DSP Equity Opportunities Fund-Regular Plan - Growth

Fund Returns

NAV Rs. 230.49 -0.93 %
(as on Dec. 6, 2019)
1 yr Return 14.91 %
3 yr. Return 11.70 %
5 yr. Return 10.26 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 230.49 -0.93 %
(as on Dec. 6, 2019)
14.91 % 11.70 % 10.26 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Nov. 29, 2019
Fund Size Rs. 5631.03 cr.
Category Equity | Large & Mid Cap
Fund Manager Rohit Singhania
AMC DSP Investment Managers Private Limited
Fund Benchmark Nifty 500 Index
Risk Profile Moderately Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 500.00
Min. Investment SIP Rs. 500.00
Expense Ratio 1.94 %
Exit load 1% before 12M, Nil on or after 12M

Investment Objective

The primary investment objective is to seek to generate long term capital appreciation from aportfolio that is substantially constituted of equity and equity related securities of large and midcapcompanies. From time to time, the fund manager will also seek participation in other equity andequity related securities to achieve optimal portfolio construction

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.7 10.86 5.19 14.91 11.7 10.26
Rank Within Category 41 13 None 18 17 14

AMC Contact Information

AMC DSP Investment Managers Private Limited
Address Mafatlal Centre, 10th Floor, Nariman Point,, Mumbai - 400 021
Email service@dspblackrock.com
Website https://www.dspim.com/

Scheme Details

Launch Date Nov. 29, 2019 Fund Size Rs. 5631.03 cr.
Category Equity | Large & Mid Cap Fund Manager Rohit Singhania
AMC DSP Investment Managers Private Limited Fund Benchmark Nifty 500 Index
Risk Profile Moderately Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 500.00 Rs. 500.00 1.94 % 1% before 12M, Nil on or after 12M

Investment Objective

The primary investment objective is to seek to generate long term capital appreciation from aportfolio that is substantially constituted of equity and equity related securities of large and midcapcompanies. From time to time, the fund manager will also seek participation in other equity andequity related securities to achieve optimal portfolio construction

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.7 10.86 5.19 14.91 11.7 10.26
Rank Within Category 41 13 None 18 17 14

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
DSP Equity Opportunities Fund-Regular Plan - Growth 14.91 11.7 10.26 5,631.03
SBI Banking & Financial Services Fund - Regular Plan - Growth 22.85 21.15 - 1,196.05
Edelweiss ETF - Nifty Bank 21.56 20.35 - 1.14
Kotak Banking ETF 21.39 20.24 11.57 8,053.24
Reliance ETF Bank BeES 21.36 20.2 11.32 6,880.75
Tata Banking And Financial Services Fund-Regular Plan-Growth 24.95 19.86 - 371.97

AMC Contact Information

AMC DSP Investment Managers Private Limited
Address Mafatlal Centre, 10th Floor, Nariman Point,, Mumbai - 400 021
Email service@dspblackrock.com
Website https://www.dspim.com/