DSP BlackRock Opportunities Fund (Equity, Multi Cap)

204.53
19.09%
2
Capital Appreciation
Long Term Horizon
Moderately High
2.52%
17 yrs 4 months16 May 2000
₹ 3147.97 Cr21 Aug 2017

Similar Funds

Franklin India High Growth Companies Fund
  • Return (CAGR) 13.63%
  • Crisil Ranking 3
  • Value Research
Birla Sun Life Advantage Fund
  • Return (CAGR) 18.98%
  • Crisil Ranking 2
  • Value Research
SBI Magnum Multiplier Fund
  • Return (CAGR) 14.81%
  • Crisil Ranking 3
  • Value Research
ICICI Prudential Indo Asia Equity Fund
  • Return (CAGR) 10.17%
  • Crisil Ranking NA
  • Value Research
HDFC Equity Fund
  • Return (CAGR) 19.60%
  • Crisil Ranking 4
  • Value Research
DSP BlackRock Equity Fund
  • Return (CAGR) 20.56%
  • Crisil Ranking 3
  • Value Research NA
RELIANCE EQUITY OPPORTUNITIES FUND
  • Return (CAGR) 18.66%
  • Crisil Ranking 5
  • Value Research
Baroda Pioneer Growth Fund - Plan A
  • Return (CAGR) 17.45%
  • Crisil Ranking 4
  • Value Research
Principal Dividend Yield Fund
  • Return (CAGR) 12.75%
  • Crisil Ranking NA
  • Value Research

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

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

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.
TenureReturns (CAGR)
YTD
23.68
1 Month
0.29
3 Month
3.77
1 YR
18.08
2 YR
15.57
3 YR
17.23
TenureReturns (CAGR)
1 YR
21.68
2 YR
23.26
3 YR
18.42
5 YR
20.89
10 YR
16.41

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.55
ICICI Bank Ltd.5.09
Yes Bank Ltd.4.97
State Bank of India4.94
ITC Ltd.3.75
Larsen & Toubro Ltd.3.44
Housing Development Finance Corpn. Ltd.3.28
Federal Bank Ltd.3.28
Tata Steel Ltd.3.18
Vedanta Ltd.2.53

Top Sectoral Holdings

Sector Name% Assets
Financial38.11
Construction12.45
Energy9.83
Metals7.58
Automobile6.61
FMCG6.33
Chemicals3.28
Cons Durable2.63
Services2.46
Engineering1.63

Indicators

Portfolio turnover ratio107
Standard Deviation15.3%
Beta1.08%
Sharpe Ratio0.96

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

© CRISIL Limited 2017. All Rights Reserved