Scheme Overview
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: 1.72% As on ( 31-10-2024) |
Status: Open Ended for subscription |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 14,485.57 Cr As on ( 30-09-2024) |
Turn over: 42 |
606.382
-5.05 ( -0.8335% )
18.24%
NIFTY LARGE MIDCAP 250 TRI16.64%
PERFORMANCE of DSP Equity Opportunities Fund-Regular Plan - Growth
Scheme Performance (%) Data as on - 08-11-2024
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
DSP Equity Opportunities Fund-Regular Plan - Growth | 41.66 | 17.41 | 21.36 | 15.94 | 18.24 |
NIFTY LARGE MIDCAP 250 TRI | 36.42 | 17.59 | 22.9 | 16.33 | 16.64 |
Equity: Large and Mid Cap | 37.05 | 16.47 | 21.54 | 15.13 | 15.89 |
Yearly Performance (%)
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 | 1.0 | 0.76 | 0.96 | - | - |
Equity: Large and Mid Cap | - | - | - | - | - | - |
PEER COMPARISION of DSP Equity Opportunities Fund-Regular Plan - Growth
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 | 41.66 | 28.31 | 17.41 | 21.36 | 15.94 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 05-10-2019 | 49.92 | 37.14 | 23.32 | 25.33 | 0.0 |
Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 45.61 | 30.45 | 19.15 | 20.72 | 15.7 |
BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 44.44 | 31.22 | 21.5 | 23.67 | 15.88 |
Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 42.53 | 28.38 | 18.07 | 21.64 | 12.8 |
HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 42.3 | 29.11 | 17.41 | 21.32 | 0.0 |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 41.95 | 30.05 | 19.03 | 23.98 | 14.29 |
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option | 04-09-2020 | 41.59 | 26.64 | 16.65 | 0.0 | 0.0 |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 40.74 | 24.64 | 15.43 | 19.56 | 0.0 |
Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 39.36 | 26.92 | 20.89 | 25.99 | 19.11 |