Mutual Fund- 

DSP Equity Opportunities  Fund

By Rajendra

Apr 27, 2023

image credit -Unsplash

Scheme Analysis

Category 

Large & Mid Cap

Inception

May 16, 2000

Benchmark

Nifty LargeMid cap 250

Scribbled Arrow

AUM  - 13,510 Cr

Fund Manager

Rohit Singhania & Jay Kothari

Thick Brush Stroke

DSP Equity Opportunities Fund

Top 5 Holding

ICICI Bank

HDFC Bank

Infosys

SBI

Axis Bank

7.53

6.43

4.00

3.78

3.38

Total  -  25.12

This fund invests in a prudent mix of established (large sized) as well as emerging (mid sized) companies

Portfolio Construct 

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

54.70%

36.60%

DSP Equity Opportunities Fund

Small Cap

8.20%

Offers the chance to grow your wealth by owning high growth-potential companies at fair prices.

Bank

Information Technology

Pharma

Top 5 Sector

25.35

8.95

8.50

6.18

5.10

Automobile

Finance

 Expect short term return fluctuations, especially during periods of market ups & downs.

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

2.17%

29.06%

10.57%

DSP Equity Opportunities Fund

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

Scribbled Arrow

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

12,074

43,691

82,658

Returns

1.14%

12.95%

12.75%

Monthly SIP of 1,000

DSP Equity Opportunities Fund