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

Asset Allocation

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

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

Peer Funds

DSP Equity Opportunities Fund Dividend Payout

NAV

₹27.16

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Charanjit Singh
Charanjit Singh

manager

Work Experience
"null"
Rohit Singhania
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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