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: 1.74% As on ( 31-05-2024)
Status: Open Ended for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 11,991.26 Cr As on ( 31-05-2024)
Turn over: 42
NAV as on 14-06-2024

581.505

5.05 ( 0.8681% )

CAGR Since Inception

18.37%

NIFTY LARGE MIDCAP 250 TRI

16.86%

PERFORMANCE of DSP Equity Opportunities Fund-Regular Plan - Growth

Scheme Performance (%) Data as on - 14-06-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Equity Opportunities Fund-Regular Plan - Growth 50.94 20.78 21.42 17.26 18.37
NIFTY LARGE MIDCAP 250 TRI 45.82 22.01 22.46 17.43 16.86
Equity: Large and Mid Cap 45.63 21.52 21.17 16.57 17.59

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)

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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 1.01 2.57 0.9 - -
Equity: Large and Mid Cap - - - - - -

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

Period :
Data as on - 14-06-2024
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 50.94 36.49 20.78 21.42 17.26
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 68.1 42.48 28.52 28.56 21.84
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 56.98 41.33 24.97 22.31 16.45
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 54.32 38.02 22.73 20.61 16.83
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 53.97 44.88 26.05 0.0 0.0
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 51.71 38.14 22.53 21.47 0.0
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 50.28 36.41 22.75 21.78 15.24
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 49.89 36.03 23.29 20.51 14.34
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 49.58 37.72 25.4 23.46 15.04
Kotak Equity Opportunities Fund - Growth 05-09-2004 48.08 36.95 23.63 22.42 17.92

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

Asset Allocation (%)

Contact us

NEO TOWER, H. NO. 1048 B,
PLOT NO. 408 , TIRANGA CHOWK, TUNDI ROAD,
GIRIDIH, JHARKHAND - 815301

06532-222222 , 8051588888

support@neowealth.in

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