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DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

DSP Equity Opportunities Fund - Portfolio Analysis

  • ₹602.29 (0.6%)

    Current NAV 23-04-2025

  • 15.56%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 28-Feb-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 95.88%
  • Others 4.12%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 48.8
Mid Cap 35.62
Small Cap 9.7
Others 1.76

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial Services

Healthcare

Basic Materials

Consumer Cyclical

Industrials

Technology

Energy

Utilities

Consumer Defensive

Communication Services

Real Estate

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
24-Apr-2025
Holdings PE Ratio
24-Apr-2025
1Y Return
HDFC Bank Ltd Large Cap Financial Services (19.58) 5.02% 20.68 26.62%
Axis Bank Ltd Large Cap Financial Services (24.43) 4.62% 28.68 29.81%
ICICI Bank Ltd Large Cap Financial Services (19.58) 4.61% 19.56 27.78%
Kotak Mahindra Bank Ltd Large Cap Financial Services (24.43) 3.28% 26.45 -0.13%
State Bank of India Large Cap Financial Services (10.85) 2.93% 9.14 5.06%
Cipla Ltd Large Cap Healthcare (47.07) 2.14% 25.15 11.1%
Ipca Laboratories Ltd Mid Cap Healthcare (47.07) 2.05% 50.66 8.09%
Larsen & Toubro Ltd Large Cap Industrials (37.34) 2.04% 33.3 -9.23%
Hindustan Petroleum Corp Ltd Mid Cap Energy (17.02) 2% 13.76 20.05%
Tata Motors Ltd Large Cap Consumer Cyclical (95.46) 1.88% 40.82 136.49%
HCL Technologies Ltd Large Cap Technology (29.28) 1.87% 24.77 7.26%
Coforge Ltd Mid Cap Technology (29.28) 1.79% 62.64 39.68%
Suven Pharmaceuticals Ltd Small Cap Healthcare (47.07) 1.74% 109.4 88.47%
NTPC Ltd Large Cap Utilities (23.38) 1.67% 16.05 3.5%
Max Financial Services Ltd Mid Cap Financial Services (20.21) 1.63% 168.36 15.87%
AU Small Finance Bank Ltd Mid Cap Financial Services (17.76) 1.59% 0 95.96%
Coromandel International Ltd Mid Cap Basic Materials (15.82) 1.59% 18.4 18.6%
Indus Towers Ltd Ordinary Shares Large Cap Communication Services (22.22) 1.59% 10.73 16.83%
Shriram Finance Ltd Financial Services 1.59% - 0%
Power Finance Corp Ltd Large Cap Financial Services (12.6) 1.58% 5.59 -6.02%
Bharti Airtel Ltd Large Cap Communication Services (199.01) 1.54% 43.54 38.22%
Infosys Ltd Large Cap Technology (29.28) 1.52% 22.89 2.82%
Petronet LNG Ltd Mid Cap Energy (21.31) 1.5% 12.95 6.45%
Mahindra & Mahindra Ltd Large Cap Consumer Cyclical (29.64) 1.49% 27.31 39.29%
Hindalco Industries Ltd Large Cap Basic Materials (30.32) 1.48% 38.75 29.66%
Samvardhana Motherson International Ltd Large Cap Consumer Cyclical (93.62) 1.41% 23.21 7.26%
SBI Cards and Payment Services Ltd Ordinary Shares Mid Cap Financial Services (30.35) 1.41% 0 21.08%
Alkem Laboratories Ltd Mid Cap Healthcare (38.82) 1.36% 57.92 -8.63%
Hindustan Unilever Ltd Large Cap Consumer Defensive (38.82) 1.32% 0 0%
Jindal Steel & Power Ltd Mid Cap Basic Materials (24.14) 1.32% 22.64 -3.12%
APL Apollo Tubes Ltd Mid Cap Basic Materials (28.48) 1.31% 71.28 3.03%
LIC Housing Finance Ltd Mid Cap Financial Services (17.86) 1.3% 5.46 -21.23%
Emami Ltd Small Cap Consumer Defensive (61.32) 1.3% 35.46 44.42%
Oil India Ltd Mid Cap Energy (8.35) 1.2% 8.95 3.1%
SBI Life Insurance Co Ltd Large Cap Financial Services (18.7) 1.17% 0 -4.86%
Mphasis Ltd Mid Cap Technology (19.56) 1.15% 0 0%
Crompton Greaves Consumer Electricals Ltd Small Cap Consumer Cyclical (85.13) 1.14% 42.31 12.04%
Phoenix Mills Ltd Mid Cap Real Estate (90.85) 1.14% 57.23 5.53%
Indraprastha Gas Ltd Mid Cap Utilities (21.31) 1.09% 15.24 -17.55%
Bharat Forge Ltd Mid Cap Consumer Cyclical (26.29) 1.04% 0 0%
Gujarat Fluorochemicals Ltd Ordinary Shares Mid Cap Basic Materials (60.74) 1.04% 95.45 8.06%
GAIL (India) Ltd Large Cap Utilities (13.21) 1.02% 8.42 -11.83%
UNO Minda Ltd Mid Cap Consumer Cyclical (95.28) 1.02% 73.31 30.06%
Fortis Healthcare Ltd Mid Cap Healthcare (101.04) 1.02% 65.49 48.2%
The Federal Bank Ltd Mid Cap Financial Services (18.14) 1.01% 10.81 15.24%
ITC Ltd Large Cap Consumer Defensive (24.68) 1.01% 24.94 -2.35%
Godrej Industries Ltd Mid Cap Industrials (61.32) 1% 78.81 34.05%
Exide Industries Ltd Mid Cap Consumer Cyclical (29.61) 0.98% 40.83 -17.42%
Bharat Petroleum Corp Ltd Large Cap Energy (17.02) 0.94% 9.54 1.79%
Schaeffler India Ltd Mid Cap Consumer Cyclical (42.05) 0.93% 54.91 0.24%
Lupin Ltd Mid Cap Healthcare (132.95) 0.9% 167.31 197.56%
Container Corporation of India Ltd Mid Cap Industrials (35.08) 0.88% 30.54 -32.63%
Asian Paints Ltd Large Cap Basic Materials 0.88% - 0%
Polycab India Ltd Large Cap Industrials (42.89) 0.87% 44.93 -1.61%
UltraTech Cement Ltd Large Cap Basic Materials (55.96) 0.82% 44.61 34.3%
ACC Ltd Mid Cap Basic Materials (54.86) 0.7% 14.91 -19.4%
Laurus Labs Ltd Small Cap Healthcare (46.65) 0.69% 0 9.05%
Dalmia Bharat Ltd Mid Cap Basic Materials (54.86) 0.68% 65.57 0.47%
KEC International Ltd Small Cap Industrials (26.89) 0.64% 213.91 49.58%
Pfizer Ltd Small Cap Healthcare (46.52) 0.57% 0 2.19%
Century Plyboards (India) Ltd Small Cap Basic Materials (26.83) 0.57% 76.23 13.87%
Atul Ltd Small Cap Basic Materials (41.17) 0.56% 37.69 -14.39%
Hatsun Agro Product Ltd Small Cap Consumer Defensive (53) 0.52% 0 -15.93%
ICICI Lombard General Insurance Co Ltd Mid Cap Financial Services (39.82) 0.52% 0 10.48%
Gujarat State Petronet Ltd Small Cap Utilities (15.66) 0.52% 13.22 6.12%
Syngene International Ltd Mid Cap Healthcare (59.08) 0.48% 53.99 -7.47%
Sansera Engineering Ltd Small Cap Consumer Cyclical (52.12) 0.46% 29.45 30.69%
KNR Constructions Ltd Small Cap Industrials (37.34) 0.42% 5.59 -7.53%
Ahluwalia Contracts (India) Ltd Small Cap Industrials (37.34) 0.41% 18.84 -22.33%
Bharti Airtel Ltd (Partly Paid Rs.1.25) Communication Services (98.44) 0.17% 9.63 68%
G R Infraprojects Ltd Small Cap Industrials (10.47) 0.15% 9.24 -16.7%
Cholamandalam Investment and Finance Co Ltd Large Cap Financial Services (26.13) 0.08% 28.3 41.05%
City Online Services Ltd Small Cap Communication Services (62.89) 0% -2.16 12.59%
NTPC Green Energy Ltd Large Cap Utilities 0% - 0%
Bajaj Finance Ltd Large Cap Financial Services (33.49) 0% 36.16 28.11%
ITC Hotels Ltd Consumer Cyclical 0% - 0%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 4.12

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Treps / Reverse Repo Investments 3.95% - 0%
Cash Margin 0.4% - 0%
Net Receivables/Payables -0.23% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for DSP Equity Opportunities Fund?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for DSP Equity Opportunities Fund?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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