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  • DSP Investment Managers Private Limited
  • DSP Natural Resource & New Energy Fund (Growth)

Formerly DSP BlackRock Nat Res & New Engy Reg Gr

DSP Natural Resource & New Energy Fund (Growth)

DSP Natural Resource & New Energy Fund (Growth)

Equity

Sectoral / Thematic - Energy

32.33

NAV (Nov 19)

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

12 Years

The Fund has Sufficient history for analysis and the track record is good.

Relative Size

307 Cr

Medium within the category

Category View

Poor

The category has an undesirable investment outlook

Consistency Of Performance

Relatively moderate

The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 years
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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

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Moderately Low

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Moderate

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Moderately High

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High

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High Risk

2.47 %

Expense Ratio

Apr 25, 2008

Launched (12y ago)

₹ 307

AUM in Crores

INF740K01060

ISIN

No Lock-in

Lock-in

S&P BSE Metal INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Jay Kothari

Fund Manager

user-avatar

Rohit Singhania

Fund Manager

calculator

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
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-19

Top Stock Holdings

Bgf sustainable energy i2

16.4%
16.4%

Tata steel ltd

9.1%
9.1%

Bgf world energy i2

9%
9%

Hindalco industries ltd

8.6%
8.6%

Hindustan zinc ltd

8.4%
8.4%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Basic materials

41.7%
90%

Energy

23.5%
90%

Utilities

7.1%
90%

Consumer defensive

0.6%
90%
See all sectorsright-arrow
comparison

Comparison with Equity Funds

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UTI Nifty Index Fund (G)

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Nippon India Growth Fund (G)

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Recommended

Top Ranked

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HDFC Top 100 Fund (G)

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Large Cap

Recommended

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amc-icon

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 86,006 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 51 equity,156 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66578000
  • mail-amc-about
    service@dspblackrock.com
  • DSP US Flexible Equity Fund (G)

    DSP US Flexible Equity Fund (G)

    US Equity

    Recommended

    Top Ranked

    ₹ 253 Cr

    Fund Size

    15.8%

    3Y returns

    DSP US Flexible Equity Fund (DP-A)

    DSP US Flexible Equity Fund (DP-A)

    US Equity

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    ₹ 253 Cr

    Fund Size

    13.6%

    3Y returns

    DSP US Flexible Equity Fund (DR-A)

    DSP US Flexible Equity Fund (DR-A)

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    ₹ 253 Cr

    Fund Size

    13.6%

    3Y returns

    DSP Savings Fund Unclaimed Dividend Beyond 3 years (G)

    DSP Savings Fund Unclaimed Dividend Beyond 3 years (G)

    Money Market

    Top Ranked

    ₹ 2,058 Cr

    Fund Size

    N/A

    3Y returns

    DSP Savings Fund (G)

    DSP Savings Fund (G)

    Money Market

    Top Ranked

    ₹ 2,058 Cr

    Fund Size

    7%

    3Y returns

    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
      3 years
    • 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
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    Equity

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

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    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 12 %
    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

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    About DSP Natural Resource & New Energy Fund (G)

    About DSP Natural Resource & New Energy Fund (G)

    DSP Natural Resource & New Energy Fund (G) is a sectoral / thematic - energy equity fund and has delivered an annualised return of 9.8% over a period of 12 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

    DSP Natural Resource & 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 Resource & New Energy Fund (G) NAV,AUM,Risk

    The DSP Natural Resource & New Energy Fund (G) fund was launched on Apr 25, 2008. The NAV (Net Asset Value) of this sectoral / thematic - energy equity as of 2020-11-19 is ₹ 32.33. The total AUM (Asset Under Management) of the fund as of 2020-11-20 is ₹ 306.168. The category risk of the DSP Natural Resource & New Energy Fund (G) fund is High Risk. The fund charges 2.47 % as expense ratio.

    DSP Natural Resource & New Energy Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 97.9% in this asset class. The top three holdings of the fund are tata steel ltd,hindalco industries ltd and hindustan zinc ltd

    DSP Natural Resource & 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 Resource & 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 S&P BSE Metal INR

    DSP Natural Resource & New Energy Fund (G) Review

    DSP Natural Resource & 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 Resource & New Energy Fund (G) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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