INF740K01060

DSP Natural Resources & New Energy Fund Regular Plan Growth

Very High Risk Equity - Other Equity

NAV (Mon Oct 07 2024)

₹95

Returns (Since Inception)

20.50%

Category Average

0.00%

Rating

NA

Allocation and Holdings

Asset class

Weightage

Energy

20.78%

Basic Materials

25.31%

Unknown

13.25%

Utilities

5.49%

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Overall rating

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Scheme Information

Fund name

DSP Natural Resources & New Energy Fund Regular Plan Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹1318.19 Cr


ISIN

INF740K01060


Inception Date

Apr 25 2008


Standard Deviation

17.204


Beta

-


Sharpe Ratio

0.948


Benchmark

MSCI World Energy 30%buffer 10/40 NR INR


Expense Ratio

2.090%


Exit Load

Nil

Risk

Very High Risk

Investment Objective

The primary investment objective is seeking to generate long term capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose pre-dominant economic activity is in the: a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. The Scheme will also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/ or the units/shares of BlackRock Global Funds – Sustainable Energy Fund, BlackRock Global Funds – World Energy Fund and similar other overseas mutual fund schemes.

Fund Managers

Rohit Singhania

Jay Kothari

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