DSP BlackRock Natural Resources And New Energy Fund (Equity, Others)

High
10 yrs 1 monthsStarted on:25 Apr 2008
₹ 443.32 Cras on: 18 May 2018
Long Term Horizon
2.82%
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

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Tenure

TenureReturns (CAGR)
1 YR9.95
2 YR32.98
3 YR22.02

SIP Returns

TenureReturns (CAGR)
2 YR14.94
3 YR23.62
5 YR23.68
10 YR16.5

Portfolio

Company Name% Assets
JSW Steel Ltd.9.6
Reliance Industries Ltd.9.23
Tata Steel Ltd.8.4
Vedanta Ltd.7.71
Bharat Petroleum Corpn. Ltd.7.16
Hindalco Industries Ltd.6.86
Hindustan Petroleum Corpn. Ltd.6.34
Oil & Natural Gas Corpn. Ltd.5.72
National Aluminium Co. Ltd.5.35
Indian Oil Corpn. Ltd.4.97

Top Sectoral Holdings

Sector Name% Assets
Energy48.4
Metals42.69
Financial5.16
Engineering1.12
Diversified0.24

Indicators

LabelValue
Portfolio turnover ratio55
Standard Deviation18.59%
Sharpe Ratio1.02

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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