DSP Equity Opportunities Fund Direct Growth

Scheme code: INF740K01PL6 NAV value: ₹ 641.6930 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	4.81	59.46	35.26	30.46
3 year	11.35	34.23	21.10	21.66
5 year	4.60	31.91	16.04	16.04
7 year	9.10	19.38	15.61	15.02
10 year	14.39	19.75	17.44	16.29
12 year	16.94	18.75	17.91	15.16

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	35.26
3 year	6.28	33.32	15.57	21.1
5 year	0.74	26.02	12.91	16.04
7 year	3.33	15.62	11.64	15.61
10 year	3.49	17.22	10.65	17.44
12 year	3.07	16.17	10.8	17.91
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	35.26
3 year	6.56	32.12	15.66	21.1
5 year	1	26.2	12.75	16.04
7 year	3.8	15.42	11.84	15.61
10 year	3.8	18	11.09	17.44
12 year	3.63	16.86	11.19	17.91
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	35.26
3 year	7.68	33.37	17	21.1
5 year	0.71	27.63	13.15	16.04
7 year	3.76	16.01	12.04	15.61
10 year	3.56	16.94	10.94	17.44
12 year	3.31	16.54	10.99	17.91
15 year	6.56	16.42	10.95

Rolling return for 1 year

- Average return: 35.26% - Median return: 39.8% - Average standard deviation: 5.6

Rolling return for 3 year

- Average return: 21.1% - Median return: 20.62% - Average standard deviation: 1.94

Rolling return for 5 year

- Average return: 16.04% - Median return: 15.93% - Average standard deviation: 1.04

Rolling return for 7 year

- Average return: 15.61% - Median return: 15.73% - Average standard deviation: 0.75

Rolling return for 10 year

- Average return: 17.44% - Median return: 17.66% - Average standard deviation: 0.49

Rolling return for 12 year

- Average return: 17.91% - Median return: 18.02% - Average standard deviation: 0.45

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,45,721	1,45,721	12.15
3 year	36,00,000	48,98,236	12,98,236	10.81
5 year	60,00,000	94,04,455	34,04,455	9.41
7 year	84,00,000	1,49,36,886	65,36,886	8.57
10 year	1,20,00,000	2,98,29,162	1,78,29,162	9.53
12 year	1,44,00,000	4,45,29,791	3,01,29,791	9.86

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	12.15
3 year	7.35	10.81
5 year	7.28	9.41
7 year	6.36	8.57
10 year	5.93	9.53
12 year	6.09	9.86

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	12.15
3 year	7.51	10.81
5 year	7.25	9.41
7 year	6.38	8.57
10 year	6.15	9.53
12 year	6.3	9.86

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	12.15
3 year	8.25	10.81
5 year	7.64	9.41
7 year	6.58	8.57
10 year	6.21	9.53
12 year	6.36	9.86

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,45,721 - Absolute Returns: ₹1,45,721 - CAGR: 12.15%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,98,236 - Absolute Returns: ₹12,98,236 - CAGR: 10.81%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,04,455 - Absolute Returns: ₹34,04,455 - CAGR: 9.41%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,49,36,886 - Absolute Returns: ₹65,36,886 - CAGR: 8.57%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,98,29,162 - Absolute Returns: ₹1,78,29,162 - CAGR: 9.53%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,45,29,791 - Absolute Returns: ₹3,01,29,791 - CAGR: 9.86%