scripbox logo
  • right-arrow
  • Mutual Funds
    right-arrow
  • DSP Investment Managers Private Limited
    right-arrow
  • DSP World Energy Fund (Growth)

Formerly DSP BlackRock World Energy Reg Gr

DSP World Energy Fund (Growth)

DSP World Energy Fund (Growth)

International EquityInternational - Others

15.9058

NAV (Jul 28)

5.3%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in international - others mutual funds.

However, Scripbox does not recommend investing in international - others mutual funds.

These funds invest in specific overseas markets providing an investor with exposure to geographies like Europe, China & Japan.

This category has few funds and relatively small amounts invested in them.

Investing in these funds will require investors to have a unique insight into the economic & market prospects of specific countries and geographies.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.

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

149 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Invest in this fund
Explore a scientifically created Scripbox plan within this asset class.
Build Long Term Wealth

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 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Retirement , Kids Education

No single fund can achieve what a plan can. Learn why

info-icon-blue

Scheme Information

Investment Objective

An open ended Fund of Funds Scheme seeking to generate capital appreciation by investing predominantly in the units of BlackRock Global Funds- World Energy Fund (BGF-WEF) and BlackRock Global Funds- Sustainable Energy Fund (BGF-SEF). The Scheme may,at the discretion of the Investment Manager,also invest in the units of other similar overseas mutual fund schemes,which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market liquid Schemes of DSPMF,in order to meet liquidity requirements from time to time.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.42 %
Launched (12y ago)
Aug 14, 2009
AUM in Crores
₹ 149
ISIN
INF740K01284
Lock-in
No Lock-in
Benchmark
MSCI World Energy 30%buffer 10/40 NR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Jay Kothari

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.

build-long-item-wealth-img

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
  • Expert Investing Only, Retirement , Kids Education
    Expert Investing Only, Retirement , Kids Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with International Equity Funds

Franklin India Feeder Franklin U S Opportunities Fund (G)

Franklin India Feeder Franklin U S Opportunities Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

DSP US Flexible Equity Fund (G)

DSP US Flexible Equity Fund (G)

US Equity

Recommended

Top Ranked

9 Years

Age

4

Track Record

Principal Global Opportunities Fund (G)

Principal Global Opportunities Fund (G)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (RIDCW-A)

International - Others

17 Years

Age

5

Track Record

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

Principal Global Opportunities Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

International - Others

17 Years

Age

5

Track Record

amc-icon

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 109,296 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,157 debt and 26 hybrid funds.

amc-img

  • 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

    ₹ 473 Cr

    Fund Size

    18.10%

    5 Year CAGR

    5 Y CAGR

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl Opt (PIDCW-A)

    US Equity

    Top Ranked

    ₹ 473 Cr

    Fund Size

    16.70%

    5 Year CAGR

    5 Y CAGR

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl opt (RIDCW-A)

    DSP US Flexible Equity Fund of Income Distribution cum Capital Wdrl opt (RIDCW-A)

    US Equity

    Top Ranked

    ₹ 473 Cr

    Fund Size

    16.70%

    5 Year CAGR

    5 Y CAGR

    DSP Tax Saver Fund (G)

    DSP Tax Saver Fund (G)

    Tax Saving

    Top Ranked

    ₹ 8,962 Cr

    Fund Size

    15.80%

    5 Year CAGR

    5 Y CAGR

    DSP Top 100 Equity Fund (G)

    DSP Top 100 Equity Fund (G)

    Large Cap

    Top Ranked

    ₹ 2,795 Cr

    Fund Size

    10.70%

    5 Year CAGR

    5 Y CAGR

    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 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Retirement , Kids Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About DSP World Energy Fund (G)

    About DSP World Energy Fund (G)

    DSP World Energy Fund (G) is a international - others international equity fund and has delivered an annualised return of 3.9% over a period of 12 years .The fund was previously known as DSP BlackRock World Energy Reg Gr.The fund is managed by DSP Investment Managers Private Limited.The fund manager’s name is Jay Kothari.

    DSP World Energy Fund (G) Investment Objective

    An open ended Fund of Funds Scheme seeking to generate capital appreciation by investing predominantly in the units of BlackRock Global Funds- World Energy Fund (BGF-WEF) and BlackRock Global Funds- Sustainable Energy Fund (BGF-SEF). The Scheme may,at the discretion of the Investment Manager,also invest in the units of other similar overseas mutual fund schemes,which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market liquid Schemes of DSPMF,in order to meet liquidity requirements from time to time. However, there is no assurance that the objective of the scheme will be realized.

    DSP World Energy Fund (G) NAV,AUM,Risk

    The DSP World Energy Fund (G) fund was launched on Aug 14, 2009. The NAV (Net Asset Value) of this international - others international equity as of 2021-07-28 is ₹ 15.9058. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 148.148. The category risk of the DSP World Energy Fund (G) fund is Very High Risk. The fund charges 2.42 % as expense ratio.

    DSP World Energy Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 94.2% in this asset class. The top three holdings of the fund are bgf world energy i2,bgf sustainable energy i2 and treps / reverse repo investments / corporate debt repo

    DSP World 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 World 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 MSCI World Energy 30%buffer 10/40 NR INR

    DSP World Energy Fund (G) Review

    DSP World Energy Fund (G) has a score of 3 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 World Energy Fund (G) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    Build Short Term Wealth

    Build Short Term Wealth

    Beat FD returns with the best debt mutual funds

    Save Taxes, Build Wealth

    Save Taxes, Build Wealth

    Top ELSS funds to save tax the smart way

    Achieve Life Goals

    Achieve Life Goals

    Customised plans for retirement, child education & more

    filter
    Show Calculator