DSP BlackRock Opportunities Fund (Equity, Multi Cap)

Moderately High
17 yrs 10 monthsStarted on:16 May 2000
₹ 4876.24 Cras on: 23 Feb 2018
Long Term Horizon
2.49%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeking to generate long term appreciation and whose secondary objective is income generation and the distribution of dividend from a portfolio constituted of equity and equity related securities concentrating on the investment focus of the scheme. The aim of this scheme is to strongly outperform plain vanilla equity funds which are far more diversified in their portfolio weightage, to minimise risk.

Exit Load

Holding Period < 12 months: 1%; Holding Period >= 12 months: Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 YR18.32
2 YR29.66
3 YR14.08

SIP Returns

TenureReturns (CAGR)
1 YR10.02
2 YR19.16
3 YR17.64
5 YR19.71
10 YR16.88

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.85
ICICI Bank Ltd.4.42
State Bank of India4.14
Tata Steel Ltd.3.95
Larsen & Toubro Ltd.3.24
Hindustan Petroleum Corpn. Ltd.3.08
GAIL (India) Ltd.2.53
Divi's Laboratories Ltd.2.35
Vedanta Ltd.2.18
ITC Ltd.1.99

Top Sectoral Holdings

Sector Name% Assets
Financial34.49
Construction13.36
Energy11.41
Automobile7.04
Metals6.56
Healthcare6.17
Chemicals4.06
FMCG3.42
Engineering3.17
Services3.15

Indicators

LabelValue
Portfolio turnover ratio93
Standard Deviation15.22%
Beta1.06%
Sharpe Ratio0.84

Rohit Singhania

Mr. Singhania is an MMS.
Prior to joining DSPBR AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.

Other Funds Managed by Rohit Singhania

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