DSP Equity Opportunities Direct Plan-Growth

Item: DSP Equity Opportunities Direct Plan-Growth
Rating: 4
Author: Morningstar

Equity Large & MidCap

NAV

₹221.4540

as on 19 Aug 2019 09:30 PM

₹1.1440(0.52%)

Last Change

Scheme Ratings

rated by Morningstar

rated by CRISIL

rated by Value Research

Large & MidCap

Rankings based on | as on Invalid date

Schemes Managed By

Rohit Singhania

Fund Manager

Investment Performance

would have given a returns of

₹110,871

₹121,647

₹121,289

₹126,591

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹26,591

Profit (absolute return)

26.59%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

0.21%

In the last 6 months

5.53%

In the last 1 year

4.75%

In the last 3 years

26.59%

In the last 5 years

78.86%

In the last 10 years

Absolute Returns

CAGR

Scheme Riskometer

low

moderately low

moderate

moderately high

high

Investors understand that their principal will be at moderately high risk

Scheme Information

DSP Equity Opportunities Direct Plan-Growth

as of 19 Aug 2019 09:30 PM

₹5,157.16 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 1% if redeemed less than 12 months

0.98%

Expense Ratio

Plan

Growth

5.98%

Cash Holding

Benchmark

NIFTY 500 Total Return Index

Scheme Document

View

Benchmark

NIFTY 500 Total Return Index

Exit Load

Exit load of 1% if redeemed less than 12 months

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Jul 2019

Sort By

Value

Sector

Financial

34.71%

₹1,790.05 Cr

Healthcare

8.91%

₹459.50 Cr

Technology

8.13%

₹419.28 Cr

Construction

7.62%

₹392.98 Cr

Chemicals

7.36%

₹379.57 Cr

FMCG

6.28%

₹323.87 Cr

Energy

6.02%

₹310.46 Cr

Cash Holding

5.98%

₹308.40 Cr

Services

3.07%

₹158.32 Cr

Engineering

2.98%

₹153.68 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Jul 2019

Sort By

Value

Sector

Financial

34.71%

₹1,790.05 Cr

Healthcare

8.91%

₹459.50 Cr

Technology

8.13%

₹419.28 Cr

Construction

7.62%

₹392.98 Cr

Chemicals

7.36%

₹379.57 Cr

FMCG

6.28%

₹323.87 Cr

Energy

6.02%

₹310.46 Cr

Cash Holding

5.98%

₹308.40 Cr

Services

3.07%

₹158.32 Cr

Engineering

2.98%

₹153.68 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Jul 2019

Sort By

Value

Company

ICICI Bank Ltd.

9.54%

₹491.99 Cr

HDFC Bank Ltd.

6.16%

₹317.68 Cr

Others

5.98%

₹308.40 Cr

Axis Bank Ltd.

5.46%

₹281.58 Cr

Kotak Mahindra Bank Ltd.

3.03%

₹156.26 Cr

Indusind Bank Ltd.

2.50%

₹128.93 Cr

HCL Technologies Ltd.

2.38%

₹122.74 Cr

Alkem Laboratories Ltd.

2.33%

₹120.16 Cr

Larsen & Toubro Ltd.

2.28%

₹117.58 Cr

Kansai Nerolac Paints Ltd.

2.27%

₹117.07 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Jul 2019

Sort By

Value

Company

ICICI Bank Ltd.

9.54%

₹491.99 Cr

HDFC Bank Ltd.

6.16%

₹317.68 Cr

Others

5.98%

₹308.40 Cr

Axis Bank Ltd.

5.46%

₹281.58 Cr

Kotak Mahindra Bank Ltd.

3.03%

₹156.26 Cr

Indusind Bank Ltd.

2.50%

₹128.93 Cr

HCL Technologies Ltd.

2.38%

₹122.74 Cr

Alkem Laboratories Ltd.

2.33%

₹120.16 Cr

Larsen & Toubro Ltd.

2.28%

₹117.58 Cr

Kansai Nerolac Paints Ltd.

2.27%

₹117.07 Cr

View All

Funds in this Category

This fund's returns:

8.18%

Return Duration

3 Years

Mirae Asset Emerging Bluechip Fund Direct-Growth

Sundaram Large and Mid Cap Fund Direct-Growth

Invesco India Growth Opportunities Fund Direct-Growth

LIC MF Large & Mid Cap Fund Direct-Growth

Canara Robeco Emerging Equities Fund Direct-Growth

About DSP Equity Opportunities Direct Plan-Growth

DSP Equity Opportunities Direct Plan-Growth is a Equity mutual fund scheme from DSP Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Rohit Singhania. It has an AUM of ₹5,157.16 Crores and the latest NAV decalared is ₹221.454 as on 19 Aug 2019 at 9:30 pm.

DSP Equity Opportunities Direct Plan-Growth scheme return performance in last 1 year is -4.75%, in last 3 years is 26.59% and 139.66% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Objective

The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.

Scheme Details