DSP Equity Opportunities Fund Direct Plan Growth
Equity
Direct
Large & Mid-Cap
NAV: ₹ 567.81 as on 15-04-2024
Fund Performance
2748 people have invested ₹ 2.9Cr in DSP Equity Opportunities Fund Direct Plan Growth in the last three months
Mutual Fund Insights
In the last 1 year, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 64.65% return, outperforming this fund by 20.22%.
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 1.23%.
In the last 3 years, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 32.15% return, outperforming this fund by 10.29% per annum.
In the last 5 years, Quant Large and Mid Cap Fund Growth Option Direct Plan has given 26.83% return, outperforming this fund by 7.31% per annum.
Over the last 15 months, this fund has decreased expense ratio by 18.5% moving from 0.92 to 0.75.
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 Jay Kothari, Rohit Singhania, Charanjit Singh. The fund could potentially beat inflation in the long-run.
Key Parameters
- 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.
- The fund has an expense ratio 0.8.
DSP Equity Opportunities Fund Direct Plan Growth Overview
 | 0.75% |
 Benchmark | S&P BSE 200 India TR INR |
 | ₹10812 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 39.79% |
DSP Equity Opportunities Fund Direct Plan Growth Distribution as on (31-Mar-24)
Size breakup
Large cap
48.4%
Mid cap
41.6%
Small cap
8.1%
Sector Allocation
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 Holdings77
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 7.27% | 0% | |
 HDFC Bank Ltd | 5.08% | 8.9% | |
 State Bank of India | 3.91% | -6% | |
 Axis Bank Ltd | 3.12% | 8.4% | |
 Power Finance Corp Ltd | 2.91% | 0% |
See all
DSP Equity Opportunities Fund Direct Plan Growth: Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- 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
- 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
Top Growth Drivers | 1M Return |
|---|---|
 Indus Towers Ltd | 38.8% |
 Hindalco Industries Ltd | 18.1% |
 Bajaj Finance Ltd | 12% |
Top Losers | 1M Return |
|---|---|
 Coforge Ltd | -9% |
 IIFL Finance Ltd | 9.5% |
 Gujarat Fluorochemicals Ltd | 11% |
Peer Analysis
DSP Equity Opportunities Fund Direct Plan Growth Fund Manager
Jay Kothari
Fund Manager of DSP Equity Opportunities Fund Direct Plan Growth, since 16 March 2018
Top funds managed
Rohit Singhania
Fund Manager of DSP Equity Opportunities Fund Direct Plan Growth, since 1 June 2015
Top funds managed
Charanjit Singh
Fund Manager of DSP Equity Opportunities Fund Direct Plan Growth, since 1 May 2023
Top funds managed
DSP Equity Opportunities Fund Direct Plan Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 17.55% since inception which is more than its category average return of 15.91%
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
This fund has AUM of ₹10812 Cr which is more than its category average of ₹ 6079 Cr
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 ₹567.81 as on 15-Apr-2024.
Existing (Absolute + CAGR) as on 15-Apr-2024.
DSP Equity Opportunities Fund Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.77% | 4.77% |
6 Month Returns | 20.32% | 20.32% |
1 Year Returns | 44.43% | 44.43% |
3 Years Returns | 80.99% | 21.87% |
5 Years Returns | 143.9% | 19.52% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
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.
Jay Kothari, Rohit Singhania, Charanjit Singh 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%