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

High
10 yrs 5 monthsStarted on:25 Apr 2008
₹ 439.61 Cras on: 18 Sep 2018
Long Term Horizon
2.77%
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)
1 Month3.07
3 Month2.29
2 YR20.21
3 YR27.32

SIP Returns

TenureReturns (CAGR)
2 YR7.75
3 YR19.56
5 YR20.87
10 YR16.12

Portfolio

Company Name% Assets
JSW Steel Ltd.9.09
Reliance Industries Ltd.8.27
Hindalco Industries Ltd.7.75
Oil & Natural Gas Corpn. Ltd.7.23
Tata Steel Ltd.6.79
Hindustan Petroleum Corpn. Ltd.6.03
Bharat Petroleum Corpn. Ltd.5.94
National Aluminium Co. Ltd.5.02
Petronet LNG Ltd.4.93
Vedanta Ltd.4.84

Top Sectoral Holdings

Sector Name% Assets
Energy48.69
Metals35.95
Financial5.48
Engineering0.94
Diversified0.23

Indicators

LabelValue
Portfolio turnover ratio47
Standard Deviation17.75%
Sharpe Ratio1.07

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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