DSP BlackRock Natural Resources And New Energy Fund (Equity, Equity Thematic-energy)

High
10 yrs 3 monthsStarted on:25 Apr 2008
₹ 412.3 Cras on: 16 Jul 2018
Long Term Horizon
2.71%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme will invest in equity and equity related securities of companies domiciled in India and a certain portion in companies domiciled overseas, whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining, etc.

Exit Load

Holding Period < 12 months: 1%; Holding Period >= 12 months: Nil

Scheme Documents

Similar Funds

Tenure

TenureReturns (CAGR)
2 YR20.46
3 YR17.50

SIP Returns

TenureReturns (CAGR)
2 YR2.56
3 YR16.25
5 YR19.24
10 YR14.88

Portfolio

Company Name% Assets
Reliance Industries Ltd.10.02
JSW Steel Ltd.9.3
Bharat Petroleum Corpn. Ltd.7.85
Hindalco Industries Ltd.7.72
Tata Steel Ltd.7.23
Oil & Natural Gas Corpn. Ltd.6.78
Hindustan Petroleum Corpn. Ltd.6.21
Vedanta Ltd.5.5
Indian Oil Corpn. Ltd.5.14
Petronet LNG Ltd.4.65

Top Sectoral Holdings

Sector Name% Assets
Energy51.14
Metals37.45
Financial5.58
Engineering1.05
Diversified0.25

Indicators

LabelValue
Portfolio turnover ratio52
Standard Deviation19.12%
Sharpe Ratio0.72

Rohit Singhania,Jay Kothari

Mr. Singhania is an MMS.Mr. Kothari is a BMS and MBA from Mumbai University .
Prior to joining DSPBR AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.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.

Other Funds Managed by Rohit Singhania,Jay Kothari

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