Formerly DSP BlackRock World Mining DR
₹ 13.6035
NAV (Mar 01)
Neutral
However, Scripbox does not recommend investing in international - sectoral / thematic mutual funds.
This category has few funds and relatively small amounts invested in them.
Also each fund is unique in its investment strategy.
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
12 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
93 Cr. Negligible within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund (BGF-WMF). 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 DSP Mutual Fund,in order to meet liquidity requirements from time to time.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.15 %
Expense Ratio
Dec 29, 2009
Launched (12y ago)
₹ 93
AUM in Crores
INF740K01AL8
ISIN
No Lock-in
Lock-in
MSCI ACWI Mts&M 30%bf 10/40(1994) NR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
DSP Investment Managers Private Limited
DSP Investment Managers Private Limited manages assets worth 95,150 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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3Y returns
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DSP World Mining fund (DR-A) is a international - sectoral / thematic international equity fund and has delivered an annualised return of 2.8% over a period of 12 years .The fund was previously known as DSP BlackRock World Mining DR.The fund is managed by DSP Investment Managers Private Limited.The fund manager’s name is Jay Kothari.
The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund (BGF-WMF). 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 DSP Mutual Fund,in order to meet liquidity requirements from time to time. However, there is no assurance that the objective of the scheme will be realized.
The DSP World Mining fund (DR-A) fund was launched on Dec 29, 2009. The NAV (Net Asset Value) of this international - sectoral / thematic international equity as of 2021-03-01 is ₹ 13.6035. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 92.084. The category risk of the DSP World Mining fund (DR-A) fund is Very High Risk. The fund charges 2.15 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 94.8% in this asset class. The top three holdings of the fund are bgf world mining i2,treps / reverse repo investments / corporate debt repo and net receivables/payables
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.
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 ACWI Mts&M 30%bf 10/40(1994) NR INR
DSP World Mining fund (DR-A) 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 Mining fund (DR-A) has a score of 1 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.