DSP BlackRock Opportunities Fund (Equity, Multi Cap)

214.08
19.21%
2
Capital Appreciation
Long Term Horizon
Moderately High
2.51%
17 yrs 6 months16 May 2000
₹ 3525.22 Cr18 Oct 2017

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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.

Scheme Documents

TenureReturns (CAGR)
YTD
29.46
3 Month
5.50
1 YR
19.68
2 YR
19.66
3 YR
18.79
TenureReturns (CAGR)
1 YR
26.27
2 YR
25.3
3 YR
19.97
5 YR
21.53
10 YR
17.01

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.42
Tata Steel Ltd.4.51
Yes Bank Ltd.4.28
ICICI Bank Ltd.3.5
State Bank of India3.33
GAIL (India) Ltd.3.32
ITC Ltd.3.24
Housing Development Finance Corpn. Ltd.2.79
Federal Bank Ltd.2.71
Hindustan Petroleum Corpn. Ltd.2.68

Top Sectoral Holdings

Sector Name% Assets
Financial35.65
Energy12.03
Construction10.99
Metals8.38
FMCG5.67
Automobile5.04
Chemicals3.54
Healthcare3.09
Services2.65
Cons Durable2.5

Indicators

Portfolio turnover ratio88
Standard Deviation15.27%
Beta1.07%
Sharpe Ratio0.79

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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