March 15, 2024
mayank
DSP Equity Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 547.5840
NAV IDCW: Rs 96.8970
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.
Fund Manager:
1) Charanjit Singh
Education: Mr. Singh is a B. Tech – Electronics and Communication, MBA – Finance & Systems
Experience: Prior to joining DSP Mutual Fund, he has worked with Capital Goods, Power & Infra at B&K Securities India, Capital Goods and Infra at Axis Capital Ltd., BNP Paribas India Securities, Thomas Weisel Partners, HSBC, IDC Corp. and Frost & Sullivan.
2) Rohit Singhania
Education: Mr. Singhania is an MMS.
Experience: Prior to joining DSP AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption Within 364 days |
Basic Details
| Fund House | DSP Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 17.21% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 10,917 Cr |
| (As on 29-Feb-2024) | |
| Expense | 0.75% |
| (As on 29-Feb-2024) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 46.00% |
Trailing Returns (%) of DSP Equity Opportunities Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| DSP Equity Opportunities Dir | 2.53 | 0.92 | -0.37 | 4.02 | 15.28 | 44.19 | 19.66 | 19.11 | 16.18 | 18.72 |
| S&P BSE Large Mid Cap TRI | 3.29 | 1.26 | 0.83 | 5.81 | 13.78 | 38.78 | 17.07 | 16.89 | 15.44 | 15.62 |
| Equity: Large & MidCap | 2.87 | 1.30 | -0.46 | 4.66 | 13.91 | 42.85 | 20.33 | 19.41 | 16.31 | 18.47 |
| Rank within category | 14 | 27 | 11 | 15 | 9 | 11 | 12 | 10 | 10 | 5 |
| Number of funds in category | 26 | 28 | 26 | 25 | 24 | 24 | 23 | 18 | 16 | 14 |
Peer Comparison of DSP Equity Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| DSP Equity Opportunities Dir | 3 star | 44.19 | 19.66 | 19.11 | 0.75 | 10,917 | 17.21 | 1.00 (364) | 11Y 2M | 46.00 |
| Mirae Asset Large & Midcap Dir | 4 star | 39.59 | 17.66 | 20.57 | 0.62 | 33,711 | 22.85 | 1.00 (365) | 11Y 2M | 59.00 |
| SBI Large & Midcap Dir | 4 star | 34.70 | 20.98 | 19.20 | 0.77 | 20,633 | 17.5 | 0.10 (30) | 11Y 2M | 15.00 |
| Kotak Equity Opportunities Dir | 4 star | 40.64 | 20.59 | 20.28 | 0.53 | 19,092 | 17.66 | 1.00 (365) | 11Y 2M | 31.03 |
| HDFC Large and Mid Cap Dir | 4 star | 49.32 | 24.22 | 21.05 | 0.83 | 16,757 | 14.13 | 1.00 (365) | 11Y 2M | 7.83 |
Portfolio Analysis of DSP Equity Opportunities Fund
| No. of Stocks | 75 |
| Top 10 Stocks | 32.15% |
| Top 5 Stocks | 21.38% |
| Top 3 Sectors | 51.52% |
| Portfolio P/B Ratio | 2.96 |
| Portfolio P/E Ratio | 18.02 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,15,118 | 1,13,497 |
| Giant (%) | 38.47 | 35.96 |
| Large (%) | 23.28 | 26.62 |
| Mid (%) | 36.58 | 35.41 |
| Small (%) | 1.67 | 3.48 |
| Tiny (%) | 0.00 | 0.26 |
How to Invest in DSP Equity Opportunities Fund?
Chanakya’s Mutual Fund Guidance For DSP Equity Opportunities Fund
Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.dspim.com/ifaxpress/ifalogin
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Quicklinks
https://sahifund.com/aditya-birla-sun-life-special-opportunities-fund/