DSP World Mining Fund (Equity, International)

High
9 yrs 12 monthsStarted on:29 Dec 2009
₹ 30.87 Cras on: 05 Dec 2019
Long Term Horizon
2.35%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

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

Exit Load

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

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD12.32
3 Month0.13
1 YR10.66
2 YR5.71
3 YR6.36

SIP Returns

TenureReturns (CAGR)
1 YR6.9
2 YR2.37
3 YR4.77
5 YR8.02

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial98.06

Indicators

LabelValue
Standard Deviation19.86%
Sharpe Ratio0.13

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