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    • DSP Natural Resources & New Energy Fund (Growth)

    Formerly DSP BlackRock Nat Res & New Engy Reg Gr

    DSP Mutual Funds

    DSP Natural Resources & New Energy Fund (Growth)

    EquitySectoral / Thematic - Energy

    52.757

    NAV (Sep 23)

    16.9%
    5 Year 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

    736 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

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    52.757

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    90.6%
    Last 3Y
    15%
    Last 5Y
    16.9%
    Last 10Y
    13.9%
    Since Inception
    13.2%
    6 Month CAGR
    27.8%
    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

    Expense Ratio
    2.38
    Launched (13y ago)
    Apr 25, 2008
    AUM in Crores
    735.047
    ISIN
    INF740K01060
    Lock-in
    No Lock-in
    Benchmark
    MSCI World Energy 30%buffer 10/40 NR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Aayush Ganeriwala

    Fund Manager

    user-avatar

    Jay Kothari

    Fund Manager

    user-avatar

    Rohit Singhania

    Fund Manager

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    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.

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    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
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      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    DSP Investment Managers Private Limited

    DSP Investment Managers Private Limited manages assets worth 113,770 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,157 debt and 26 hybrid funds.

    amc-img

  • tel-amc-about
    022-66578000
  • mail-amc-about
    service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    14.2%

    16.4%

    top-ranked-badge

    12.8%

    14.9%

    top-ranked-badge

    12.8%

    14.9%

    top-ranked-badge

    18.5%

    12.3%

    top-ranked-badge

    8.8%

    8.5%

    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    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 13.2% 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 fund as of 2021-09-23 is ₹52.76. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹735.047. The category risk of the DSP Natural Resources & New Energy Fund (G) fund is Very High Risk. The fund charges 2.38 % as expense ratio.

    DSP Natural Resources & New Energy Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.3% in this asset class. The top three holdings of the fund are , tata steel ltd , bgf sustainable energy i2 , bgf world energy i2 , hindalco industries ltd , jindal steel & power ltd , reliance industries ltd , steel authority of india ltd , hindustan zinc ltd , gail (india) ltd , gujarat state petronet ltd , bharat petroleum corp ltd , nmdc ltd , petronet lng ltd , indian oil corp ltd , hindustan petroleum corp ltd , jsw steel ltd , oil & natural gas corp ltd , indraprastha gas ltd , treps / reverse repo investments / corporate debt repo , mahanagar gas ltd , triveni engineering & industries ltd , reliance industries limited - partly paid shares , net receivables/payables

    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 1 out of 5 based on consistency of performance over various years / tenures.

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