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

35.49
14.06%
NA
1
Capital Appreciation
Long Term Horizon
High
3.14%
9 yrs 8 months25 Apr 2008
₹ 411.2 Cr07 Dec 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.

Scheme Documents

TenureReturns (CAGR)
YTD
37.42
3 Month
1.62
1 YR
31.86
2 YR
43.66
3 YR
23.90
TenureReturns (CAGR)
1 YR
27.15
2 YR
40.36
3 YR
34.63
5 YR
29.61

Portfolio

Company Name% Assets
Oil & Natural Gas Corpn. Ltd.8.8
Coal India Ltd.8.11
GAIL (India) Ltd.7.85
Indian Oil Corpn. Ltd.7.71
Reliance Industries Ltd.7.71
Bharat Petroleum Corpn. Ltd.7.54
Hindustan Petroleum Corpn. Ltd.7.22
Tata Steel Ltd.6.42
Hindustan Zinc Ltd.5.75
Vedanta Ltd.4.58

Top Sectoral Holdings

Sector Name% Assets
Energy61.03
Metals28.56
Services1.52

Indicators

Portfolio turnover ratio59
Standard Deviation18.19%
Sharpe Ratio1

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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