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

Yes, you can invest both lumpsum and SIP in DSP Equity Opportunities Fund - Direct (G). Minimum lumpsum investment DSP Equity Opportunities Fund - Direct (G) 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 - Direct (G) Direct Growth?

The latest NAV ( Net Asset Value ) of DSP Equity Opportunities Fund - Direct (G) is DSP Equity Opportunities Fund - Direct (G) is ₹649.79 as on 2025-03-25.

Which are the biggest stock holdings of DSP Equity Opportunities Fund - Direct (G)?

The 5 biggest stock holdings of DSP Equity Opportunities Fund - Direct (G) 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 - Direct (G) invests in?

A majority of DSP Equity Opportunities Fund - Direct (G) 's AUM worth ₹12,597.53 (Cr) is invested in these 3 top sectors: Banks : 23.06% Pharmaceuticals & Biotech : 9.45% IT-Software : 6.33%

Mutual Funds
AMC
DSP Equity Opportunities Fund - Direct (G)

DSP Equity Opportunities Fund - Direct (G)

Large & Mid Cap Fund

Invest Now

NAV
649.79(-0.34%)
Fund Size (CR)
₹12,597.53
Expense Ratio
0.69
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
17.32%

Absolute Return: -2.45%

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	17 March 2025	10653.38	6.53%	-	6.51%	74/138
1 Month	24 February 2025	10634.02	6.34%	-	5.46%	34/138
3 Month	24 December 2024	9805.03	-1.95%	-	-6.03%	6/138
6 Month	24 September 2024	9142.15	-8.58%	-	-11.51%	12/134
1 Year	22 March 2024	11958.80	19.59%	19.59%	12.13%	10/130
3 Year	24 March 2022	17894.51	78.95%	21.38%	17.15%	14/120
5 Year	24 March 2020	39474.61	294.75%	31.58%	29.82%	28/115
Since Inception	2 January 2013	70561.13	605.61%	17.32%	14.99%	43/138

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	120745.83	0.62%	0.62%
3 Year	1 April 2022	3,60,000	494273.19	37.30%	11.14%
5 Year	1 April 2020	6,00,000	1039061.47	73.18%	11.61%
10 Year	1 April 2015	12,00,000	3066498.80	155.54%	9.84%

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

0.80%

Sharpe Ratio

0.01%

Treynor's Ratio

3.12%

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
DSP Equity Opportunities Fund - Direct (G)	12597.53	6.34%	-1.95%	-8.58%	19.59%	21.38%
Motilal Oswal Large and Midcap Fund - Dir (IDCW)	7624.82	6.66%	-15.16%	-14.19%	21.28%	26.28%
Motilal Oswal Large and Midcap Fund - Dir (G)	7624.82	6.66%	-15.16%	-14.19%	21.28%	26.28%
LIC MF Large & Mid Cap Fund - Direct (G)	2597.92	7.15%	-5.86%	-9.38%	19.89%	16.77%
LIC MF Large & Mid Cap Fund - Direct (IDCW)	2597.92	7.15%	-5.86%	-9.38%	19.88%	16.76%
Invesco India Large & Mid Cap Fund-Dir (G)	5930.35	4.61%	-9.35%	-12.04%	19.76%	21.68%

List of Schemes under DSP Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
DSP Multicap Fund	Equity	Very High	13.86%	0	₹1,790.31
DSP Top 100 Equity Fund	Equity	Very High	18.32%	4	₹4,519.34
DSP Equity Opportunities Fund	Equity	Very High	19.59%	3	₹12,597.53
DSP Midcap Fund	Equity	Very High	16.91%	1	₹15,879.98
DSP Small Cap Fund	Equity	Very High	13%	2	₹13,276.88
DSP Value Fund	Equity	Very High	12.74%	3	₹877.02
DSP Focus Fund	Equity	Very High	21.24%	3	₹2,258.59
DSP India T.I.G.E.R. Fund	Equity	Very High	11.98%	3	₹4,464.74
DSP Natural Resources & New Energy Fund	Equity	Very High	8.59%	0	₹1,125.17
DSP Healthcare Fund	Equity	Very High	19.99%	4	₹2,950.74
DSP Quant Fund	Equity	Very High	6.02%	0	₹944.97
DSP Banking & Financial Services Fund	Equity	Very High	26.69%	0	₹1,012.79
DSP Business Cycle Fund	Equity	Very High	0%	0	₹873.62
DSP ELSS Tax Saver Fund	Equity	Very High	19.77%	4	₹14,981.09
DSP Overnight Fund	Debt	Low	6.68%	4	₹1,927.75
DSP Liquidity Fund	Debt	Moderate	7.41%	4	₹21,542.61
DSP Ultra Short Fund	Debt	Moderately Low	7.91%	3	₹3,164.70
DSP Low Duration Fund	Debt	Moderately Low	7.79%	3	₹4,788.15
DSP Savings Fund	Debt	Moderate	7.61%	3	₹3,672.88
DSP Short Term Fund	Debt	Moderately Low	8.38%	3	₹2,792.14
DSP Bond Fund	Debt	Moderate	8.53%	3	₹302.96
DSP Strategic Bond Fund	Debt	Moderately Low	9.39%	3	₹1,653.33
DSP Corporate Bond Fund	Debt	Moderate	7.96%	1	₹2,698.27
DSP Credit Risk Fund	Debt	Moderately High	22.46%	5	₹206.52
DSP Banking & Psu Debt Fund	Debt	Moderately Low	8.38%	2	₹3,114.61
DSP Gilt Fund	Debt	Moderately High	9.52%	3	₹1,646.56
DSP 10Y G-Sec	Debt	Moderate	9.43%	0	₹57.07
DSP Floater Fund	Debt	Moderately Low	9.15%	2	₹565.93
DSP Regular Savings Fund	Hybrid	Moderately High	12.19%	3	₹163.14
DSP Aggressive Hybrid Fund	Hybrid	Very High	20.18%	3	₹9,794.68
DSP Dynamic Asset Allocation Fund	Hybrid	Moderately High	14.76%	3	₹3,105.84
DSP Multi Asset Allocation Fund	Hybrid	Very High	16.7%	0	₹2,603.61
DSP Arbitrage Fund	Hybrid	Low	7.88%	3	₹6,185.28
DSP Equity Savings Fund	Hybrid	Moderately High	12.78%	3	₹2,475.66
DSP Nifty 50 Equal Weight Index Fund	Other	Very High	6.43%	4	₹1,827.38
DSP Nifty 50 Index Fund	Other	Very High	8.13%	2	₹631.28
DSP Nifty Next 50 Index Fund	Other	Very High	7.72%	3	₹807.39
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund	Other	Moderate	8.54%	0	₹2,198.41
DSP Nifty Midcap 150 Quality 50 Index Fund	Other	Very High	10.84%	0	₹340.71
DSP CRISIL SDL Plus G-Sec Apr 2033 50:50 Index Fund	Other	Moderately High	9.68%	0	₹385.34
DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund	Other	Moderate	8.38%	0	₹97.82
DSP Nifty Smallcap250 Quality 50 Index Fund	Other	Very High	8.96%	0	₹175.73
DSP Nifty Bank Index Fund	Other	Very High	0%	0	₹43.47
DSP Nifty Top 10 Equal Weight Index Fund	Other	Very High	0%	0	₹1,384.33
DSP BSE SENSEX Next 30 Index Fund	Other	Very High	0%	0	₹6.76
DSP Nifty Private Bank Index Fund	Other	Very High	0%	0	₹0.00
DSP US Flexible Equity Fund of Fund	Other	Very High	6.72%	0	₹875.96
DSP Global Clean Energy Fund of Fund	Other	Very High	-6.2%	0	₹85.31
DSP World Gold Fund of Fund	Other	Very High	55.11%	0	₹1,057.53
DSP World Mining Fund of Fund	Other	Very High	8.62%	0	₹125.93
DSP Global Innovation Fund of Fund	Other	Very High	9.15%	0	₹949.04
DSP US Treasury Fund of Fund	Other	Very High	7.37%	0	₹62.06
DSP Income Plus Arbitrage Fund of Fund	Other	Moderate	8.34%	0	₹54.52
DSP Gold ETF Fund of Fund	Other	High	29.68%	0	₹76.35
DSP FMP - Series 264 - 60Mth - 17D	Debt	Moderate	8.17%	0	₹50.17
DSP FMP - Series 267 - 1246Days	Debt	Moderate	7.92%	0	₹673.94
DSP FMP - Series 268 - 1281Days	Debt	Moderately Low	7.98%	0	₹124.50
DSP FMP - Series 270 - 1144Days	Debt	Moderate	7.9%	0	₹183.01
DSP FMP - Series 271 - 1147Days	Debt	Moderate	0%	0	₹0.00
DSP Flexi Cap Fund	Equity	Very High	17.66%	3	₹10,319.57

News

DSP Mutual Fund announces change in Exit Load Structure

DSP Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 21 March 2025

Change in Exit Load:

Name of the Scheme	Existing Exit Load Structure	Revised Exit Load Structure
DSP Dynamic Asset Allocation Fund	Exit Load (as a % of Applicable NAV): Holding period from the date of allotment: 1) If the units redeemed or switched-out are upto 10% of the units (the limit) purchased or switched within 12 months from the date of allotment: Nil; : 2) If units redeemed or switched out are in excess of the limit within 12 months from the date of allotment: 1%; : 3) If units are redeemed or switched out on or after 12 months from the date of allotment: Nil : Note: No exit load shall be levied in case of switch of investment from Regular Plan to Direct Plan and vice versa.	Exit Load (as a % of Applicable NAV): Holding period from the date of allotment: <= 1 month 1% > 1 month Nil Note: No exit load shall be levied in case of switch of investment from Regular Plan to Direct Plan and vice versa.

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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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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹12597.53

DSP Equity Opportunities Fund - Direct (G) is an Large & Mid Cap Fund-oriented fund from the renowned AMC, DSP Mutual Fund. Launched in 1 January 2013, this fund is managed by Rohit Singhania. With assets under management (AUM) worth ₹12,597.53 (Cr), as of 25 March 2025, DSP Equity Opportunities Fund - Direct (G) is categorized as a Large & Mid Cap Fund within its segment. The fund has generated a return of 17.32% since its launch.
The current NAV of DSP Equity Opportunities Fund - Direct (G) is ₹649.79, as on 25 March 2025. The fund's benchmark index is Nifty LargeMidcap 250 TRI. You can invest in DSP Equity Opportunities Fund - Direct (G) 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 21.38% and 31.58% 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: 23.06% in Banks, 9.45% in Pharmaceuticals & Biotech, 6.33% in IT-Software, 5.96% in Finance, 5.84% in Auto Components

FAQs

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

DSP Equity Opportunities Fund - Direct (G) is a popular fund in the Large & Mid Cap Fund segment. The fund has generated a return of 17.32% since inception. Looking to invest in DSP Equity Opportunities Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in DSP Equity Opportunities Fund - Direct (G) 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 on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, DSP Equity Opportunities Fund - Direct (G)
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: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode 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: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

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

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

In the short term, i.e., 1 year, DSP Equity Opportunities Fund - Direct (G) has generated annualised return of 19.59%. In the long-term, the fund has generated 21.38% and 31.58% in 3 and 5 years respectively. Since its inception, the fund has generated 17.32% returns.

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

The expense ratio of DSP Equity Opportunities Fund - Direct (G) Direct Growth is 0.69%. 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 - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of DSP Equity Opportunities Fund - Direct (G) is ₹12,597.53 (Cr) as of 2025-03-25 AUM shows the fund’s popularity and is often indicative of fund strength.

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

Redeeming or selling units of DSP Equity Opportunities Fund - Direct (G) 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 - Direct (G):

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 - Direct (G)).
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).