1. Advisorkhoj
  2. DSP BlackRock Opportunities Fund-Regular Plan - Growth

DSP BlackRock Opportunities Fund-Regular Plan - Growth

Category: Equity Funds Diversified
Launch Date: 16-05-2000
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 2.51% As on (29-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 3,525.22 Cr As on (29-09-2017)
Turn over: 111.0
NAV as on 21-11-2017

223.08

1.13 (0.5061%)

CAGR Since Inception

19.38%

Nifty 500 Index 15.22%

PERFORMANCE of DSP BlackRock Opportunities Fund-Regular Plan - Growth

Scheme Performance (%)

Data as on - 21-11-2017

Yearly Performance (%)

Fund Managers

Mr. Rohit Singhania

Mr. Singhania is an MMS. Prior to joining DSPBR AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.

Investment Objective

The scheme seeking to generate long term appreciation and whose secondary objective is income generation and the distribution of dividend from a portfolio constituted of equity and equity related securities concentrating on the investment focus of the scheme. The aim of this scheme is to strongly outperform plain vanilla equity funds which are far more diversified in their portfolio weightage, to minimise risk.

RETURNS CALCULATOR for DSP BlackRock Opportunities Fund-Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of DSP BlackRock Opportunities Fund-Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP BlackRock Opportunities Fund-Regular Plan - Growth 15.3 1.06 1.18 1.06 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of DSP BlackRock Opportunities Fund-Regular Plan - Growth

Period
Data as on - 21-11-2017
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DSP BlackRock Opportunities Fund-Regular Plan - Growth 16-05-2000 37.36 22.94 16.62 21.54 11.13
Principal Growth Fund-Growth Option 25-10-2000 48.08 24.76 15.9 22.23 7.95
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 47.86 23.18 17.77 20.14 0.0
SBI-ETF Nifty Next 50 16-03-2015 45.61 25.23 0.0 0.0 0.0
Reliance ETF Junior BeES 21-02-2003 44.84 0.0 0.0 0.0 0.0
ICICI Prudential Nifty Next 50 Index Fund - Growth 25-06-2010 44.61 24.37 17.45 21.81 0.0
Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option 27-01-2015 44.57 19.68 0.0 0.0 0.0
Aditya Birla Sun Life India Reforms Fund-Growth 25-06-2010 43.9 22.35 13.71 17.16 0.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 43.82 23.12 12.8 16.38 9.39
BNP PARIBAS Dividend Yield Fund-Growth Option 15-09-2005 43.56 20.66 15.27 20.55 13.65

PORTFOLIO ANALYSIS of DSP BlackRock Opportunities Fund-Regular Plan - Growth

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback