DSP World Mining Fund (Equity, International)

High
9 yrs 8 monthsStarted on:29 Dec 2009
₹ 32.55 Cras on: 22 Aug 2019
Long Term Horizon
2.36%
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)
YTD6.24
3 Month2.51
1 YR2.52
2 YR3.53
3 YR5.39

SIP Returns

TenureReturns (CAGR)
3 YR2.65
5 YR5.71

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial98.06

Indicators

LabelValue
Standard Deviation20.82%
Sharpe Ratio0.16

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