Insights of DSP Equity Opportunities Fund

Mutual Fund

DSP Equity Opportunities Fund is an open-ended equity fund which mostly invests in large and mid-cap stocks. The AUM of this fund is Rs.5, 416.1cr. (As on 28th February 2019). The benchmark of DSP Equity Opportunities Fund is NIFTY 500 TRI. DSP Equity Opportunities Fund is managed by Mr. Rohit Singhania and Mr. Jay Kothari. As this is an equity fund this fund has moderately high risk.

DSP Equity opportunities Fund have giving good returns over the years. The last three, five and ten years return of this fund is 15.29%, 16.90% and 18.05% which is very good. The expense ratio for DSP Equity opportunities Fund regular plan is 2.06%. This fund was launched on 16th May 2000. You also can start a DSP Equity opportunities Fund SIP with the minimum amount of Rs.500. There are two options available when you will invest in this fund one is DSP Equity opportunities Fund growth, DSP Equity opportunities Fund dividend. It is advisable to invest in DSP Equity opportunities Fund regular growth for a better return. DSP Equity Opportunities Fund has 97.51% asset in Indian stocks of which 52.18% is in large-cap stocks, 37.14% in mid-cap stocks and 7.96% is in small-cap stocks.

DSP Equity Opportunities Mutual Fund is best for those investors who want to invest money for long tenure (at least 3-4 years) and also for high returns. But, there is some risk involved with this fund so investor also should be ready for moderate losses in their investments.

The primary investment objective of DSP Equity opportunities Fund is to seek and generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related investments of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction.

There is no assurance that the investment objective of the Scheme will be realized.

Top 10 holdings of DSP Equity opportunities Fund (03/04/2019)

S.No.Name of HoldingNet Assets (%)
1ICICI Bank Limited8.94
2HDFC Bank Limited7.26
3Axis Bank Limited4.26
4Infosys Limited3.31
5State Bank of India3.01
6Larsen & Toubro Limited2.82
7ACC Limited2.74
8Bharat Financial Inclusion Limited2.71
9Reliance Industries Limited2.39
10HCL Technologies Limited2.37

Top 5 sectors of DSP Equity opportunities Fund (03/04/2019)

S.No.Name of HoldingNet Assets (%)
1Bank – Private25.32
2IT – Software10.67
3Pharmaceuticals and Drugs6.86
4Engineering – Construction4.03
5Refineries3.85

DSP Equity opportunities Fund

  • AUM Size- Rs. 5416cr. (28th February 2019)
  • Expense Ratio- 2.06% (28th February 2019)
  • Launch Date- 16th May 2000
  • Benchmark- NIFTY 500 TRI
  • Risk- Moderately High
  • Return Since Launch- 17.82%

Performance

1-Year3-Year5-Year10-Year
Fund2.915.2916.918.05
S&P BSE 500 TRI7.815.9514.3716.73
Category1.6914.0415.9417.51
Rank within Category11854
Number of funds in category22201817

As on Apr 03, 2019

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