Click here for top ranked funds in sectoral / thematic - energy mutual funds.
However, Scripbox does not recommend investing in sectoral / thematic - energy mutual funds.
This category has few funds and relatively small amounts invested in them.
The benchmark Energy Index has performed moderately well over time, however, funds in this category have underperformed the benchmark index.
Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
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Scheme Information
Investment Objective
The primary investment objective is seeking to generate long term capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose pre-dominant 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 are principally engaged in the discovery,development,production or distribution of natural resources and alternative energy and/ or the units/shares of BlackRock Global Funds – Sustainable Energy Fund,BlackRock Global Funds – World Energy Fund and similar other overseas mutual fund schemes.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
DSP Investment Managers Private Limited manages assets worth 95,150 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 51 equity,156 debt and 26 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About DSP Natural Resource & New Energy Fund (DR-A)
About DSP Natural Resource & New Energy Fund (DR-A)
DSP Natural Resource & New Energy Fund (DR-A) is a sectoral / thematic - energy equity fund and has delivered an annualised return of 11.9% over a period of 13 years .The fund was previously known as DSP BlackRock Nat Res & New Engy Reg DR.The fund is managed by DSP Investment Managers Private Limited.The fund managers are Aayush Ganeriwala, Jay Kothari, Rohit Singhania
DSP Natural Resource & New Energy Fund (DR-A) Investment Objective
The primary investment objective is seeking to generate long term capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose pre-dominant 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 are principally engaged in the discovery,development,production or distribution of natural resources and alternative energy and/ or the units/shares of BlackRock Global Funds – Sustainable Energy Fund,BlackRock Global Funds – World Energy Fund and similar other overseas mutual fund schemes. However, there is no assurance that the objective of the scheme will be realized.
DSP Natural Resource & New Energy Fund (DR-A) NAV,AUM,Risk
The DSP Natural Resource & New Energy Fund (DR-A) fund was launched on Apr 25, 2008. The NAV (Net Asset Value) of this sectoral / thematic - energy equity as of 2021-03-04 is ₹ 20.552. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 408.465. The category risk of the DSP Natural Resource & New Energy Fund (DR-A) fund is Very High Risk.
The fund charges 2.7 % as expense ratio.
DSP Natural Resource & New Energy Fund (DR-A) Holdings
The fund’s highest allocation is towards equity and has invested 98.2% in this asset class. The top three holdings of the fund are tata steel ltd,hindustan zinc ltd and hindalco industries ltd shs dematerialised
DSP Natural Resource & New Energy Fund (DR-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
DSP Natural Resource & New Energy Fund (DR-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to MSCI World Energy 30%buffer 10/40 NR INR
DSP Natural Resource & New Energy Fund (DR-A) Review
DSP Natural Resource & New Energy Fund (DR-A) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, DSP Natural Resource & New Energy Fund (DR-A) has a score of 3 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
