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DSP Natural Resource & New Energy Fund Retail (Growth)

Formerly DSP BlackRock Nat Res & New Engy Reg Gr
Returns (5yrs)
9.39 %
Latest NAV
30.02

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  • Tenure
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 11th of August, 07:03 PM

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.

Fund Managers

  • profile-pic
    Jay Kothari
    profile-pic
    Rohit Singhania
  • expense-ratio
    Expense Ratio
    2.54
    benchmark
    Benchmark
    S&P BSE Metal INR
  • Aum image
    AUM
    ₹ 309.37 Crores
    ISIN
    ISIN
    INF740K01060
  • Category Risk:

    High Risk

Holding Information

as on 11th of August, 07:03 PM

Top Holding

Bgf Sustainable Energy I2
11%
Hindustan Zinc Ltd
10%
Treps / Reverse Repo Investments / Corporate Debt Repo
10%
Tata Steel Ltd
9%
Hindalco Industries Ltd
9%

Top Sectors

Basic Materials
44%
Energy
29%
Utilities
5%
Consumer Defensive
0%

Allocation

Equity
90%
Others
10%
Debt
0%

Investment Return Calculator

as on 11th of August, 07:03 PM
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 11th of August, 07:03 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

DSP Natural Resource & New Energy Fund Retail Growth is a Sectoral / Thematic - Energy Equity fund and has delivered an annualised return of 9.39% over a period of 5 years. The fund is managed by DSP Investment Managers Private Limited. The fund managers names are Jay Kothari, Rohit Singhania. 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. The fund charges 2.54000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.