• Mutual Funds
  • DSP Mutual Funds
  • 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

51.683

NAV (Sep 22)

8.6%
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 ->

Fund Size

₹ 711 Cr

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

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

View all 7 analysis

View Less

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

51.683

NAV (Sep 22)

Fund Returns

Last 1Y

-0.7%

Last 3Y

19.8%

Last 5Y

8.6%

Last 10Y

14.6%

Since Inception

12.1%

6 Month CAGR

-9.1%

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.

Expense Ratio

2.37

Launched (14y ago)

Apr 25, 2008

AUM in Crores

710.712

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

Rohit Singhania

Fund Manager

Jay Kothari

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-09-22

Top Stock Holdings

bgf sustainable energy i2

14.7%
14.7%

jindal steel & power ltd

8.6%
8.6%

tata steel ltd

8.2%
8.2%

hindalco industries ltd

8.1%
8.1%

reliance industries ltd

7.8%
7.8%
See all holdings

Allocation by Sector

basic materials

38.1%
38.1%

energy

26%
26%

utilities

12.2%
12.2%
See all sectors

Compare DSP Natural Resources & New Energy Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,714 cr

₹ 10,218 cr

₹ 14,940 cr

₹ 10,218 cr

₹ 14,940 cr

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 120,189 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,164 debt and 26 hybrid funds.

amc-img

  • 022-66578000
  • service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    19.4%

    14.4%

    19.1%

    14.1%

    19.1%

    14.1%

    21.5%

    16.4%

    5.8%

    6.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    DSP Natural Resources & New Energy Fund (G) Review

    DSP Natural Resources & New Energy Fund (G) is a Sectoral / Thematic - Energy Equity fund and has delivered an annualised return of 12.1% over a period of 14 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 Jay Kothari, Rohit Singhania.

    Nav of DSP Natural Resources & New Energy Fund (G) as of 9/22/2022 is ₹51.68 with the total AUM as of 9/24/2022 is ₹710.712. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Natural Resources & New Energy Fund (G) was launched on Apr 25, 2008. The category risk of the fund is Very High Risk.

    The minimum SIP amount for DSP Natural Resources & 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 & 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 MSCI World Energy 30%buffer 10/40 NR INR.

    DSP Natural Resources & New Energy Fund (G) is rated as a 1 fund in Equity and delivered -0.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Natural Resources & New Energy Fund (G).

    Frequently Asked Questions

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

    DSP Natural Resources & New Energy Fund (G) is a Sectoral / Thematic - Energy Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

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

    You can invest in DSP Natural Resources & 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 & New Energy Fund (G)?

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

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

    As per Scripbox experts, DSP Natural Resources & New Energy Fund (G) is a Not Recommended fund. You can investDSP Natural Resources & New Energy Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

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

    The expense ratio of the DSP Natural Resources & New Energy Fund (G) is 2.37% for regular plan.