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

High
11 yrs 5 monthsStarted on:25 Apr 2008
₹ 348.01 Cras on: 21 Aug 2019
Long Term Horizon
2.51%
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 YR4.53

SIP Returns

TenureReturns (CAGR)
5 YR4.43
10 YR9.19

Portfolio

Company Name% Assets
Petronet LNG Ltd.8.65
Bharat Petroleum Corpn. Ltd.8.52
Indian Oil Corpn. Ltd.7.97
Hindustan Petroleum Corpn. Ltd.7.56
Oil & Natural Gas Corpn. Ltd.7.24
Reliance Industries Ltd.6.77
Coal India Ltd.6.41
Hindalco Industries Ltd.6.02
Tata Steel Ltd.5.37
NMDC Ltd.4.73

Top Sectoral Holdings

Sector Name% Assets
Energy57.94
Metals29.4
Engineering0.64
Diversified0.42

Indicators

LabelValue
Portfolio turnover ratio44
Standard Deviation16.97%
Sharpe Ratio0.23

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