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

₹ 31.21
NA
10.29%
Invest
High
11 yrs 8 monthsStarted on:25 Apr 2008
₹ 380.14 Cras on: 05 Dec 2019
Long Term Horizon
2.48%
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

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Tenure

TenureReturns (CAGR)
3 Month9.46
1 YR2.33
3 YR6.33

SIP Returns

TenureReturns (CAGR)
1 YR0.21
5 YR8.44
10 YR11.2

Portfolio

Company Name% Assets
Bharat Petroleum Corpn. Ltd.8.38
Oil & Natural Gas Corpn. Ltd.8.05
Reliance Industries Ltd.7.51
Hindalco Industries Ltd.7.02
Coal India Ltd.7
Hindustan Petroleum Corpn. Ltd.6.75
Petronet LNG Ltd.6.53
Indian Oil Corpn. Ltd.6.16
GAIL (India) Ltd.5.06
NMDC Ltd.5.03

Top Sectoral Holdings

Sector Name% Assets
Energy57.47
Metals27.16
Engineering0.45
Diversified0.44

Indicators

LabelValue
Portfolio turnover ratio43
Standard Deviation17.44%
Sharpe Ratio0.11

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.

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