DSP Equity Opportunities Fund-Regular Plan - Growth

(Erstwhile DSP BlackRock Opportunities Fund-Regular Plan - Growth)

Category: Equity: Large and Mid Cap
Launch Date: 16-05-2000
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 2.11% As on ( 31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 5,325.76 Cr As on ( 31-10-2018)
Turn over: 105.0
NAV as on 07-12-2018

203.206

0.74 ( 0.3656% )

CAGR Since Inception

17.6%

Nifty 500 TRI 16.55%

PERFORMANCE of DSP Equity Opportunities Fund-Regular Plan - Growth

Scheme Performance (%) Data as on - 07-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Equity Opportunities Fund-Regular Plan - Growth -8.6 11.3 16.5 18.43 17.6
NIFTY 500 TRI 0.06 11.88 14.27 16.96 16.55
Equity: Large and Mid Cap -6.6 10.29 16.13 17.34 13.97

Yearly Performance (%)

Fund Managers

Mr. Rohit Singhania

Mr. Singhania is an MMS. Prior to joining DSPBR AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.

Investment Objective

The scheme seeking to generate long term appreciation and whose secondary objective is income generation and the distribution of dividend from a portfolio constituted of equity and equity related securities concentrating on the investment focus of the scheme. The aim of this scheme is to strongly outperform plain vanilla equity funds which are far more diversified in their portfolio weightage, to minimise risk.

RETURNS CALCULATOR for DSP Equity Opportunities Fund-Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of DSP Equity Opportunities Fund-Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Equity Opportunities Fund-Regular Plan - Growth 15.3 1.06 1.18 1.06 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of DSP Equity Opportunities Fund-Regular Plan - Growth

Period
Data as on - 07-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 -8.6 10.64 11.3 16.5 18.43
Sundaram Large and Midcap Growth 27-02-2007 0.63 15.63 12.75 17.9 15.84
Essel Large & Midcap Fund-Regular Plan-Annual Dividend 07-12-2015 0.0 0.0 0.0 0.0 0.0
Axis Growth Opportunities Fund - Regular Plan - Dividend 15-10-2018 0.0 0.0 0.0 0.0 0.0
Axis Growth Opportunities Fund - Regular Plan - Growth 15-10-2018 0.0 0.0 0.0 0.0 0.0
Invesco India Growth Opportunities Fund - Growth 09-08-2007 -0.16 16.69 12.59 16.32 17.52
Invesco India Growth Opportunities Fund - Dividend 09-08-2007 -0.19 16.21 12.3 12.15 15.29
Sundaram Large and Midcap Dividend 27-02-2007 -1.21 14.44 11.74 17.12 15.42
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 -1.71 14.23 10.34 14.6 16.86
Edelweiss Large & Mid Cap Fund - Regular Plan - Dividend Option 14-06-2007 -2.32 13.82 10.07 14.41 16.76

PORTFOLIO ANALYSIS of DSP Equity Opportunities Fund-Regular Plan - Growth

Asset Allocation (%)

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