DSP Equity Opportunities Fund Direct Growth

Scheme code: INF740K01PL6 NAV value: ₹ 629.9600 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 23.07 59.46 43.48 40.13
3 year 17.20 24.67 21.14 21.18
5 year 17.88 26.86 22.38 22.35
7 year 15.38 19.10 16.98 16.68
10 year 16.05 19.75 18.06 17.22

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 43.48
3 year 7.63 16.87 13.32 21.14
5 year 12.6 19.62 15.37 22.38
7 year 10.81 15.2 13.42 16.98
10 year 9.81 13.99 12.12 18.06
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 43.48
3 year 7.94 17.89 14.14 21.14
5 year 13.28 20.23 15.93 22.38
7 year 10.62 15.28 13.42 16.98
10 year 10.08 14.47 12.61 18.06
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 43.48
3 year 9.26 19.51 15.7 21.14
5 year 14.45 21.69 17.28 22.38
7 year 11.07 15.88 13.98 16.98
10 year 10.64 15.2 13.25 18.06
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 2 150.09 88.92 43.48
3 year 20.41 31.54 25.92 21.14
7 year -29.1 -26.03 -27.73 16.98
10 year -20.52 -16.94 -18.25 18.06

Rolling return for 1 year

Average return: 43.48%
Min Max Min-Max Max-Min Standard Deviation Mean From To
27.37 23.07 27.37 23.07 2.15 25.22 01-2024 01-2025
32.16 29.97 38.49 24.02 5.18 31.16 12-2023 12-2024
43.18 37.63 50.2 31.2 7 40.55 11-2023 11-2024
47.5 50.79 58.35 40.45 6.44 49.27 10-2023 10-2024
49.21 49.97 54.21 45.11 3.23 49.62 09-2023 09-2024
46.84 52.51 57.22 42.45 5.59 49.76 08-2023 08-2024
51.64 52.25 59.46 44.78 5.2 52.03 07-2023 07-2024
40.79 51.29 58.34 34.52 9.21 46.24 06-2023 06-2024
44.42 48.26 53.88 39.15 5.38 46.43 05-2023 05-2024
45.3 48.61 53.35 40.81 4.59 47.02 04-2023 04-2024
42.65 44.07 51.96 35.24 5.93 43.48 03-2023 03-2024
40.42 41.46 45.76 36.28 3.37 40.98 02-2023 02-2024

Rolling return for 3 year

Average return: 21.14%
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.48 19.05 21.48 19.05 1.21 20.26 01-2022 01-2025
21.98 21.76 23.9 19.88 1.42 21.88 12-2021 12-2024
20.61 19.08 22.55 17.2 1.97 19.86 11-2021 11-2024
19.39 20.56 22.25 17.74 1.65 19.98 10-2021 10-2024
21.63 21.67 22.97 20.34 0.93 21.65 09-2021 09-2024
21.25 22.29 24.04 19.54 1.63 21.78 08-2021 08-2024
22.6 22.78 24.67 20.74 1.39 22.7 07-2021 07-2024
18.88 22.08 23.62 17.39 2.48 20.49 06-2021 06-2024
21.41 20.89 24.01 18.36 2.01 21.17 05-2021 05-2024
21.95 22.15 24.16 19.97 1.48 22.06 04-2021 04-2024
20.47 20.63 23.03 18.11 1.74 20.56 03-2021 03-2024
21.93 20.6 23.46 19.11 1.61 21.28 02-2021 02-2024

Rolling return for 5 year

Average return: 22.38%
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.35 21.03 22.35 21.03 0.66 21.69 01-2020 01-2025
22.28 22.84 23.43 21.69 0.65 22.56 12-2019 12-2024
21.92 22.51 23.09 21.35 0.65 22.22 11-2019 11-2024
23.85 24.03 25.63 22.28 1.19 23.95 10-2019 10-2024
26.02 24.68 26.86 23.86 1.16 25.36 09-2019 09-2024
24.96 25.83 26.68 24.12 0.96 25.4 08-2019 08-2024
24.44 24.17 25.7 22.93 0.98 24.31 07-2019 07-2024
20.5 22.36 23.36 19.52 1.51 21.44 06-2019 06-2024
21.28 20.86 22.83 19.34 1.24 21.08 05-2019 05-2024
19.46 20.26 20.76 18.97 0.69 19.86 04-2019 04-2024
19.77 19.38 21.29 17.88 1.21 19.58 03-2019 03-2024
21.17 21.05 22.08 20.15 0.68 21.11 02-2019 02-2024

Rolling return for 7 year

Average return: 16.98%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.98 15.55 15.98 15.55 0.21 15.76 01-2018 01-2025
16.5 16.31 17.28 15.54 0.62 16.41 12-2017 12-2024
16.41 16.6 17.21 15.81 0.5 16.51 11-2017 11-2024
17.52 17.72 18.71 16.53 0.77 17.62 10-2017 10-2024
18.54 18.21 19.1 17.65 0.53 18.38 09-2017 09-2024
17.83 18.29 18.98 17.15 0.67 18.06 08-2017 08-2024
18.19 18.13 19.04 17.28 0.62 18.16 07-2017 07-2024
16.4 17.85 18.37 15.89 1.02 17.13 06-2017 06-2024
16.43 16.77 17.49 15.71 0.64 16.6 05-2017 05-2024
16.07 16.45 16.97 15.55 0.52 16.26 04-2017 04-2024
16.05 16.42 17.1 15.38 0.62 16.24 03-2017 03-2024
16.61 16.77 17.23 16.15 0.39 16.69 02-2017 02-2024

Rolling return for 10 year

Average return: 18.06%
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.98 16.05 16.98 16.05 0.46 16.52 01-2015 01-2025
17.27 16.94 17.82 16.4 0.52 17.11 12-2014 12-2024
16.75 16.88 17.31 16.32 0.35 16.81 11-2014 11-2024
17.89 17.92 18.73 17.09 0.58 17.91 10-2014 10-2024
18.26 18.12 18.65 17.73 0.33 18.19 09-2014 09-2024
18.47 18.53 19.28 17.72 0.55 18.5 08-2014 08-2024
18.71 18.54 19.31 17.94 0.49 18.62 07-2014 07-2024
17.43 18.2 18.82 16.81 0.76 17.81 06-2014 06-2024
18.84 18.07 19.59 17.32 0.85 18.45 05-2014 05-2024
18.63 18.91 19.27 18.27 0.37 18.77 04-2014 04-2024
18.73 18.78 19.48 18.03 0.51 18.76 03-2014 03-2024
19.3 19.28 19.75 18.84 0.32 19.29 02-2014 02-2024