DSP Equity Opportunities Fund. Who should invest?
DSP Group is a 150+ years old financial entity, started back in the 1860s with its stock broking business. And gradually they entered the mutual fund industry.
DSP AMC was incorporated in 1996, and it is one of India’s leading AMC in India. DSP AMCs offer a wide range of products to meet the requirement of every investor in the best way by offering mutual funds.
DSP AMC has schemes across debt, equity, hybrid, international funds, and ETFs (Exchange Traded Funds). It holds 25 years of Honest Asset Management.
For over two decades DSP has helped its investors to take responsible money decisions based on two pillars i.e., honesty & Integrity.
About DSP Equity Opportunities Fund
An open-ended growth scheme, seeking to generate long-term capital appreciation, from a portfolio that is substantially constituted of equity securities and equity-related securities of large and mid-cap companies.
The DSP Equity Opportunities Fund follows a growth style of investing which consists of growth stocks of large-, mid and small-cap companies.
The investment philosophy of the fund is to buy quality businesses from every sector to provide diversification.
The portfolio construction involves investing majorly in large & mid-cap companies. The fund core portfolio is based on long-term themes, core equity portfolio. The fund uses top-down sector analysis and bottom-up sub-sector stock analysis.
The portfolio holds the major exposure in large-cap stocks at 56% and sectorally major exposure is to financial services that account for almost one-third of the portfolio. The top 5 sectors hold nearly 66.66% of the portfolio.
Top 5 holdings
|State Bank of India||Financial||2.72|
Source: Value Research
Performance over 22 years
If you would have invested 10 lakhs at the inception of the DSP Equity Opportunities Fund, it would be now valued at Rs 3.64 crore.
The fund has given consistent returns and has outperformed the benchmark over the period of 22 years by generating a CAGR (Compounded Annual Growth Rate) of 17.40%.
Rohit Singhania: Prior to joining DSP Mutual Fund, he worked with HDFC Securities Ltd. and IL&FS Investment Limited.
Kaushal Maroo has recently joined the AMC in Dec 2022.
Who should invest?
Investors looking to
- Hold a focused portfolio of large & mid-cap companies
- Invest in market leaders of large & mid-cap companies
- To beat the impact of rising prices over the long-term
- Offers the chance to grow your wealth by owning high growth-potential companies at fair prices
- One should look at investing for a minimum of 5 -7 years or more
- A systematic investment Plan (SIP) is an ideal way to take exposure as it helps tackle market volatility
The DSP Equity Opportunities Fund has a well-diversified portfolio of 68 stocks that have delivered consistent returns over 22 years with a proven track record of a 17.40% CAGR consistently.
The fund is suitable for investors who have the patience & mental resilience to remain invested for a decade or more.
This is not recommendation advice. All information in this blog is for educational purposes only.
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