Jama - DSP Equity Opportunities Fund


DSP Equity Opportunities Fund


NAV : 378.488
(+1.1639999999999873
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)
AUM : ₹4,943 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.42%9.87%3.87%-3.58%27.27%16.66%12.21%



NAV History



Expense Ratio Trends


Fund Details

1 (a). Equity & equity related instruments of large cap companies: 35% - 65%, 1(b). Equity & equity related instruments of mid cap companies: 35% - 65%, 1(c)Investment in other equity and equity related instruments: 0% - 30%, 2. Debt* and Money Market Securities : 0% -30%, 3. Units of REITs and InvITs : 0%- 10%. * Debt securities/ instruments are deemed to include securitised debts
NAV378.488
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio93.0%
Exit Load : Holding Period: < 12 months: 1% >= 12 months: Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,918₹1,01,669₹249
After 3 years₹1,58,749₹1,54,314₹4,435
After 20 years₹21,78,084₹18,03,175₹3,74,909

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 16.66% Past 3 yr Data




Fund 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. There is no assurance that the investment objective of the Scheme will be realized
Fund Manager:
Rohit Singhania