Item: DSP Equity Opportunities Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl
Rating: 4
Author: Morningstar

Home › Mutual Funds › DSP Mutual Fund › DSP Equity Opportunities Fund Direct Plan Reinvestment of Income Dist cum Cap Wdrl

123.448 (0.118%)

NAV on October 11, 2024

Category Equity:
Large & Mid- Cap

Investment StyleBox

Large Growth

Total Assets 14,486 cr

Turnover Ratio 39.79%

Expense Ratio 0.67%

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

Returns

1M: 0.49%
1Y: 48.11%
3M: 3.79%
3Y: 19.67%
6M: 20.85%
5Y: 24.23%

Min Investment 100

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SECTOR WEIGHTINGS (%)

Financial 33.7%

Industrial 8.12%

Technology 7.67%

Basic Materials 11.24%

Consumer Cyclical 10.62%

Utilities Services 4.64%

Healthcare Services 8.47%

Energy Services 6.70%

Communication Services 2.95%

Consumer Defensive 4.69%

Real Estate 1.22%

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.

Dividends that would otherwise be paid out to investors are instead used to purchase more units in the fund. Not as tax efficient as Growth.

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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	37.337	64.39%	6,500 cr	0.54%	High
Bandhan Core Equity Fund Direct Plan Growth	156.417	53.53%	6,553 cr	0.65%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	137.926	53.12%	3,707 cr	0.61%	High
HSBC Large and Mid Cap Fund Direct Growth	30.704	51.03%	3,570 cr	0.90%	Average
DSP Equity Opportunities Fund Direct Plan Growth	697.630	48.11%	14,486 cr	0.67%	Above Average
Kotak Equity Opportunities Direct Growth	392.888	41.72%	26,175 cr	0.48%	Below Average

Best Large & Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	37.337	64.39%	6,500 cr	0.54%	High
Invesco India Large&MidCap Fund Direct Plan Growth	113.870	59.55%	6,205 cr	0.64%	Above Average
Bandhan Core Equity Fund Direct Plan Growth	156.417	53.53%	6,553 cr	0.65%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	137.926	53.12%	3,707 cr	0.61%	High
HSBC Large and Mid Cap Fund Direct Growth	30.704	51.03%	3,570 cr	0.9%	Average
LIC MF Large & Mid Cap Direct Growth	45.482	47.27%	3,235 cr	0.59%	Average