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Prudential Technology Bluechip Fund
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NAV as of ( Sep 09, 2022 )
₹ 397.54 0.47 % 1-D Change
Returns
16.24% p.a.
You get upto 0.96% extra returns
ET Money's Fund Report Card - DSP Equity Opportunities Fund
ET Money Rank
15
Out of 21
Performance Quality
Poor
Generated returns consistently
2/5
Increased returns for each unit of additional risk
2/5
Downside Protection
Good
Controlled losses during market corrections
3/5
Delivered returns without frequent ups and downs
3/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Show performance of:
Scheme Details
| ET Money Rank | 15 Out of 21 |
| VRO Rating | |
| Expense ratio | 0.92% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 7,092 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | Nifty Large Midcap 250 TRI |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 1000 |
About DSP Equity Opportunities Fund
DSP Equity Opportunities Direct Plan-Growth is a Large & MidCap mutual fund scheme from
Dsp Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. DSP Equity Opportunities Direct Plan-Growth has ₹7,092 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.92%, which is close to what most other
Large & Midcap
funds charge.
.....
- DSP Equity Opportunities Direct Plan-Growth returns of last 1-year are 1.76%. Since launch, it has delivered 16.25% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- DSP Equity Opportunities Direct Plan-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
- The fund has the majority of its money invested in Financial, Automobile, Technology, Energy, Healthcare sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category.
- The fund's top 5 holdings are in ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., Axis Bank Ltd., SBI Life Insurance Company Ltd..
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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.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 53.12%
Mid Cap 36.38%
Small Cap 6.68%
Other Cap 0%
Allocation by Sector
Financial 31.17%
Automobile 9.2%
Technology 8.52%
Energy 7.76%
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Reverse Repo 3.32%
Net Receivables 0.26%
Cash Margin 0.24%
Index Derivatives 0.03%
Other Holdings
Others 0.26%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with large & midcap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Mirae Asset Emerging Bluechip Fund | 16.0% | ||
| Edelweiss Large & Mid Cap Fund | 15.44% | ||
| SBI Large & Midcap Fund | 14.94% | ||
| Quant Large and Mid Cap Fund | 14.79% | ||
| Sundaram Large and Mid Cap Fund | 14.69% | ||
| Canara Robeco Emerging Equities Fund | 14.32% | ||
| Tata Large & Mid Cap Fund | 14.29% | ||
| Aditya Birla Sun Life Equity Advantage Fund | 8.23% | ||
| Kotak Equity Opportunities Fund | 14.03% | ||
| UTI Core Equity Fund | 11.42% | ||
| HDFC Large and Mid Cap Fund | 13.65% | ||
| DSP Equity Opportunities Fund | 12.31% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 2.8% | 2.78% | 12 / 23 |
| 3 months | 17.35% | 17.08% | 12 / 23 |
| 6 months | 10.82% | 9.8% | 9 / 23 |
| 1 year | 1.51% | 6.17% | 19 / 21 |
| 3 years | 21.19% | 22.75% | 15 / 20 |
| 5 years | 12.31% | 12.96% | 13 / 19 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
DSP Equity Opportunities Fund
EQUITY LARGE & MIDCAP
The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.
- Std. Dev : 23.33
- Alpha : -0.17
- Beta : 1.02
- Sharpe : 0.78
- Sortino : 0.81
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Charanjit Singh
Mr. Singh is a B. Tech - Electronics and Communication, MBA - Finance & Systems
Prior to joining DSP Mutual Fund, he has worked with Capital Goods, Power & Infra at B&K Securities India, Capital Goods and Infra at Axis Capital Ltd., BNP Paribas India Securities, Thomas Weisel Partners, HSBC, IDC Corp. and Frost & Sullivan.
DSP Mutual Fund
TOTAL AUM:
₹1,06,682 Crs
As on Jun 30, 2022
- Phone: 1800-208-4499 / 1800-200-4499
-
Address: NATRAJ, Office No. 302-3rd Floor-Plot No. 194, MV Road Junction
Western Express Highway,
Andheri East
Mumbai, 400069
