We examine the key fundamentals of the DSP Equal Opportunities Fund, its portfolio, and performance to help you make an informed investment decision

Strong track record, consistently outperforming benchmark. Should you invest in DSP Equity Opportunities Fund?

ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the DSP Equity Opportunities Fund, its portfolio and performance to help you make an informed investment decision.

BASIC FACTS
DATE OF LAUNCH

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CATEGORY
EQUITY
TYPE
LARGE & MIDCAP
AUM*
Rs.13,983 crore

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BENCHMARK
NIFTY LARGE MIDCAP 250 TOTAL RETURN INDEX

WHAT IT COSTS
NAV**
GROWTH OPTION
Rs576.68
IDCW
Rs.39.99
MINIMUM INVESTMENT
Rs.100

MINIMUM SIP AMOUNT
Rs.100

EXPENSE RATIO# (%)
1.70
EXIT LOAD
1% for redemption within 364 days

*AS ON 31 DEC 2024
**AS ON 14 JAN 2024
#AS ON 30 NOV 2024

FUND MANAGER
ROHIT SINGHANIA
9 YEARS, 6 MONTHS

Recent portfolio changes
New entrants
Fortis Healthcare, Laurus Labs (Oct), NTPC Green Energy (Nov)
Complete exits
Bharat Electronics, Tech Mahindra (Oct)

Should You Buy
This fund previously adopted a fluid allocation with a large-cap tilt. It was repositioned as a large- and mid-cap fund in 2018, necessitating moderation in large-cap allocation while hiking mid-cap presence sharply. However, it remains agnostic to any particular investing style. The fund manager takes a basket approach, taking positions in 3-4 ideas within select sectors. The fund has established a strong track-record since its repositioning, beating the index consistently. It has also managed to retain its outperformance amid recent market downturn, falling less than others. This superior downside protection makes it a worthy bet in the segment.

This story originally appeared on: India Times - Author:Faqs of Insurances