Overview (as on 08 Mar 2021)
NAV
₹27.16
1y returns
34.591%
Fund AUM
₹5,373 Cr
Expense Ratio
1.91%
Min SIP
₹500
Min Lumpsum
₹500
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (98.19%)
Debt & Cash (1.81%)
Sector Allocation
Financial Services
31.90%
Basic Materials
14.57%
Health
9.10%
Tech
8.67%
Consumer
8.10%
Industrials
7.23%
Communication
6.20%
Defensive
6.10%
Utilities
3.89%
Energy
2.16%
Real Estate
2.07%
Size Breakup
Large Cap
52.55%
Mid Cap
42.45%
Small Cap
4.99%
Key Metrics
Beta
0.99
Std deviation
20.8%
Sharpe Ratio
0.6
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Nifty 14100 Put Feb21**
Cash
0.12%
Nifty 14200 Put Feb21**
Cash
0.09%
Fund Details
Investment Objectives
"The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized"
Scheme Name
DSP Equity Opportunities Fund Dividend Payout
Scheme Document
Exit Load
For 0 - 12 Months: 1%
After 12 Months : 0%
Plan Started
16 May, 2000
Fund Manager
Charanjit Singh
Fund House Details
Fund House
DSP Investment Managers Private Limited
Email
NA
Phone
91-22-66578181
Address
Tulsiani Chambers,,West Wing, 11th Floor,,Nariman Point
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 0.98% | 35.89% | |
| Direct | 0.98% | 35.89% | |
| Direct | 0.98% | 35.89% | |
| Regular | 1.91% | 34.59% |
Peer Funds
DSP Equity Opportunities Fund Dividend Payout
NAV
₹27.16
INDmoney Analysis
Return Score
Excellent
Risk Score
Average
Fund is in Top 20 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Top 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
Charanjit Singh
manager
Work Experience
"null"
Rohit Singhania
leader
Qualifications
B.Com., MMS (Finance)
Work Experience
"Rohit is a Research Analyst focusing on sectors like Auto, Auto Ancillaries, Metals, Infrastructure, Sugar and Hotels. He is the Co-Fund Manager for DSP India T.I.G.E.R. Fund since June 2010. Rohit joined DSP Investment Managers in September 2005, as Portfolio Analyst for the firms Portfolio Management Services (PMS) division. He was transferred to the Institutional Equities Team of DSP Investment Managers in June 2009. Previously, he was with HDFC Securities Limited as a part of its Institutional Equities Research Desk. He spent 13 months at HDFC Securities as Sr. Equity Analyst."
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