DSP Natural Resources & New Energy Fund - Regular - Dividend+0.03%

-5.0%
1 Year Return
Equity
Sectoral/Thematic
5.0 star
1Y
3Y
5Y

Fund Details

DSP Natural Resources & New Energy Fund - Regular - Dividend

RiskHigh
Min SIP Amount₹500
Expense Ratio2.63%
NAV16.9 (18-Apr-2019)
Fund Started25-Apr-2008
Fund Size383 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DSP Natural Resources & New Energy Fund - Regular - Dividend
-5.0%
19.5%
18.9%
11.5%
Category Average
-7.5%
17.3%
20.7%
-
Rank within category
2
1
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -5.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    5. 5Y Returns are higher than the benchmark
    6. 10Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    EnergyEquity9.4%
    EnergyEquity8.8%
    EnergyEquity8.2%
    EnergyEquity7.7%
    EnergyEquity7.6%
    MetalsEquity7.5%
    EnergyEquity7.4%
    EnergyEquity7.3%
    Black Rock Global Funds - New Energy FundFinancialForgn.MF- Equity5.6%
    Hindalco Industries Ltd.MetalsEquity5.2%
    See All

    Fund Managers

    addJay Kothari
    Education
    Mr. Kothari is a BMS and MBA from Mumbai University .
    Experience
    Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.
    Funds Managed

    About

    Address
    NA
    Phone
    NA
    Launch Date
    NA
    E-mail
    NA
    Website
    NA
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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