Invest in DSP Equity Opportunities Fund: Growth Potential

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DSP Equity Opportunities Fund

Benchmark: NIFTY LargeMidcap 250 (TRI)

4.78 lakh people have invested in this fund

LumpsumMonthly SIPView performance details

Return:

Annualized

Absolute

This fund

18.00%

NIFTY LargeMidcap 250 (TRI)

14.30%

NIFTY 50 TRI

14.15%

team 4.78 lakh people have invested in this fund as of

Total AUM

₹13,983.48 crores
as of Dec 31, 2024

Age of Fund

12 years 1 month since Jan 01, 2013

Expense Ratio

0.71%
as of Jan 31, 2025

Exit Load

1%
upto 12 Months

Ideal holding period

10 Years+

Portfolio

Current Allocation

as of Dec 31, 2024

Equity 95.97%
Debt / cash 3.75%

Equity
Debt / Cash

Top holdings

ICICI Bank Limited

4.92%

HDFC Bank Limited

4.88%

Axis Bank Limited

3.49%

Kotak Mahindra Bank Limited

3.20%

State Bank of India

2.61%

Allocation by Market Cap

Large Cap

51.80%

Mid Cap

37.40%

Small Cap

11.00%

Top Sectors

Banks

21.55%

Pharmaceuticals & Biotechnology

9.63%

It - Software

7.50%

Finance

6.76%

Auto Components

6.21%

See all 73 holdings

Top holdings

No Data to display

Top holdings

TREPS / Reverse Repo Investments

3.75%

Cash & cash equivalents

0.28%

Credit rating profile

Cash & Equivalent

101.30%

Instrument break-up

TREPS

100.00%

See 1 holding

Indicators

Portfolio turnover ratio

0.42 last 12 months

Standard Deviation

13.79 %

Sharpe Ratio

0.91

Beta

0.95

R-Squared

92.78 %

Compare Performance

Performance highlights over last

for

investment

Cumulative returns on

Annual returns

Current value

Min CAGR:

MedianCAGR:

Max CAGR:

Good Returns

Negative Returns

vs Category

vs Benchmark

Historical Returnsas of with investment of₹10,000
As per SEBI format
As per IDCW history

	This fund		NIFTY LargeMidcap 250 (TRI) ^{^}		NIFTY 50 TRI ^#
	CAGR	Current Value	CAGR	Current Value	CAGR	Current Value

Income distribution Cum Capital Withdrawal (IDCW) Distributed

Record Date	IDCW per unit	NAV Before	NAV After

Chart type

Graph viewTable view

Invested as

Invested Amount

₹

Invested since

This fund

NIFTY LargeMidcap 250 …

NIFTY 50 TRI

Gold

PPF

	Funds	Annual returns	Current Value	Absolute Growth	IDCW paid

Chart type:

Returns RangesStatistics

Invested Amount

₹

Invested period

Funds	Minimum	Median	Maximum	% times -ve returns	% times returns > 7%

Date of allotment: Jan 01, 2013.

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of Direct Plan.

Since inception returns have been calculated from the date of allotment till June 30, 2021

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Rolling returns have been calculated based on returns from regular plan growth option.

^ Fund Benchmark # Additional Benchmark

Scheme disclaimers

Fund Details

Things to know before you invest

What is in DSP Equity Opportunities Fund?

DSP Equity Opportunities Fund invests in a prudent mix of established (large sized) as well as emerging (mid sized) companies.
It aims to invest ~70% in companies offering potentially superior risk-reward outcomes & available at valuations providing sufficient margin of safety while ~30% or less is invested in stocks with strong growth & profitability metrics that may not meet the margin of safety criterion.
Fund will have minimum 35% exposure to Largecaps & Midcaps respectively.

Why should one invest in DSP Equity Opportunities Fund?

Offers the chance to grow your wealth by owning high growth-potential companies at fair prices.
Get flavor of Large & Midcap in 1 fund.
Can help you beat the impact of rising prices over the long-term.
Can be a suitable choice for your core portfolio.

Who should invest in DSP Equity Opportunities Fund?

Consider this fund if you
- Want to build wealth over the long-term.
- Have the patience & mental resilience to remain invested for a decade or more.
- Recognize market falls as good opportunities to invest even more.
- Accept that equity investing means exposure to risk.

Rethink before you invest

Equity Opportunities fund carries Very High Risk.
Expect short term return fluctuations, especially during periods of market ups & downs.
In the past, there has been an occasion where this fund's NAV fell by more than 57% in 1 year.

Fund managers:

Rohit Singhania

Total work experience of 24 years. Managing this fund since June 2015.

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Total work experience of 24 years. Managing this fund since June 2015.

arrow_forwardSee funds managed by him

arrow_forwardSee his investing philosophy

Rohit is a Research Analyst focusing on sectors like Auto, Auto Ancillaries, Metals, Infrastructure, Sugar and Hotels. He is the Co-Fund Manager for DSP India T.I.G.E.R. Fund since June 2010. Rohit joined DSP Asset Managers in September 2005, as Portfolio Analyst for the firm's Portfolio Management Services (PMS) division. He was transferred to the Institutional Equities Team of DSP Asset Managers in June 2009. Previously, he was with HDFC Securities Limited as a part of its Institutional Equities Research Desk. He spent 13 months at HDFC Securities as Sr. Equity Analyst.

Sr. No.	Scheme Name	Managing since	Period
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement Different plans shall have a different expense structure. The performance details provided herein are of regular plan. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Sr. No.

Scheme Name

Managing since

Period

1 Years

3 Years

5 Years

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Investment Objective

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities 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

Fund Type

Equity – Diversified

Large & Mid-cap

Large & Mid Cap Fund - An open ended equity scheme investing in both large cap and mid cap stocks

Riskometer

Level of Risk in the fund

View details

Minimum Investment

Lumpsum ₹ 100
SIP ₹ 100 (12 instalments)
Additional purchase ₹ 100

Fund Documents

KIM and Applications

FAQs

Investors can invest in the scheme in two major ways. The first method is to invest directly through DSP Mutual Fund?s website. The second method is to invest through an intermediary. Prior to investing through an intermediary, it is important for investors to understand that most mutual fund schemes have two plans: direct and regular. The direct plan has a lower expense ratio than the regular plan. One can apply for a direct plan of a mutual fund scheme either through DSP Mutual Fund?s website or through zero-commission mutual fund platforms. One can avail of the regular plan of the mutual fund scheme through a mutual fund distributor. If you are applying for the DSP Equity Opportunities Fund through an app the name of the direct plan is 'DSP Equity Opportunities Fund - Direct Plan - Growth'.

Most financial experts are of the view that timing investment in any kind of market-linked investment is near impossible. Further, investors who invest in mutual funds regularly through systematic investment plans ("SIPs") can benefit from Rupee Cost Averaging. It has been widely observed that investments made in mutual funds consistently outperform investments made sporadically. This doctrine is called Rupee Cost Averaging. By consistently investing through SIPs investors bring down the average purchase cost of their investment. It is best to invest in the scheme through SIP instead of investing sporadically. Most investment platforms/apps allow you to set up a SIP to the DSP Equity Opportunities Fund within seconds, all you need to set up a SIP is your bank account number and mobile number linked to your bank account.

The expense ratio is the annualized fee charged by the mutual fund house to the investors in exchange for providing investment services. Essentially, it is a percentage of your investment that goes for the mutual fund?s operating expense and management fee. In the case of DSP Equity Opportunities Fund , the expense ratio is more for its regular and less for its direct plan. As discussed above, most mutual funds have two plans: direct and regular. Direct plans have a lower expense ratio whereas regular plans have a higher expense ratio. Regular plans have a higher expense ratio because it is distributed/ sold through an intermediary, i.e., a mutual fund distributor. A higher expense ratio for regular plan ensures that the mutual fund distributor also gets his due share for distributing/selling the mutual fund scheme. The name of the regular plan is DSP Equity Opportunities Fund Regular Plan Growth option.

One can easily redeem mutual funds units in this scheme by following the below mentioned steps:

(a) Login into your investment platform: Login into your investment platform account with your credentials. Investment platform will be the app/website through which you made the investment, such as DSP Mutual Fund's website, mobile app, or a brokerage firm's platform;
(b) Find your investment: Typically, your investment platform will show all the investments you have made through that platform. Locate the DSP Equity Opportunities Fund in your portfolio;
(c) Initiate redemption: Select the "Redeem" or "Sell" option for your mutual fund units;
(d) Enter redemption details: Specify the number of units you want to redeem or the amount you want to withdraw;
(e) Confirm redemption: Review the details and confirm your redemption request;
(f) Await processing: Your redemption request will be processed within a specified timeframe. The exact processing time may vary depending on the platform and market conditions
(g) Receive funds: Once the redemption is processed, the funds will be credited to your bank account, as per your preference.

DSP Mutual Fund and its schemes are not registered in any jurisdiction, except the Schemes viz. DSP Equity Opportunities Fund and DSP Dynamic Asset Allocation Fund, which are registered with the Securities and Commodities Authority (?the SCA?) in the United Arab Emirates (UAE). The distribution of the Schemes in UAE would be undertaken by Barjeel Geojit Securities LLC, which is a licensed local distributor registered with SCA. The distribution of this material in certain jurisdictions may be restricted or subject to registration requirements and, accordingly, persons who come into possession of this material in such jurisdictions are required to inform themselves about, and to observe, any such restrictions.

4.78 lakh peoplehave invested in this fund as of

21.55%

Name	% of Net Assets
ICICI Bank Limited	4.92%
HDFC Bank Limited	4.88%
Axis Bank Limited	3.49%
Kotak Mahindra Bank Limited	3.20%
State Bank of India	2.61%
AU Small Finance Bank Limited	1.42%
The Federal Bank Limited	1.03%

9.63%

Name	% of Net Assets
IPCA Laboratories Limited	2.30%
Cipla Limited	2.00%
Suven Pharmaceuticals Limited	1.47%
Alkem Laboratories Limited	1.36%
Laurus Labs Limited	0.84%
Lupin Limited	0.73%
Pfizer Limited	0.53%
Sun Pharmaceutical Industries Limited	0.40%

7.50%

Name	% of Net Assets
Infosys Limited	2.30%
HCL Technologies Limited	2.05%
Coforge Limited	1.98%
MphasiS Limited	1.17%

6.76%

Name	% of Net Assets
Power Finance Corporation Limited	1.76%
Bajaj Finance Limited	1.42%
Shriram Finance Limited	1.34%
LIC Housing Finance Limited	1.31%
SBI Cards and Payment Services Limited	0.93%

6.21%

Name	% of Net Assets
Samvardhana Motherson International Limited	1.56%
UNO Minda Limited	1.17%
Bharat Forge Limited	1.13%
Exide Industries Limited	0.93%
Schaeffler India Limited	0.87%
Sansera Engineering Limited	0.55%

4.21%

Name	% of Net Assets
Petronet LNG Limited	1.46%
Indraprastha Gas Limited	1.08%
GAIL (India) Limited	1.05%
Gujarat State Petronet Limited	0.62%

4.19%

Name	% of Net Assets
Larsen & Toubro Limited	1.79%
KEC International Limited	1.02%
KNR Constructions Limited	0.59%
Ahluwalia Contracts (India) Limited	0.59%
G R Infraprojects Limited	0.20%

3.53%

Name	% of Net Assets
Mahindra & Mahindra Limited	2.15%
Tata Motors Limited	1.38%

3.23%

Name	% of Net Assets
Hindustan Petroleum Corporation Limited	2.18%
Bharat Petroleum Corporation Limited	1.05%

3.07%

Name	% of Net Assets
Indus Towers Limited	1.50%
Bharti Airtel Limited	1.41%
Bharti Airtel Limited - Partly Paid Shares	0.16%
City Online Services Ltd	0.00%

2.67%

Name	% of Net Assets
Max Financial Services Limited	1.64%
SBI Life Insurance Company Limited	1.03%

2.66%

Name	% of Net Assets
APL Apollo Tubes Limited	1.43%
Polycab India Limited	1.23%

2.57%

Name	% of Net Assets
Crompton Greaves Consumer Electricals Limited	1.22%
Asian Paints Limited	0.83%
Century Plyboards (India) Limited	0.52%

2.26%

Name	% of Net Assets
UltraTech Cement Limited	0.91%
ACC Limited	0.71%
Dalmia Bharat Limited	0.64%

2.21%

Name	% of Net Assets
Hindustan Unilever Limited	1.27%
ITC Limited	0.94%

1.82%

Name	% of Net Assets
NTPC Limited	1.48%
NTPC Green Energy Limited	0.34%

1.76%

Name	% of Net Assets
Gujarat Fluorochemicals Limited	1.09%
Atul Limited	0.67%

1.62%

Name	% of Net Assets
Coromandel International Limited	1.62%

1.25%

Name	% of Net Assets
Oil India Limited	1.25%

1.20%

Name	% of Net Assets
Emami Limited	1.20%

1.20%

Name	% of Net Assets
Hindalco Industries Limited	1.20%

1.09%

Name	% of Net Assets
The Phoenix Mills Limited	1.09%

0.96%

Name	% of Net Assets
Godrej Industries Limited	0.96%

0.82%

Name	% of Net Assets
Jindal Steel & Power Limited	0.82%

0.78%

Name	% of Net Assets
Container Corporation of India Limited	0.78%

0.73%

Name	% of Net Assets
Fortis Healthcare Limited	0.73%

0.49%

Name	% of Net Assets
Hatsun Agro Product Limited	0.49%

3.75%

Name	% of Net Assets
TREPS / Reverse Repo Investments	3.75%

100% of Debt instruments

For lumpsum investments, if the investment period is less than 1 year then same return values are displayed for absolute & XIRR. For periods above 1 year, they are annualized. 1 Year is assumed as 365 days.
Returns for investments in income distribution cum capital withdrawal (IDCW) plans of schemes are calculated after assuming that the net income distribution cum capital withdrawal (IDCW) payouts post statutory taxes & levies, are re-invested back in the scheme.
Income distribution cum capital withdrawals (IDCW) declared from benchmark's constituents isn't taken into account when comparing with investment in fund's income distribution cum capital withdrawal (IDCW) plans.
Performance is always compared against the latest benchmark of the fund irrespective of the date of change of fund's benchmark, if any.
Except when SIP tenure is since inception, for all tenures, the start day for SIP investments is considered as 1st of every month. There is no end date to SIPs for the purpose of graphs.
For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. Investment on inception date can happen on a non-business day.
Gold prices are available post 29 JAN, 2005 & are based on daily closing values on MCX.
Investment in gold has a strong global market demand and gold is highly liquid asset.
PPF interest rate is assumed at 8.7% p.a. & interest received is compounded daily for the returns illustration in the charts.
The comparison with PPF (and other traditional saving instruments/assets) has been given for the purpose of the general information only. Investments in mutual funds should not be construed as a promise, guarantee on or a forecast of any minimum returns. Unlike traditional saving instruments there is no capital protection guarantee or assurance of any return in mutual fund investment. Traditional savings instruments are comparatively low risk products and are generally backed by the Government. Investment in mutual funds carries high risk as compared to the traditional saving instruments and any investment decision needs to be taken only after consulting the Tax Consultant or Mutual Fund Distributor.
Past performance may or may not sustain in future and should not be used as a basis for comparison with other investments. There is no assurance of any returns/capital protection/capital guarantee to the investors in any scheme of DSP Mutual Fund.
The sector(s)/stock(s)/issuer(s) mentioned in this document do not constitute any recommendation of the same and the Fund may or may not have any future position in these sector(s)/stock(s)/issuer(s).
The investment approach / framework/ strategy / portfolio / other data mentioned herein are dated and currently followed by the scheme and the same may change in future depending on market conditions and other factors.
The SIP returns are calculated by XIRR approach assuming investment of Rs. 10,000/- on the 1st working day of every month. XIRR helps in calculating return on investments given an initial and final value and a series of cash infows and outflows with the correct allowance for the time impact of the transactions. Load is not taken into consideration for computation of performance.

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DSP Equity Opportunities Fund

DSP Equity Opportunities Fund

Portfolio

Current Allocation

Indicators

Compare Performance

Invested Amount

Invested Amount

Fund Details

Fund Details

Things to know before you invest

What is in DSP Equity Opportunities Fund?

Why should one invest in DSP Equity Opportunities Fund?

Who should invest in DSP Equity Opportunities Fund?

Rethink before you invest

Fund managers:

Investment Objective

Fund Type

Riskometer

Minimum Investment

Fund Documents

FAQs

FAQs

Products Offered

Product Information

For Investors

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DSP Equity Opportunities Fund

DSP Equity Opportunities Fund

Portfolio

Current Allocation

Indicators

Compare Performance

Invested Amount

Invested Amount

Fund Details

Fund Details

Things to know before you invest

What is in DSP Equity Opportunities Fund?

Why should one invest in DSP Equity Opportunities Fund?

Who should invest in DSP Equity Opportunities Fund?

Rethink before you invest

Fund managers:

Investment Objective

Fund Type

Riskometer

Minimum Investment

Fund Documents

FAQs

FAQs

How to invest in the DSP Equity Opportunities Fund Direct Plan Growth option?

When to invest in DSP Equity Opportunities Fund?

What is the expense ratio is in the DSP Equity Opportunities Fund?

How to Redeem DSP Equity Opportunities Direct Plan Growth option?

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