scripbox logo
  • right-arrow
  • Mutual Funds
    right-arrow
  • DSP Investment Managers Private Limited
    right-arrow
  • DSP Natural Resources & New Energy Fund (Growth)

Formerly DSP BlackRock Nat Res & New Engy Reg Gr

DSP Natural Resources & New Energy Fund (Growth)

DSP Natural Resources & New Energy Fund (Growth)

EquitySectoral / Thematic - Energy

52.083

NAV (Jun 14)

21.1%
5Year CAGR
Scripbox Opinion

Not Recommended

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

661 Cr. Medium within the category

Category View

Poor. The category has an undesirable investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
You can invest in more appropriate funds with a Scripbox plan. Explore the plan below.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

No single fund can achieve what a plan can. Learn why

info-icon-blue

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

2.5 %

Expense Ratio

Apr 25, 2008

Launched (13y ago)

₹ 661

AUM in Crores

INF740K01060

ISIN

No Lock-in

Lock-in

MSCI World Energy 30%buffer 10/40 NR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Aayush Ganeriwala

Fund Manager

user-avatar

Jay Kothari

Fund Manager

user-avatar

Rohit Singhania

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

16 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

Large Cap

Recommended

Top Ranked

23 Years

Age

5

Track Record

amc-icon

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 106,516 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,156 debt and 26 hybrid funds.

amc-img

  • tel-amc-about
    022-66578000
  • mail-amc-about
    service@dspblackrock.com
  • DSP US Flexible Equity Fund (G)

    DSP US Flexible Equity Fund (G)

    US Equity

    Recommended

    Top Ranked

    ₹ 440 Cr

    Fund Size

    18.20%

    5Year CAGR

    5Y CAGR

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

    US Equity

    Top Ranked

    ₹ 440 Cr

    Fund Size

    16.90%

    5Year CAGR

    5Y CAGR

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl opt (RIDCW-A)

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl opt (RIDCW-A)

    US Equity

    Top Ranked

    ₹ 440 Cr

    Fund Size

    16.90%

    5Year CAGR

    5Y CAGR

    DSP Top 100 Equity Fund (G)

    DSP Top 100 Equity Fund (G)

    Large Cap

    Top Ranked

    ₹ 2,776 Cr

    Fund Size

    12.20%

    5Year CAGR

    5Y CAGR

    DSP Tax Saver Fund (G)

    DSP Tax Saver Fund (G)

    Tax Saving

    Top Ranked

    ₹ 8,746 Cr

    Fund Size

    17.00%

    5Year CAGR

    5Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    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

    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

    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

    How to invest in Scripbox Mutual Funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    choose long term plan

    Choose a plan

    Choose a plan to invest to start investing

    create account

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund

    invest online

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    track investments

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    scripmark
    The Scripbox Promise

    Scripbox has helped over 2500 people become millionaires in the last 9 years

    Start Investing Now
    fund selection

    Fund Selection

    You'll never have to worry about what funds to choose. We'll suggest what's best for you.

    continuous monitoring

    Continuous monitoring & alerts

    We will track our recommendations and suggest changes & fund exists whenever required.

    call assistance

    All week call assistance

    Our customer champions are available 7 days a week from 8AM to 8PM.

    annual reviews

    Annual reviews & rebalances

    We review your investments and make course corrections every year to make the best out of your investments

    About DSP Natural Resources & New Energy Fund (G)

    About DSP Natural Resources & New Energy Fund (G)

    DSP Natural Resources & New Energy Fund (G) is a sectoral / thematic - energy equity fund and has delivered an annualised return of 13.4% over a period of 13 years .The fund was previously known as DSP BlackRock Nat Res & New Engy Reg Gr.The fund is managed by DSP Investment Managers Private Limited.The fund managers are Aayush Ganeriwala, Jay Kothari, Rohit Singhania

    DSP Natural Resources & New Energy Fund (G) 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 Resources & New Energy Fund (G) NAV,AUM,Risk

    The DSP Natural Resources & New Energy Fund (G) fund was launched on Apr 25, 2008. The NAV (Net Asset Value) of this sectoral / thematic - energy equity as of 2021-06-14 is ₹ 52.083. The total AUM (Asset Under Management) of the fund as of 2021-06-15 is ₹ 660.807. The category risk of the DSP Natural Resources & New Energy Fund (G) fund is Very High Risk. The fund charges 2.5 % as expense ratio.

    DSP Natural Resources & New Energy Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 97.1% in this asset class. The top three holdings of the fund are tata steel ltd,jindal steel & power ltd and reliance industries ltd shs dematerialised

    DSP Natural Resources & New Energy Fund (G) 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 Resources & New Energy Fund (G) 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 Resources & New Energy Fund (G) Review

    DSP Natural Resources & New Energy Fund (G) 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 Resources & New Energy Fund (G) 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.

    filter
    Show Calculator