DSP Equity Opportunities mutual fund review: What makes this scheme a worthy bet (2024)

FAQs

Is it good to invest in DSP Mutual Fund? ›

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 15.29% & 15.71%. The DSP Equity & Bond Fund comes under the Hybrid category of DSP Mutual Funds. Minimum Investment Amount: Lump sum minimum amount for DSP Equity & Bond Fund is ₹100 and for SIP, it is ₹100.

1. Current NAV: The Current Net Asset Value of the DSP Equity Opportunities Fund as of Apr 22, 2024 is Rs 519.86 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 43.74% (1yr), 21.22% (3yr), 18.29% (5yr) and 17.9% (since launch).

You can start by honing in on funds that invest in the types of assets you are looking to gain exposure to. From there, take a look at the fees and overall costs. The higher the costs, the less your returns will be. Compare the performance of the fund over the last three, five, and 10 years.

We invest in simple businesses (focused mono-line businesses or few complimentary businesses) with good predictability and high growth potential.

DSP Mutual Fund is one of the reputed AMCs in India. SEBI strictly regulates all mutual fund houses. But no Asset Management Company can guarantee the safety of capital when it comes to market-linked investments like mutual funds.

This is an Equity Diversified, Large & Mid cap fund with NIFTY LargeMidcap 250 (TRI) as its benchmark. The risk level for this fund is categorized as Very High Risk.

Nav of DSP Equity Opportunities Fund (G) as of 4/9/2024 is ₹523.49 with the total AUM as of 4/10/2024 is ₹10916.631. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Equity Opportunities Fund (G) was launched on May 16, 2000. The category risk of the fund is Very High Risk.

1. Current NAV: The Current Net Asset Value of the DSP Small Cap Fund - Regular Plan as of Apr 16, 2024 is Rs 164.31 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 47.65% (1yr), 28.11% (3yr), 24.29% (5yr) and 18.13% (since launch).

Lack of Control. Because mutual funds do all the picking and investing work, they may be inappropriate for investors who want to have complete control over their portfolios and be able to rebalance their holdings on a regular basis.

Is it good time to invest in mutual funds now? ›

There is no better time to start investing. It is very difficult to time the markets and although the markets are due for a correction, it would not be wise to wait further. Also, when it comes to SIPs, there is not much merit in timing the markets. We would suggest you invest in different mutual fund categories.

All investments carry some degree of risk and can lose value if the overall market declines or, in the case of individual stocks, the company folds. Still, mutual funds are generally considered safer than stocks because they are inherently diversified, which helps mitigate the risk and volatility in your portfolio.

You can visit the nearest DSP Mutual Fund office to withdraw money from the DSP Mutual Fund. Alternatively, you can redeem your investment online by visiting the DSP Mutual Fund website. You can log in with your folio number and select the withdrawal option.

DSP Flexi Cap Fund was earlier known as DSP Equity Fund. The name of the scheme was changed on January 28, 2021. DSP Equity & Bond Fund was earlier known as DSP Blackrock Balanced Fund. The name of the scheme was changed on March 16, 2018.

What is in DSP ELSS Tax Saver Fund? This is an Equity Linked Savings Scheme (ELSS). Equity Linked Savings Scheme or ELSS (lock in period: 3 years) allows you to avail tax deduction of up to Rs. 1.5 lakh under Section 80C of Indian Income Tax Act, 1961 under the old tax regime.

Difficulty in Selecting Schemes: There are several mutual fund schemes offered by various AMC's in India. It is not easy to select one scheme in all the suitable schemes. Often, direct investors select schemes based on past performance without analysing other factors.

1. Current NAV: The Current Net Asset Value of the DSP Midcap Fund - Regular Plan as of Apr 19, 2024 is Rs 120.05 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 41.26% (1yr), 16.87% (3yr), 16.99% (5yr) and 15.31% (since launch).

2. Returns: Its trailing returns over different time periods are: 41.29% (1yr), 21.29% (3yr), 18.82% (5yr) and 15.2% (since launch). Whereas, Category returns for the same time duration are: 38.71% (1yr), 20.16% (3yr) and 17.05% (5yr). 3.

As the regular fund has a higher expense ratio due to the commission and brokerage involved, the NAV of the regular schemes is generally lower than the direct plans since there is no commission or brokerage in direct plans. Returns: Direct plans offer higher returns due to a lower expense ratio than regular funds.