DSP Equity Opportunities Fund Dividend+0.16%

4Groww
18.17%
1 Year Return
Equity
Large & Mid Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

DSP Equity Opportunities Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.94%
NAV25.90 (23 Oct 2019)
Fund Started16 May 2000
Fund Size5,489 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DSP Equity Opportunities Fund Dividend
18.2%
8.1%
11.6%
17.4%
Category Average
-1.6%
6.9%
8.8%
-
Rank within category
5
8
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 18.2% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.4%
    ICICI Bank Ltd.FinancialEquity9.4%
    Axis Bank Ltd.FinancialEquity5.0%
    Reliance Industries Ltd.EnergyEquity4.0%
    Larsen & Toubro Ltd.ConstructionEquity2.9%
    Kansai Nerolac Paints Ltd.ChemicalsEquity2.8%
    Kotak Mahindra Bank Ltd.FinancialEquity2.7%
    Coromandel International Ltd.ChemicalsEquity2.3%
    Alkem Laboratories Ltd.HealthcareEquity2.2%
    City Union Bank Ltd.FinancialEquity2.2%
    See All

    Fund Managers

    addJay Kothari
    Education
    Mr. Kothari is a BMS and MBA from Mumbai University .
    Experience
    Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.
    Funds Managed

    Other Details

    DSP Equity Opportunities Fund Dividend is a Equity Mutual Fund Scheme launched by DSP BlackRock Mutual Fund. This scheme was introduced to investors on 16 May 2000. Rohit Singhania, Jay Kothari is the Current Fund Manager of DSP Equity Opportunities Fund Dividend.The fund currently has an Asset Under Management(AUM) of ₹5,489 Cr and the Latest NAV as of 23 Oct 2019 is ₹25.90.

    The DSP Equity Opportunities Fund Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed less than 12 months.

    Investment Objective

    The Scheme aims to generate long term capital appreciation, and the secondary objective is income generation and distribution of dividend , from a portfolio constituted of equity and equity-related securities, concentrating on the investment focus of the Scheme.

    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.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed less than 12 months
    Exit Load

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    About DSP BlackRock Mutual Fund

    Address
    Mafatlal Centre, 10th Floor, Nariman Point Mumbai 400021
    Phone
    022 66578000
    Launch Date
    15 Dec 1996
    DSP Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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