Mutual Fund- 

DSP Equity Opportunities  Fund

By Rajendra

Oct  4, 2022

image credit -Unsplash

Scheme Analysis

Thick Brush Stroke

DSP Equity Opportunities Fund

Category 

Large & Mid Cap

Inception

May 16, 2000

Benchmark

Mifty LargeMid 250

Scribbled Arrow

AUM  - 7,092 Cr

Fund Manager

Rohit Singhania

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

Portfolio Construct 

Top 5 Holding

ICICI Bank

HDFC Bank

Infosys

Axis Bank

SBI Life Insurance

8.26

6.16

4.61

3.66

3.11

Total :-  25.80

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

55.10%

37.80%

DSP Equity Opportunities Fund

Small Cap

6.90%

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

Bank

IT

Pharma

Thick Brush Stroke

Top 5 Sector -52.17%

24.90

8.52

7.71

5.69

5.35

Finance

Automobile

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

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year- 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

-3.00%

16.48%

11.32%

Thick Brush Stroke

SIP Performance

Exit Load

Upto 1 year -  1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,439

48,620

88,635

Returns

6.89%

20.57%

15.62%

Monthly SIP of 1,000