DSP World Energy Fund Direct Plan Growth

Other
FoF Overseas/Domestic
Very High Risk
26.06%
3Y annualised
-2.86% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Mar 2023₹17.93
Min. SIP amount₹500
RatingNA
Fund size₹160.77Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.7%26.1%6.6%4.3%
Category average-5.9%15.1%6.7%NA
Rank with in category4316NA
Understand terms

Holdings (1)

NameSectorInstrumentAssets
Black Rock Global Funds - New Energy Fund
FinancialForgn.MF- Equity98.5%

Pros and cons

Category: Other FoF Overseas/Domestic

Pros

Cons

Exit load is zero
5Y and 10Y annualised returns lower than category average
Consistently higher annualised returns than category average for the past 1Y and 3Y
Higher expense ratio: 1.53%
1Y category rank: 4, 3Y category rank: 3

Expense ratio, exit load and tax

Expense ratio: 1.53%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Jay Kothari
Mar 2013 - Present
View details

Education
Mr. Kothari is a BMS and MBA from Mumbai University .
Experience
Prior to becoming the fund manager in DSPIM he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
NATRAJ, Office No. 302-3rd Floor-Plot No. 194, MV Road JunctionWestern Express Highway,Andheri East Mumbai 400069
Phone
022-66178000
Launch Date
16 Dec 1996
E-mail
NA
Website
NA
DSP Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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