DSP Natural Resources and New Energy Fund Direct Plan Growth-1.69%

5Groww
-18.09%
1 Year Return
Equity
Sectoral/Thematic
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

DSP Natural Resources and New Energy Fund Direct Plan Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.55%
NAV33.16 (04 Jul 2019)
Fund Started02 Jan 2013
Fund Size336 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DSP Natural Resources and New Energy Fund Direct Plan Growth
-18.1%
5.3%
9.6%
11.9%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -18.1% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk is lower compared to the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Coal India Ltd.EnergyEquity8.2%
    Bharat Petroleum Corpn. Ltd.EnergyEquity7.3%
    Petronet LNG Ltd.EnergyEquity6.8%
    Hindustan Petroleum Corpn. Ltd.EnergyEquity6.3%
    Reliance Industries Ltd.EnergyEquity6.1%
    Oil & Natural Gas Corpn. Ltd.EnergyEquity6.0%
    Hindalco Industries Ltd.MetalsEquity5.9%
    Indian Oil Corpn. Ltd.EnergyEquity5.6%
    Vedanta Ltd.MetalsEquity5.4%
    Black Rock Global Funds - New Energy FundFinancialForgn.MF- Equity5.2%
    See All

    Fund Managers

    addJay Kothari
    Education
    Mr. Kothari is a BMS and MBA from Mumbai University .
    Experience
    Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.
    Funds Managed

    Other Details

    DSP Natural Resources and New Energy Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by . This scheme was introduced to investors on 02 Jan 2013. Rohit Singhania, Jay Kothari is the Current Fund Manager of DSP Natural Resources and New Energy Fund Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹336 Cr and the Latest NAV as of 04 Jul 2019 is ₹33.16.

    The DSP Natural Resources and New Energy Fund Direct Plan Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The primary investment objective of the Scheme is to seek to generate capital appreciation and provide long term growth opportunities byinvesting in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies.The Scheme will also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which areprincipally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch International Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund andsimilar other overseas mutual fund schemes. The secondary objective is to generate consistent returns by investing in debt and money marketsecurities.

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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