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DSP Equity Opportunities Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Large & Mid Cap Fund
Fund House : DSP Mutual Fund
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
Should you invest in this fund? - Fund has consistently maintained average rank in the Large & Mid Cap Fund since last 5 quarters. Existing investors can hold their investments. Fresh investments can be avoid

Returns (NAV as on 26th July, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 19-Jul-21 10110.90 1.11% - 0.72% 6/28
1 Month 25-Jun-21 10392.40 3.92% - 3.30% 7/28
3 Month 26-Apr-21 11798.60 17.99% - 15.90% 5/28
6 Month 25-Jan-21 12621.00 26.21% - 23.33% 7/28
YTD 01-Jan-21 12944.10 29.44% - 25.95% 6/28
1 Year 24-Jul-20 16166.30 61.66% 61.24% 59.29% 12/27
2 Year 26-Jul-19 16676.80 66.77% 29.09% 26.79% 7/24
3 Year 26-Jul-18 16528.80 65.29% 18.22% 16.03% 2/22
5 Year 26-Jul-16 21803.80 118.04% 16.86% 15.66% 6/22
Since Inception 01-Jan-13 40622.40 306.22% 17.77% 19.91% 11/28

SIP Returns (NAV as on 26th July, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 24-Jul-20 12000 15969.02 33.08 % 66.61 %
2 Year 26-Jul-19 24000 36026.64 50.11 % 44.64 %
3 Year 26-Jul-18 36000 56115.2 55.88 % 31.06 %
5 Year 26-Jul-16 60000 100190.21 66.98 % 20.62 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.29% 3.92% 17.99% 26.21% 29.99% 61.24% 29.09% 18.22% 16.86%
Nifty 50 -0.20% -0.23% 9.25% 11.14% 13.18% 41.10% 18.39% 12.31% 12.99%
Benchmark: Nifty 50 -0.06% 1.56% 13.47% 21.24% 23.91% 60.24% 27.26% 15.55% 16.22%
Category Average 0.13% 3.30% 15.90% 23.33% 25.95% 59.29% 26.79% 16.03% 15.66%
Category Rank 7/27 7/28 5/28 7/28 6/28 12/27 7/24 2/22 6/22
Best in Category 0.45% 7.14% 19.90% 30.74% 34.34% 69.67% 34.34% 23.77% 22.07%
Worst in Category -0.31% 0.91% 12.47% 16.11% 17.57% 46.62% 21.90% 11.42% 11.62%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2020 25.35% 24.82% 24.78% 13.74%
Q4 - 2020 21.44% 22.46% 22.04% 12.45%
Q1 - 2017 15.62% 12.16% 12.85% 15.28%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2018 -7.86% -2.14% -2.77% -6.68%
Q1 - 2020 -28.18% -29.43% -28.89% -25.73%
Q4 - 2016 -5.05% -6.39% -6.71% -5.6%

Forum

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