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

High
10 yrs 8 monthsStarted on:25 Apr 2008
₹ 391.6 Cras on: 14 Dec 2018
Long Term Horizon
2.67%
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 YR7.62
3 YR21.58

SIP Returns

TenureReturns (CAGR)
3 YR7.59
5 YR14.07
10 YR13.31

Portfolio

Company Name% Assets
Coal India Ltd.7.58
Reliance Industries Ltd.7.56
Bharat Petroleum Corpn. Ltd.6.73
Petronet LNG Ltd.6.72
Hindalco Industries Ltd.6.09
Hindustan Petroleum Corpn. Ltd.5.91
Tata Steel Ltd.5.81
Indian Oil Corpn. Ltd.5.64
Vedanta Ltd.5.25
National Aluminium Co. Ltd.4.92

Top Sectoral Holdings

Sector Name% Assets
Energy53.99
Metals32.54
Financial5.61
Engineering0.69
Diversified0.34

Indicators

LabelValue
Portfolio turnover ratio52
Standard Deviation18.5%
Sharpe Ratio0.75

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

© CRISIL Limited 2017. All Rights Reserved