Fund Details
DSP Equity Opportunities Direct Plan Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.00% |
| NAV | ₹296.37 (22 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹5,535 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.3% |
| Infosys Ltd. | Technology | Equity | 6.4% |
| HDFC Bank Ltd. | Financial | Equity | 5.7% |
| Bharti Airtel Ltd. | Communication | Equity | 5.4% |
| State Bank of India | Financial | Equity | 3.5% |
| Axis Bank Ltd. | Financial | Equity | 2.7% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 2.2% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 2.1% |
| Bharat Petroleum Corpn. Ltd. | Energy | Equity | 2.0% |
Fund Managers
DSP Equity Opportunities Direct Plan Growth Details
DSP Equity Opportunities Direct Plan Growth is a Equity Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Rohit Singhania is the Current Fund Manager of DSP Equity Opportunities Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹5,535 Cr and the Latest NAV as of 22 Jan 2021 is ₹296.37.
The DSP Equity Opportunities Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed less than 12 months
Investment Objective
The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
