Item: DSP Equity Opportunities Fund Direct Plan Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › DSP Mutual Fund › DSP Equity Opportunities Fund Direct Plan Growth

662.351 (-1.743%)

NAV on December 20, 2024

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 13,804 cr

Turnover Ratio 39.79%

Expense Ratio 0.69%

Exit Load 1.00%if redeemed within
12 Months0.00%if redeemed after 12 Months

Returns

1M: 1.10%
1Y: 28.36%
3M: -6.10%
3Y: 21.98%
6M: 2.40%
5Y: 21.80%

Min Investment 100

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SECTOR WEIGHTINGS (%)

Financial 34.37%

Industrial 7.44%

Technology 7.84%

Basic Materials 10.67%

Consumer Cyclical 11.27%

Utilities Services 4.02%

Healthcare Services 9.95%

Energy Services 5.96%

Communication Services 2.99%

Consumer Defensive 4.34%

Real Estate 1.14%

INVESTMENT OBJECTIVE

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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Top Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	37.543	51.52%	7,710 cr	0.48%	High
Quant Large and Mid Cap Fund Growth Option Direct Plan	124.704	23.56%	3,693 cr	0.62%	High
HSBC Large and Mid Cap Fund Direct Growth	30.787	43.86%	3,609 cr	0.88%	Average
Kotak Equity Opportunities Direct Growth	379.322	29.64%	25,034 cr	0.50%	Below Average
DSP Equity Opportunities Fund Direct Plan Growth	662.351	28.36%	13,804 cr	0.69%	Average