DSP Equity Opportunities Fund-Reg(G)
View the direct plan of this scheme
Rs 591.642 -8.642(-1.44 %) NAV as on 25 Apr 2025
Scheme Objective: The primary investment objective is to seek to generate long term capital appreciation from aportfolio that is substantially constituted of equity and equity related securities of large and midcapcompanies. From time to time, the fund manager will also seek participation in other equity andequity related securities to achieve optimal portfolio construction.
Performance (As on 25 Apr 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -1.58 % | 12.16 % | 20.45 % | 26.54 % | 17.76 % |
NIFTY LargeMidcap 250 | -2.90 % | 5.67 % | 16.72 % | 26.84 % | N/A |
Portfolio
Large-and-midcap funds invest a minimum of 35% each in large-cap stocks and mid-cap stocks. Depending on their mid-cap allocation, these funds can be more volatile than large-cap funds and even some multi-cap funds. These funds can be used to get exposure to mid-cap stocks without taking on the very high risk of mid-cap funds. The Nifty Midcap 250, the Nifty 500 or BSE 500 can be used as benchmarks to measure performance.
Large-and-midcap funds suit investors with moderate to high risk appetites. The minimum period for which these funds need to be held is 5 years.