DSP Equity Opportunities Fund Direct Plan Growth

DSP Equity Opportunities Fund Direct Plan Growth

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Equity
Direct
Large & Mid-Cap
NAV: ₹ 573.32 as on 12-04-2024
Fund Performance
zero opening, trading, fund transfer fee
2770 people have invested ₹ 2.9Cr in DSP Equity Opportunities Fund Direct Plan Growth in the last three months

Mutual Fund Insights

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In the last 1 year, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 66.75% return, outperforming this fund by 20.61%.
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Over the last 1 year, this fund has decreased expense ratio by 17.6% moving from 0.91 to 0.75.
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This fund has one of the lowest expense ratio in the category (large & mid-cap). Its expense ratio is 0.75% which is lower than the category average expense ratio of 1.22%.
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In the last 5 years, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 27.17% return, outperforming this fund by 7.34% per annum.
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In the last 3 years, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 32.97% return, outperforming this fund by 10.02% per annum.

INDmoney Rank of DSP Equity Opportunities Fund Direct Plan Growth

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16
/21
53% Performance
37% Risk Management
63% Cost
16 out of 21 among large & mid-cap

Pros

Beats FD returns for both 3Y & 5Y

Cons

Does not beat the benchmark consistently
Poor track record of Recovering losses quickly

About the DSP Equity Opportunities Fund Direct Plan Growth

DSP Equity Opportunities Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Rohit Singhania, Charanjit Singh, Jay Kothari. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. DSP Equity Opportunities Fund Direct Plan Growth has ₹10812 Cr worth of assets under management (AUM) as on Mar 2024 and is more than category average.
  2. The fund has an expense ratio 0.8.

DSP Equity Opportunities Fund Direct Plan Growth Overview

Expense ratio
Expense ratio
0.75%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹10812 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
39.79%

DSP Equity Opportunities Fund Direct Plan Growth Distribution as on (31-Mar-24)

  • Equity 98%

  • Debt & Cash 2%

Size breakup

Large cap
48.4%
Mid cap
41.6%
Small cap
8.1%
Sector Allocation

Mar'24

Feb'24

Jan'24

Financial Services
35.4%
Consumer Cyclical
13%
Basic Materials
10.8%
Health
8.7%
Industrial
6.9%
Tech
6.1%
Energy
5.4%
Utilities
4.4%
Consumer Defensive
4.1%
Communication
3.6%
Real Estate
1.5%

Top Holdings of DSP Equity Opportunities Fund Direct Plan Growth as on (31-Mar-24)

  • Equity

Equity Holdings77

DSP Equity Opportunities Fund Direct Plan Growth: Monthly Changes Updates

All changes are between Jan'24 and Mar'24
Fund Performance
Mar'24
Feb'24
Jan'24
Fund Returns
-1.17%
2.48%
1.98%
NIFTY 500
-0.47%
1.58%
1.71%
  • This fund’s returns stands at -1.17% whereas the fund’s underlying benchmark NIFTY 500 returns stands at -0.47% as on Mar'24
  • This fund underperformed NIFTY 500 by 0.70% in Mar'24
AUM Change
Parameters
Mar'24
Feb'24
Jan'24
AUM
₹ 10.8K Cr
₹ 10.9K Cr
₹ 10.6K Cr
  • AUM of the fund stands at 10.8K Cr as of Mar'24
  • AUM decreased by 104.2 Cr between Mar'24 and Feb'24
Fund Portfolio Changes

Gainers & Losers in DSP Equity Opportunities Fund Direct Plan Growth portfolio Returns for the month of Mar

DSP Equity Opportunities Fund Direct Plan Growth Fund Manager

Rohit Singhania
Rohit Singhania
Fund Manager of DSP Equity Opportunities Fund Direct Plan Growth, since 1 June 2015
Charanjit Singh
Charanjit Singh
Fund Manager of DSP Equity Opportunities Fund Direct Plan Growth, since 1 May 2023
Jay Kothari
Jay Kothari
Fund Manager of DSP Equity Opportunities Fund Direct Plan Growth, since 16 March 2018

DSP Equity Opportunities Fund Direct Plan Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 17.66% since inception which is more than its category average return of 16.16%
Fund Allocations

Fund Allocations

This fund has an allocation of 98.04% in Equity, 0% in Debt and 1.96% in Cash related instruments
AUM size ₹10812 Cr

AUM size ₹10812 Cr

This fund has AUM of ₹10812 Cr which is more than its category average of ₹ 6056 Cr
Expense Ratio 0.75%

Expense Ratio 0.75%

This fund has an expense ratio of 0.75% which is less than its category average expense ratio of 1.36%

Frequently Asked Questions

The current NAV of DSP Equity Opportunities Fund Direct Plan Growth is ₹573.32 as on 12-Apr-2024.
Existing (Absolute + CAGR) as on 12-Apr-2024.
DSP Equity Opportunities Fund Direct Plan Growth
Absolute Returns
CAGR Returns
1 Month Returns
2.57%
2.57%
6 Month Returns
21.43%
21.43%
1 Year Returns
46.13%
46.13%
3 Years Returns
85.86%
22.95%
5 Years Returns
147.05%
19.83%
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0.75% as on March 2024
₹10812 Cr as on March 2024
ICICI Bank Ltd(7.27%), HDFC Bank Ltd(5.08%), State Bank of India(3.91%), Axis Bank Ltd(3.12%), Power Finance Corp Ltd(2.91%) as on March 2024
Financial Services(34.69%), Consumer Cyclical(12.77%), Basic Materials(10.61%) as on March 2024
The alpha ratio for the DSP Equity Opportunities Fund Direct Plan Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
DSP Equity Opportunities Fund Direct Plan Growth
-1.37
0.18
-0.15
As on March 2024
The alpha for DSP Equity Opportunities Fund Direct Plan Growth is calculated against S&P BSE 200 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the DSP Equity Opportunities Fund Direct Plan Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
DSP Equity Opportunities Fund Direct Plan Growth
0.99
0.92
0.96
As on March 2024
The Beta for DSP Equity Opportunities Fund Direct Plan Growth is calculated with S&P BSE 200 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the DSP Equity Opportunities Fund Direct Plan Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
DSP Equity Opportunities Fund Direct Plan Growth
2.69
1.11
0.73
As on March 2024
The sharpe ratio for DSP Equity Opportunities Fund Direct Plan Growth is calculated with S&P BSE 200 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the DSP Equity Opportunities Fund Direct Plan Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
DSP Equity Opportunities Fund Direct Plan Growth
11.36
12.99
19.42
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 2.13 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Rohit Singhania, Charanjit Singh, Jay Kothari are the fund managers of DSP Equity Opportunities Fund Direct Plan Growth
The Exit load of DSP Equity Opportunities Fund Direct Plan Growth is 1%