DSP World Energy Fund - Regular Plan - Growth

DSP World Energy Fund - Regular Plan - Growth is a scheme launched by DSP Mutual Fund on August 14, 2009, and falls under the International fund category. It currently manages an AUM of Rs 95.53 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 2.11% for managing the portfolio.

• Investing Strategy:

  The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Energy Fund (BGF – WEF) and BlackRock Global Funds – New Energy Fund (BGF – NEF). The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time.

• Performance:

  DSP World Energy Fund - Regular Plan - Growth trailing returns over different times are 13.21% (1 year), 12.2% (3 year) and 12.62% (5 year). The average annual return of this fund stands at 23.01%.