Can I invest in SIP and Lumpsum in DSP Equity Opportunities Fund (IDCW) Direct Growth?

Yes, you can invest both lumpsum and SIP in DSP Equity Opportunities Fund (IDCW). Minimum lumpsum investment DSP Equity Opportunities Fund (IDCW) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of DSP Equity Opportunities Fund (IDCW) Direct Growth?

The latest NAV (Net Asset Value) of DSP Equity Opportunities Fund (IDCW) is DSP Equity Opportunities Fund (IDCW) is ₹34.97 as on 2025-03-11.

Which are the biggest stock holdings of DSP Equity Opportunities Fund (IDCW)?

The 5 biggest stock holdings of DSP Equity Opportunities Fund (IDCW) are: HDFC Bank (5.02%), Axis Bank (4.62%), ICICI Bank (4.61%), Kotak Mah. Bank (3.28%), St Bk of India (2.93%)

What are the top sectors DSP Equity Opportunities Fund (IDCW) invests in?

A majority of DSP Equity Opportunities Fund (IDCW) 's AUM worth ₹12,597.53 (Cr) is invested in these 3 top sectors: Banks : 21.96% Pharmaceuticals & Biotech : 9.07% IT-Software : 7.57%

Mutual Funds
DSP Equity Opportunities Fund (IDCW)

DSP Equity Opportunities Fund (IDCW)

Large & Mid Cap Fund

Invest Now

NAV
34.97(0.30%)
Fund Size (CR)
₹13,444.08
Expense Ratio
1.72
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
17.30%

Absolute Return: -19.35%

Annualized Return: 0%

Basic Details

Scheme Manager

Rohit Singhania

Bench Mark

Nifty LargeMidcap 250 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	3 March 2025	10238.45	2.38%	-	1.88%	34/138
1 Month	10 February 2025	9628.24	-3.72%	-	-5.58%	5/138
3 Month	10 December 2024	8781.15	-12.19%	-	-14.86%	17/138
6 Month	10 September 2024	8685.31	-13.15%	-	-14.53%	34/130
1 Year	7 March 2024	10660.68	6.61%	6.61%	3.00%	37/130
3 Year	10 March 2022	16749.62	67.50%	18.74%	16.08%	30/120
5 Year	9 March 2020	25630.16	156.30%	20.69%	20.52%	52/115
Since Inception	16 May 2000	526067.50	5160.68%	17.30%	13.62%	35/138

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 April 2024	1,20,000	1578755.49	1215.63%	1215.63%
3 Year	1 April 2022	3,60,000	5791158.40	1508.66%	152.44%
5 Year	1 April 2020	6,00,000	10714804.65	1685.80%	77.98%
10 Year	1 April 2015	12,00,000	22759151.28	1796.60%	34.21%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.14%

Standard Deviation

0.93%

Beta

0.73%

Sharpe Ratio

0.01%

Treynor's Ratio

2.13%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	5.02%	3647782	631.94	Equity	Banks
Axis Bank	4.62%	5730393	581.95	Equity	Banks
ICICI Bank	4.61%	4818712	580.22	Equity	Banks
Kotak Mah. Bank	3.28%	2168587	412.67	Equity	Banks
St Bk of India	2.93%	5356659	368.97	Equity	Banks
Cipla	2.14%	1919149	270.12	Equity	Pharmaceuticals
Ipca Labs.	2.05%	1901164	257.67	Equity	Pharmaceuticals
Larsen & Toubro	2.04%	813304	257.32	Equity	Infrastructure Developers & Operators
H P C L	2.00%	8565183	251.60	Equity	Refineries
Tata Motors	1.88%	3814004	236.72	Equity	Automobile

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Invesco India Large & Mid Cap Fund-Dir (IDCW)	6249.90	-6.20%	-16.52%	-13.25%	9.68%	20.32%
Invesco India Large & Mid Cap Fund-Dir (G)	6249.90	-6.19%	-16.52%	-13.23%	9.67%	20.32%
Motilal Oswal Large and Midcap Fund - Dir (IDCW)	8446.92	-8.23%	-22.24%	-16.49%	9.37%	23.34%
Motilal Oswal Large and Midcap Fund - Dir (G)	8446.92	-8.23%	-22.24%	-16.49%	9.37%	23.33%
LIC MF Large & Mid Cap Fund - Direct (G)	2915.53	-4.69%	-14.62%	-14.50%	9.21%	15.50%

News

DSP Mutual Fund announces IDCW & Income Distribution cum Capital Withdrawal (IDCW) under its schemes
DSP Mutual Fund has announced 06 March 2025 as the record date for declaration of IDCW under the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
DSP Flexi Cap Fund - Regular Plan ' IDCW: 4.80
DSP Flexi Cap Fund - Direct Plan ' IDCW: 6.90
DSP Natural Resources and New Energy Fund - Regular Plan ' IDCW: 2.20
DSP Natural Resources and New Energy Fund - Direct Plan ' IDCW: 2.60
DSP Value Fund - Regular Plan - IDCW: 1.30
DSP Value Fund - Direct Plan - IDCW: 1.50
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DSP Mutual Fund announces IDCW & Income Distribution cum Capital Withdrawal (IDCW) under its scheme
DSP Mutual Fund has announced 28 February 2025 as the record date for declaration of IDCW under the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
DSP Aggressive Hybrid Fund- Regular Plan ' IDCW & Direct Plan ' IDCW: 0.200 each.
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DSP MF announces Income Distribution cum Capital Withdrawal (IDCW) under four schemes
DSP Mutual Fund has announced 27 February 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The amount of IDCW (Rs. per unit) on the face value of Rs 10 per unit will be:
DSP Equity Opportunities Fund ' Regular Plan ' IDCW Option: 3.100
DSP Equity Opportunities Fund ' Direct Plan ' IDCW Option: 8.800
DSP Multi Asset Allocation Fund ' Regular Plan ' IDCW Option: 0.600
DSP Multi Asset Allocation Fund ' Direct Plan ' IDCW Option: 0.600
DSP Healthcare Fund ' Regular Plan ' IDCW Option: 2.100
DSP Healthcare Fund ' Direct Plan ' IDCW Option: 2.300
DSP Quant Fund ' Regular Plan ' IDCW Option: 1.400
DSP Quant Fund ' Direct Plan ' IDCW Option: 1.500
DSP Arbitrage Fund ' Regular Plan ' IDCW Option: 0.600
DSP Arbitrage Fund ' Direct Plan ' IDCW Option: 0.600
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Fund House Details & Investment Objective

Date of Incorporation

11 March 2000

Total AUM (Cr)

₹12597.53

DSP Equity Opportunities Fund (IDCW) is an Large & Mid Cap Fund-oriented fund from the renowned AMC, DSP Mutual Fund. Launched in 11 March 2000, this fund is managed by Rohit Singhania. With assets under management (AUM) worth ₹12,597.53 (Cr), as of 11 March 2025, DSP Equity Opportunities Fund (IDCW) is categorized as a Large & Mid Cap Fund within its segment. The fund has generated a return of 17.30% since its launch.
The current NAV of DSP Equity Opportunities Fund (IDCW) is ₹34.97, as on 11 March 2025. The fund's benchmark index is Nifty LargeMidcap 250 TRI. You can invest in DSP Equity Opportunities Fund (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Holding period from date of allotment: < 12 months - 1% >=12 months - NIL. The fund has generated 18.74% and 20.69% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.86% in Equity, 3.95% in Debt and 0.19% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 21.96% in Banks, 9.07% in Pharmaceuticals & Biotech, 7.57% in IT-Software, 7.43% in Finance, 6.19% in Auto Components

FAQs

How to Invest in DSP Equity Opportunities Fund (IDCW) Direct Growth?

DSP Equity Opportunities Fund (IDCW) is a popular fund in the Large & Mid Cap Fund segment. The fund has generated a return of 17.30% since inception. Looking to invest in DSP Equity Opportunities Fund (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in DSP Equity Opportunities Fund (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, DSP Equity Opportunities Fund (IDCW)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in DSP Equity Opportunities Fund (IDCW) today and reap the benefits of this Large & Mid Cap Fund fund!

How much returns has DSP Equity Opportunities Fund (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, DSP Equity Opportunities Fund (IDCW) has generated annualised return of 6.61%. In the long-term, the fund has generated 18.74% and 20.69% in 3 and 5 years respectively. Since its inception, the fund has generated 17.30% returns.

What is the expense ratio of DSP Equity Opportunities Fund (IDCW) Direct Growth?

The expense ratio of DSP Equity Opportunities Fund (IDCW) Direct Growth is 1.72%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of DSP Equity Opportunities Fund (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of DSP Equity Opportunities Fund (IDCW) is ₹12,597.53 (Cr) as of 2025-03-11 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from DSP Equity Opportunities Fund (IDCW) Direct Growth?

Redeeming or selling units of DSP Equity Opportunities Fund (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from DSP Equity Opportunities Fund (IDCW):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case DSP Equity Opportunities Fund (IDCW)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).