearly Performance (%)

Nav Movement

Fund Managers

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 15.3 1.06 1.18 1.06 - -
Equity: Large and Mid Cap - - - - - -

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

Period
Data as on - 03-03-2021
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 05-05-2000 32.47 21.13 11.62 17.3 13.8
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 01-07-2010 42.82 27.58 17.61 22.87 23.07
UTI - Core Equity Fund - Regular Plan - Growth Option 01-08-2005 42.02 17.83 8.63 13.35 11.43
HDFC Growth Opportunities Fund - Regular Growth Plan 18-02-1994 41.48 20.39 12.09 14.68 9.86
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - Growth 30-12-2019 39.25 0.0 0.0 0.0 0.0
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 38.29 21.7 10.54 16.03 14.05
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 37.76 17.09 9.53 12.62 12.78
Axis Growth Opportunities Fund - Regular Plan - Growth 05-10-2018 36.4 25.55 0.0 0.0 0.0
Tata Large & Mid Cap Fund- Regular Plan - Growth 31-03-1993 36.09 23.63 13.82 15.96 14.33
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 35.72 18.7 10.24 14.8 12.42

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

Asset Allocation (%)