Dsp Equity Opportunities Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 2
Rating
Growth Option 09-05-2025
NAV ₹587.39(R) -0.31% ₹654.85(D) -0.31%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 12.74% 21.79% 26.46% 14.98% 15.12%
Direct 13.89% 22.99% 27.69% 16.1% 16.24%
Nifty Large Midcap 250 TRI 8.37% 19.47% 27.6% 15.2% 15.29%
SIP (XIRR) Regular 0.59% 19.7% 19.72% 18.74% 16.62%
Direct 1.62% 20.92% 20.92% 19.89% 17.74%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.77 0.42 0.71 3.34% 0.12
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
14.95% -16.58% -16.82% 0.95 10.22%

NAV Date: 09-05-2025

Scheme Name NAV Rupee Change Percent Change
DSP Equity Opportunities Fund-Regular Plan - IDCW 37.34
-0.1200
-0.3100%
DSP Equity Opportunities Fund - Direct Plan - IDCW 106.21
-0.3300
-0.3100%
DSP Equity Opportunities Fund-Regular Plan - Growth 587.39
-1.8300
-0.3100%
DSP Equity Opportunities Fund - Direct Plan - Growth 654.85
-2.0200
-0.3100%

Review Date: 09-05-2025

Beginning of Analysis

In the Large & Mid Cap Fund category, Dsp Equity Opportunities Fund is the second ranked fund. The category has total 26 funds. The 5 star rating shows an excellent past performance of the Dsp Equity Opportunities Fund in Large & Mid Cap Fund. The fund has a Jensen Alpha of 3.34% which is higher than the category average of -0.27%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.77 which is higher than the category average of 0.54.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Large & Mid Cap Mutual Funds are ideal for investors seeking a balanced exposure to both large-cap stability and mid-cap growth potential. These funds allocate a minimum of 35% each to large-cap and mid-cap stocks, offering a diversified portfolio with a balanced risk-return profile. While they provide the potential for higher returns through mid-cap stocks, they also carry higher risks due to mid-cap volatility. Investors should have a long-term investment horizon and a moderate risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to balance large-cap and mid-cap allocations effectively.

Dsp Equity Opportunities Fund Return Analysis

The Dsp Equity Opportunities Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Large & Mid Cap Fund peers and the Nifty Large Midcap 250 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Large & Mid Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of 6.44%, 3.37 and -2.38 in last one, three and six months respectively. In the same period the category average return was 6.23%, 0.98% and -4.79% respectively.
  • Dsp Equity Opportunities Fund has given a return of 13.89% in last one year. In the same period the Nifty Large Midcap 250 TRI return was 8.37%. The fund has given 5.52% more return than the benchmark return.
  • The fund has given a return of 22.99% in last three years and rank 6th out of 26 funds in the category. In the same period the Nifty Large Midcap 250 TRI return was 19.47%. The fund has given 3.52% more return than the benchmark return.
  • Dsp Equity Opportunities Fund has given a return of 27.69% in last five years and category average returns is 26.89% in same period. The fund ranked 8th out of 25 funds in the category. In the same period the Nifty Large Midcap 250 TRI return was 27.6%. The fund has given 0.09% more return than the benchmark return.
  • The fund has given a return of 16.24% in last ten years and ranked 4th out of 18 funds in the category. In the same period the Nifty Large Midcap 250 TRI return was 15.29%. The fund has given 0.95% more return than the benchmark return.
  • The fund has given a SIP return of 1.62% in last one year whereas category average SIP return is -3.66%. The fund one year return rank in the category is 5th in 29 funds
  • The fund has SIP return of 20.92% in last three years and ranks 5th in 26 funds. motilal oswal large and midcap fund has given the highest SIP return (23.38%) in the category in last three years.
  • The fund has SIP return of 20.92% in last five years whereas category average SIP return is 19.05%.

Dsp Equity Opportunities Fund Risk Analysis

  • The fund has a standard deviation of 14.95 and semi deviation of 10.22. The category average standard deviation is 15.22 and semi deviation is 10.93.
  • The fund has a Value at Risk (VaR) of -16.58 and a maximum drawdown of -16.82. The category average VaR is -19.51 and the maximum drawdown is -18.42. The fund has a beta of 0.95 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Large & Mid Cap Fund Category
  • Good Performance in Large & Mid Cap Fund Category
  • Poor Performance in Large & Mid Cap Fund Category
  • Very Poor Performance in Large & Mid Cap Fund Category

  • Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Dsp Equity Opportunities Fund NAV Regular Growth Dsp Equity Opportunities Fund NAV Direct Growth
    09-05-2025 587.387 654.846
    08-05-2025 589.212 656.862
    07-05-2025 594.363 662.586
    06-05-2025 589.591 657.248
    02-05-2025 592.182 660.063
    30-04-2025 594.233 662.312
    28-04-2025 597.064 665.43
    25-04-2025 591.642 659.332
    24-04-2025 600.284 668.943
    23-04-2025 602.289 671.159
    22-04-2025 598.668 667.106
    21-04-2025 595.659 663.734
    17-04-2025 586.037 652.939
    16-04-2025 579.558 645.703
    15-04-2025 575.975 641.693
    11-04-2025 561.493 625.489
    09-04-2025 552.298 615.211

    Fund Launch Date: 11/Mar/2000
    Fund Category: Large & Mid Cap Fund
    Investment Objective: The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction.
    Fund Description: Large & Mid Cap Fund- An open ended equity scheme investing in both large cap and mid cap stocks
    Fund Benchmark: Nifty Large Midcap 250 (Total Return Index)
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.