NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

DSP Equity Opportunities Fund Growth for NRI [588.78]

Min Investment

100

Fund Size

13,804.22 Cr

Expense Ratio

1.7%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

588.78

-1.66%

NAV as on 13 Nov 24, 12:00 AM

very high risk

large & mid cap

equity

NAV as on 13 Nov 24, 12:00 AM

very high risk

large & mid cap

equity

36.26%p.a.

Last 1Y

16.38%p.a.

Last 3Y

20.81%p.a.

Last 5Y

18.28%p.a.

Since Inception

About DSP Equity Opportunities Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the DSP Equity Opportunities Fund Growth scheme from DSP Asset Managers Private Limited. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on May 2000, DSP Equity Opportunities Fund Growth is Large & Mid-Cap fund of its category with 13,804.22 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.

  • DSP Equity Opportunities Fund Growth delivered 36.3% annual returns during the last year. It has delivered 18.3% average annual returns since the fund was launched.
  • DSP Equity Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

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.

Top 10 Holdings

HDFC Bank Ltd

6.31%

ICICI Bank Ltd

5.97%

State Bank of India

3.33%

Axis Bank Ltd

3.17%

Kotak Mahindra Bank Ltd

2.54%

Infosys Ltd

2.18%

Coforge Ltd

2.11%

Power Finance Corp Ltd

2.09%

Ipca Laboratories Ltd

2.03%

Hindustan Petroleum Corp Ltd

2.02%

Fund Managers

  1. Rohit Singhania (Jun 2015 - Present)

Key Information

View Scheme Document

DSP Equity Opportunities Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on DSP Equity Opportunities Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in DSP Equity Opportunities Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in DSP Equity Opportunities Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions