DSP BlackRock World Energy Fund (Equity, International)

High
9 yrs 3 monthsStarted on:14 Aug 2009
₹ 22.06 Cras on: 16 Oct 2018
Long Term Horizon
2.61%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund would predominantly invest in units of BlackRock Global Funds - World Energy Fund and BlackRock Global Funds - New Energy Fund. In addition to this, a significant part of its corpus would be invested in units of other similar overseas mutual fund.

Exit Load

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

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD12.45
3 Month1.94
1 YR16.14
2 YR8.02
3 YR6.58

SIP Returns

TenureReturns (CAGR)
1 YR17.14
2 YR13.44
3 YR11.23
5 YR5.11

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial96.21

Indicators

LabelValue
Standard Deviation15.05%
Sharpe Ratio0.41

Jay Kothari

Mr. Kothari is a BMS and MBA from Mumbai University .
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 Jay Kothari

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