DSP Natural Resources and New Energy (Equity, Equity Thematic-energy)

High
10 yrs 10 monthsStarted on:25 Apr 2008
₹ 383.96 Cras on: 14 Feb 2019
Long Term Horizon
2.62%
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)
3 YR21.01

SIP Returns

TenureReturns (CAGR)
3 YR0.28
5 YR9.64
10 YR11.39

Portfolio

Company Name% Assets
Coal India Ltd.8.01
Bharat Petroleum Corpn. Ltd.7.91
Petronet LNG Ltd.7.55
Reliance Industries Ltd.7.53
Hindustan Petroleum Corpn. Ltd.6.64
Indian Oil Corpn. Ltd.6.46
Oil & Natural Gas Corpn. Ltd.6.06
Tata Steel Ltd.5.98
Hindalco Industries Ltd.5.73
Vedanta Ltd.5.53

Top Sectoral Holdings

Sector Name% Assets
Energy59.72
Metals31.73
Financial5.94
Engineering0.65
Diversified0.29

Indicators

LabelValue
Portfolio turnover ratio53
Standard Deviation18.62%
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