DSP BlackRock Natural Resources And New Energy Fund (Equity, Others)

33.58
13.86%
NA
NA
Capital Appreciation
Long Term Horizon
High
3.00%
9 yrs 5 months25 Apr 2008
₹ 245.84 Cr18 Aug 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Holding Period < 12 months: 1%; Holding Period >= 12 months: Nil

Investment Objective

The scheme will invest in equity and equity related securities of companies domiciled in India and a certain portion in companies domiciled overseas, whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining, etc.
TenureReturns (CAGR)
YTD
30.00
1 Month
6.13
3 Month
10.23
1 YR
40.25
2 YR
37.93
3 YR
23.48
TenureReturns (CAGR)
1 YR
40.67
2 YR
47.47
3 YR
34.5
5 YR
29.27

Portfolio

Company Name% Assets
Tata Steel Ltd.9.55
Vedanta Ltd.9.52
Hindalco Industries Ltd.8.65
Hindustan Petroleum Corpn. Ltd.8.51
Bharat Petroleum Corpn. Ltd.8.42
Reliance Industries Ltd.7.88
Oil & Natural Gas Corpn. Ltd.7.46
GAIL (India) Ltd.6.78
Hindustan Zinc Ltd.4.21
JSW Steel Ltd.3.43

Top Sectoral Holdings

Sector Name% Assets
Energy46.86
Metals40.08
Services2.15

Indicators

Portfolio turnover ratio71
Standard Deviation17.13%
Sharpe Ratio1.06

Rohit Singhania,Jay Kothari

Mr. Singhania is an MMS.Mr. Kothari is a BMS and MBA from Mumbai University .
Prior to joining DSPBR AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.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.
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