Last NAV: 218.44

DSP EQUITY OPPORTUNITIES FUND   -   Growth

INVESTMENT OBJECTIVE : The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
17.81% 16.82% 14.97% 3.76% 3.88% 7.03%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.85 1.07 0.29 21.05% -61.83% 63.44%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Large & MidCap
AUM INR   5,416.10   Cr.
Inception Date 10/04/2000
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2000 0.00 0.00 0.00 0.00 2.14 12.38 -14.16 10.42 -10.58 -7.08 7.24 -1.05 -4.06
2001 10.00 -5.35 -18.98 -3.07 8.06 -9.99 -2.81 -1.83 -12.87 8.19 13.49 -3.19 -21.41
2002 8.23 9.41 1.39 0.75 -5.45 6.15 -6.91 3.31 -7.82 0.70 7.73 7.69 25.75
2003 -1.79 3.15 -4.00 2.94 14.39 12.58 6.65 17.75 4.85 12.34 6.12 17.59 137.98
2004 -2.85 2.27 0.35 6.77 -17.20 1.42 6.60 3.52 6.03 1.43 9.95 11.75 30.37
2005 -1.00 5.62 -3.52 -4.60 7.18 3.05 9.82 7.30 8.24 -8.38 12.17 7.57 49.88
2006 7.09 3.97 11.06 3.91 -12.09 -2.33 0.39 8.28 5.55 4.96 6.15 2.09 43.96
2007 0.44 -7.65 0.02 7.36 5.84 2.95 5.55 -1.50 10.63 14.08 0.76 11.41 59.85
2008 -16.16 -3.63 -12.76 8.08 -5.80 -16.88 5.28 1.53 -10.83 -22.06 -5.31 6.99 -55.10
2009 -2.83 -2.93 6.41 13.03 26.26 1.18 10.38 2.18 7.84 -3.53 5.62 3.81 86.44
2010 -5.00 0.30 6.20 3.39 -1.33 5.27 2.64 3.17 8.65 -0.18 -2.61 2.17 24.20
2011 -9.07 -4.78 6.51 0.87 -1.69 0.63 -0.95 -7.75 -1.41 4.07 -7.76 -5.85 -25.06
2012 9.56 3.71 -2.00 -2.22 -5.67 5.60 0.57 0.66 8.31 -0.12 6.21 2.51 29.36
2013 0.85 -7.04 -1.18 3.91 1.49 -2.13 -1.81 -3.50 5.52 9.41 -1.46 3.30 6.46
2014 -3.19 2.78 5.33 0.57 10.81 7.83 0.29 4.80 2.26 4.45 4.38 -1.47 45.40
2015 5.31 0.46 0.46 -3.89 2.86 -0.38 5.39 -5.12 -0.63 0.42 2.30 -0.71 6.09
2016 -5.50 -9.70 14.23 1.97 3.29 3.48 7.53 2.95 -0.17 2.26 -4.98 -2.55 11.17
2017 7.33 3.41 3.90 3.56 0.64 -1.31 6.42 0.04 -1.15 6.38 1.86 3.57 40.10
2018 -1.32 -4.51 -3.11 5.63 -3.15 -4.34 6.18 3.30 -9.15 -2.81 3.43 1.40 -9.24
2019 -2.50 -0.46 7.03 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.88
all values are in %

Allocation Mandate

Equity Allocation Min: 70   Max: 100
Debt Allocation Min: 0   Max: 30
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 30

About Fund Managers:

Jay Kothari DSP

  • Job Since 16/03/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.
  • Education Mr. Kothari is a BMS and MBA from Mumbai University .

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