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DSP Equity Opportunities Fund Direct Plan-Growth

NAV as of Apr 23, 2025Returns since inceptionET Money RankVRO Ratings
17.47% p.a.
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3

Historical NAV & returns

NAV: ₹671.159 as on Apr 23, 2025
This fund Category average
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This fund Category average

DSP Equity Opportunities Fund overview

VRO rating3
Expense ratio0.7% as on Mar 31, 2025
Exit load1.0%info
Exit load of 1% if redeemed less than 12 months!
AUM (Fund size)13,784 Crs
Lock-inNo Lockin
Age12 yrs 3 m since Jan 01, 2013
BenchmarkNifty Large Midcap 250 TRI
Min. investment

SIP 500  &  Lump. 1000

RiskVery HighVery High Risk
Short term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

DSP Equity Opportunities Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Apr 24, 2025

PeriodThis fundCategory average
1 month 2.94% 3.15%
3 months 6.23% 3.56%
6 months -0.73% -2.64%
1 year 16.27% 11.18%
3 years 22.38% 19.23%
5 years 28.25% 27.74%
7 years 16.58% 15.73%
10 years 16.56% 15.37%

Asset allocationas on Mar 31, 2025

Large Cap 50.46093%

Mid Cap 35.180106%

Small Cap 9.388964000000001%

Other Cap 0.0%

Top sectors

Financial 30.009999999999998%

Energy 10.91%

Healthcare 10.89%

Automobile 7.24%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Reverse Repo 4.62%

Cash Margin 0.36%

Other Holdings

Others 4.62%

Peer comparison

Fund nameETM RankAUM (in Crs.)Fund ageExpense ratio
DSP Equity Opportunities FundN.A.₹13,784 Crs12 yrs 3 m0.7%
ICICI Prudential Large & Mid Cap FundN.A.₹19,353 Crs12 yrs 3 m0.88%
Kotak Equity Opportunities FundN.A.₹24,913 Crs12 yrs 3 m0.61%
Quant Large and Mid Cap FundN.A.₹3,519 Crs12 yrs 3 m0.66%
HDFC Large and Mid Cap FundN.A.₹23,380 Crs12 yrs 3 m1.02%
Motilal Oswal Large and Midcap FundN.A.₹8,713 Crs5 yrs 6 m0.54%
Fund name1M6M1Y3Y5Y10Y
DSP Equity Opportunities Fund2.94%-0.73%16.27%22.38%28.25%16.56%
ICICI Prudential Large & Mid Cap Fund3.66%1.53%14.57%22.99%32.15%16.16%
Kotak Equity Opportunities Fund2.76%-3.45%9.14%19.97%27.45%16.47%
Quant Large and Mid Cap Fund3.85%-5.95%-1.5%20.01%28.85%17.24%
HDFC Large and Mid Cap Fund3.44%-2.36%9.8%21.62%30.96%14.39%
Motilal Oswal Large and Midcap Fund3.79%-6.36%15.16%26.94%32.13%12.53%
Fund nameStd. deviationBetaSharpeSortino
DSP Equity Opportunities Fund14.890.980.921.75
ICICI Prudential Large & Mid Cap Fund12.770.841.11.86
Kotak Equity Opportunities Fund14.420.940.81.25
Quant Large and Mid Cap Fund17.381.10.681.12
HDFC Large and Mid Cap Fund15.221.010.861.38
Motilal Oswal Large and Midcap Fund18.711.090.951.1

Key risk & return ratios Compared to other funds in the category

Alpha 6.31 vs. 5.49 Higher outperformance against benchmark
Sharpe 0.92 vs. 5.7 Poor risk-adjusted returns
Beta 0.98 vs. 0.92 More sensitive to market's ups & downs
Standard deviation 14.89 vs. 12.74 More volatile performance

Compare DSP Equity Opportunities Fund in detail with

ET Money rank

in Large & MidCap
#NA
Ranking for this fund is unavailable.
  • Return Outperformance: This fund has generated highest return amongst Large & MidCap funds in the last 10 Years.
  • Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
  • Exit Load: Exit load of 1% if redeemed less than 12 months