DSP Equity Opportunities Fund-Regular Plan - IDCW

4
Large and Mid Cap NAV 35.323 0 08 December, 2023

Fund Details

Category Large and Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 16 May, 2000
Benchmark NIFTY LARGE MIDCAP 250 TRI
Asset Size(Cr) 9111.5525
ISIN No. INF740K01078
Turn over 40%
Min Investment ₹ 100
Min SIP Investment ₹ 500
Min Addl Investment ₹ 100
Exit Load Exit load of 1% if redeemed less than 12 months
Expense Ratio 1.78
Fund Manager Rohit Singhania, Jay Kothari, Charanjit Singh
Fund House DSP Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -1.23% 1.58% 2.01%
1 M -1.56% 4.02% 4.3%
3 M 4.47% 1.44% 2.46%
6 M 18.92% 0.35% -0.5%
1 Y 18.7% 7.25% 6.48%
2 Y 9.14% 12.49% 12.7%
3 Y 23.16% 23.79% 25.31%
5 Y 16.67% 12.46% 10.92%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.3 1.06 1.18 1.06
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 5.29%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
DSP Equity Opportunities Fund-Regular Plan - IDCW 18.7% 23.16% 16.67%
DSP Equity Opportunities Fund-Regular Plan - Growth 18.7% 23.16% 16.67%
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 17.98% 22.93% 19%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 13.48% 17.86% 13.51%

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