- Mutual Funds
- DSP Mutual Fund
- DSP Natural Resources and New Energy Fund (G)
DSP Natural Resources and New Energy Fund (G)
₹ 90.543
NAV (Oct 29)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Natural Resources and New Energy Fund (G) | 13,22,814 | 5,90,202 | 23% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Coal India Ltd.
8.99%BlackRock Global Funds - World Energy Fund
8.01%Hindalco Industries Ltd.
7.79%Tata Steel Ltd.
7.6%Jindal Steel & Power Ltd.
6.17%Allocation by Sector
Metals & Mining
45.54%Energy
30.23%Materials
8.46%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
| Fund Name | Scripbox 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)?
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.