DSP World Energy (Equity, International)

High
9 yrs 7 monthsStarted on:14 Aug 2009
₹ 18.98 Cras on: 21 Feb 2019
Long Term Horizon
2.69%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund would predominantly invest in units of BlackRock Global Funds - World Energy Fund and BlackRock Global Funds - New Energy Fund. In addition to this, a significant part of its corpus would be invested in units of other similar overseas mutual fund.

Exit Load

Holding Period < 12 months: 1%; Holding Period >= 12 months: Nil

Scheme Documents

Similar Funds
ICICI Pru US Bluechip Equity
Current NAV 27.34
Return (CAGR) 16.37%
Value Research NA
Franklin Asian Eqt
Current NAV 21.65
Return (CAGR) 7.20%
Value Research NA
Principal Global Opportunities
Current NAV 28.98
Return (CAGR) 7.40%
Value Research NA
Reliance Japan Equity
Current NAV 12.65
Return (CAGR) 5.36%
Value Research NA
DSP World Gold
Current NAV 12.2
Return (CAGR) 1.75%
Value Research NA
Aditya Birla SL Global Commodities
Current NAV 12.42
Return (CAGR) 2.10%
Value Research NA

Tenure

TenureReturns (CAGR)
YTD15.15
1 Month3.75
3 Month4.55
1 YR5.64
2 YR2.22
3 YR7.14

SIP Returns

TenureReturns (CAGR)
2 YR3.41
3 YR3.61
5 YR1.52

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial96.41

Indicators

LabelValue
Standard Deviation16.79%
Sharpe Ratio0.09

Jay Kothari

Mr. Kothari is a BMS and MBA from Mumbai University .
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 Jay Kothari