|Fund Type||Open Ended|
|Benchmark||S&P BSE Oil & Gas (35), MSCI World Energy 10/40 Net Total Return (35), S&P BSE Metal (30)|
|Asset Size(Cr)||393.5 (As on Oct 31, 2018)|
|Fund Manager||Rohit Singhania (6.0), Jay Kothari (5.3)|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||1 % For 364 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
DSP Natural Resources and New Energy Fund was launched on 25th April 2008. The investment objective of the fund is to generate capital appreciation and create growth opportunities for the investors by investing in equity & equity related instruments of the Indian companies whose primary activities can be related to natural resources, alternative energy & energy technology sectors with a primary focus on energy storage, on-site power generation, renewable energy and enabling energy technologies.
The scheme can also invest in equity instruments of overseas companies which are engaged in distribution, production, development, and discovery of alternative energy, and natural resources.
Before investing in any mutual fund, it is essential to know the important details about the fund to identify suitability as per your financial goals. This approach will help the investor in determining the overall information about the fund to enhance the worth of his portfolio. Here are the important details about DSP Natural Resources and New Energy Fund to be known by every investor before investing in this scheme.
Since inception, the fund has maintained an annualised rate of returns at 11.41% as on 1st Nov 2018. In last 3, 5, and 10-years, it has generated a higher rate of returns at 22.03%, 21.06%, and 16.04%, respectively as compared to the benchmark of 21.60%, 13.40%, and 11.28% serially. It has also outperformed the average category performance and become one of the best performing thematic mutual funds.
MySIPonline always favours investors to invest in DSP Mutual Fund to fulfil their investment objective in a time-horizon. The existing MySIPonline investors can track the performance of the DSP Natural Resources and New Energy Fund on their dashboard regularly every day and with the help of SIP Calculator, You can calculate the value of your SIP investments at different periods.
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