Overview (as on 14 May 2021)

NAV

₹27.785

1y returns

67.188%

Fund AUM

₹5,844 Cr

Expense Ratio

1.93%

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

Asset Allocation

Sector Allocation
Financial Services
33.29%
Basic Materials
17.13%
Tech
9.57%
Health
8.10%
Consumer
7.38%
Industrials
6.97%
Defensive
4.51%
Utilities
4.36%
Communication
4.16%
Real Estate
2.40%
Energy
2.12%
Size Breakup
Large Cap
55.32%
Mid Cap
41.18%
Small Cap
3.51%

Key Metrics

Beta 

0.98

Std deviation 

19.99%

Sharpe Ratio 

0.5

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 Payout of Income Dist cum Cap Wdrl
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
16 May, 2000
Fund Manager
Rohit Singhania
Fund House Details
Fund House
DSP Investment Managers Private Limited
Email
service@dspblackrock.com
Phone
+912266578181
Address
Tulsiani Chambers,,West Wing, 11th Floor,,Nariman Point

Other Related Plans

Peer Funds

DSP Equity Opportunities Fund Payout of Income ...

NAV

₹27.785

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

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."
Charanjit Singh
Charanjit Singh

manager

Work Experience
"null"

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