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  • DSP Natural Resources and New Energy Fund (G)
DSP Mutual Funds

DSP Natural Resources and New Energy Fund (G)

EquitySectoral / Thematic - Energy

90.543

NAV (Oct 29)

23.046%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in sectoral / thematic - energy mutual funds.

Sectoral / Thematic - Energy funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

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 ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

90.543

NAV (Oct 29)

Fund Returns

Last 1Y
44.5%
Last 3Y
18.5%
Last 5Y
23%
Last 10Y
17.2%
Since Inception
14.3%
6 Month CAGR
2.4%

Scheme Information

Investment Objective

The scheme will invest in equity and equity related securities of companies domiciled in India and a certain portion in companies domiciled overseas, whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining, etc.

Expense Ratio
2.09%
Launched 16Y ago
2008-04-25
AUM in Crores
1335.6
ISIN
INF740K01060
Lock-in (days)
No Lock-in
Benchmark
NA
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
17.2
Beta
0.6
Sharpe Ratio
1
YTM
-
Fund Managers

Jay Kothari

Fund Manager

Rohit Singhania

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Natural Resources and New Energy Fund (G)70%13,22,814 5,90,20223%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-01-23

Top Stock Holdings

Coal India Ltd.

8.99%
8.99%

BlackRock Global Funds - World Energy Fund

8.01%
8.01%

Hindalco Industries Ltd.

7.79%
7.79%

Tata Steel Ltd.

7.6%
7.6%

Jindal Steel & Power Ltd.

6.17%
6.17%
See all holdings

Allocation by Sector

Metals & Mining

45.54%
45.54%

Energy

30.23%
30.23%

Materials

8.46%
8.46%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

DSP Mutual Fund

amc-img
phone-img1800-208-4499 / 1800-200-4499
Fund NameScripbox Opinion
Till Date CAGR

18.8%

15.9%

7.6%

3.8%

31.3%

18.6%

21.3%

26.5%

8.7%

8.8%

DSP Natural Resources and New Energy Fund (G) Review

DSP Natural Resources and New Energy Fund (G) is a Sectoral / Thematic - Energy Equity fund and has delivered an annualised return of 14.26% over 16 years. The fund has grown over a period of 16 years. The fund is managed by DSP Mutual Fund. The fund managers are Jay Kothari, Rohit Singhania.

Nav of DSP Natural Resources and New Energy Fund (G) as of 10/29/2024 is ₹90.54 with the total AUM as of 10/31/2024 is ₹1335.59. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Natural Resources and New Energy Fund (G) was launched on 2008-04-25. The category risk of the fund is Very High.

The minimum SIP amount for DSP Natural Resources and New Energy Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

DSP Natural Resources and New Energy Fund (G) 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 null.

Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 44.53% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Natural Resources and New Energy Fund (G).

Frequently Asked Questions

What is DSP Natural Resources and New Energy Fund (G)?

It is a Sectoral / Thematic - Energy Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in DSP Natural Resources and New Energy Fund (G)?

You can invest in DSP Natural Resources and New Energy Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of DSP Natural Resources and New Energy Fund (G)?

The minimum sip amount for DSP Natural Resources and New Energy Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is DSP Natural Resources and New Energy Fund (G) good to invest in?

According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the DSP Natural Resources and New Energy Fund (G)?

The expense ratio of the DSP Natural Resources and New Energy Fund (G) is 2.09% for regular plan.

What is the NAV of DSP Natural Resources and New Energy Fund (G)?

Today's DSP Natural Resources and New Energy Fund (G) NAV is ₹90.54.