DSP World Mining Fund (Equity, International)

High
10 yrs 2 monthsStarted on:29 Dec 2009
₹ 33.5 Cras on: 27 Jan 2020
Long Term Horizon
2.43%
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)
3 Month5.92
1 YR8.30
3 YR4.29

SIP Returns

TenureReturns (CAGR)
1 YR9.28
2 YR5.29
3 YR6.31
5 YR9.06
10 YR1.46

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial98.06

Indicators

LabelValue
Standard Deviation20.33%
Sharpe Ratio0.29

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