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

₹ 22.23
NA
6.91%
Invest
High
11 yrs 12 monthsStarted on:25 Apr 2008
₹ 282 Cras on: 08 Apr 2020
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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TATA Resources & Energy Fund
Current NAV 12.56
Return (CAGR) 5.46%
Value Research NA
Invest

Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR4.18

Portfolio

Company Name% Assets
Reliance Industries Ltd.10.06
Coal India Ltd.9.39
Hindustan Zinc Ltd.7.82
Hindustan Petroleum Corpn. Ltd.7.74
NMDC Ltd.7
Hindalco Industries Ltd.6.9
Tata Steel Ltd.6.64
Bharat Petroleum Corpn. Ltd.6.09
Petronet LNG Ltd.4.73
Oil & Natural Gas Corpn. Ltd.4.31

Top Sectoral Holdings

Sector Name% Assets
Energy48.3
Metals33.92
Chemicals0.64
Engineering0.52
Diversified0.41

Indicators

LabelValue
Portfolio turnover ratio41
Standard Deviation21.41%

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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