DSP World Energy Fund (Equity, International)

High
10 yrs 6 monthsStarted on:14 Aug 2009
₹ 17.46 Cras on: 27 Jan 2020
Long Term Horizon
2.39%
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

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Tenure

TenureReturns (CAGR)
3 Month3.40
1 YR4.90

SIP Returns

TenureReturns (CAGR)
1 YR5.15
2 YR0.67
3 YR2.01
5 YR2.17
10 YR1.72

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial95.46

Indicators

LabelValue
Standard Deviation17.42%

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