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Dsp Equity Opportunities Fund - Direct Plan - Growth

Equity | Large & Mid Cap

(NAV as of 22/04/2024)
573.48 (0.95)

3Y Returns

22.63%

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.78%

Fund Size

10387 Cr

Inception Date

31-Dec-12

Fund Manager

Rohit Singhania

Exit Load

1% before 12M, Nil on or after 12M.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

96.34%

Debt & Others

3.66%

Market Cap Allocation

Large Cap

54.79%

Mid Cap

32.61%

Small Cap

8.94%

Other Cap

3.66%

Sector Allocation

Banks

20.22%

Finance

11.99%

Automobiles

9.26%

Pharmaceuticals

8.66%

Internet and Technology

6.62%

Top Ten Holdings

ICICI Bank Ltd

6.61%

HDFC Bank Ltd

4.64%

State Bank Of India

3.40%

Power Finance Corporation Ltd

3.34%

Axis Bank Ltd

2.99%

Investment Objective

The Primary Investment Objective Is To Seek To Generate Long Term Capital Appreciation From Aportfolio That Is Substantially Constituted Of Equity And Equity Related Securities Of Large And Midcapcompanies. From Time To Time, The Fund Manager Will Also Seek Participation In Other Equity Andequity Related Securities To Achieve Optimal Portfolio Construction.

Fund House Detail

AMC Name

DSP Investment Managers Private Limited

Address

Mafatlal Centre,10th Floor, Nariman Point,Mumbai - 400 021

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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