How to use scorecard? Learn more

DSP Natural Res & New Energy Fund(IDCW)

IDCW

EquitySectoral Fund - Energy & Power

Mid-size FundAssets Under Mgmt: ₹ 1,256 Cr

Very High RiskPrinciple investment will be at very high risk

35.301.47% (-0.53)

How to use scorecard? Learn more

EquitySectoral Fund - Energy & Power

Mid-size FundAssets Under Mgmt: ₹ 1,256 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.99	17.26	0.92

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.31	35.64	0.54

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	0.00% Nil

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 100 Initial: ₹ 100 Incremental: ₹ 100

BenchmarkBenchmark
MSCI World Energy 30% Buffer 10/40 Net Total Return

About Sectoral Fund - Energy & Power

Sectoral Funds - Energy & Power are equity schemes that majorly invest in energy & power sector companies. It will give exposure to entire sector which comprised a wide range of companies involved in exploration and development of oil or gas reserves, drilling and refining.

Peers & Comparison

Comparing 3 mutual funds from
EquitySectoral Fund - Energy & Power

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
DSP Natural Res & New Energy Fund(IDCW)	12.93%	10.35%	10.35%
SBI Energy Opportunities Fund(IDCW)	—	—	—
ICICI Pru Energy Opportunities Fund(IDCW Payout)	—	—	—
Nippon India Power & Infra Fund(IDCW)	24.13%	25.05%	7.54%

Price Comparison

Compare DSP Natural Res & New Energy Fund(IDCW) with any MF, ETF, stock or index

DSP Natural Res & New Energy Fund(IDCW)

Hmm, looks like data is unavailable here. Please come back after some time

AMC Profile

DSP Investment Managers is an independent Indian AMC started in 1996. The DSP group (which owns the AMC) is a 150+ year old financial company which started stock broking as early as the 1860s. Since its inception, the fund house has grown to become one of India's premier AMCs with a track record of over 20 years.

No.of Schemes
57
Total AUM
₹ 1,84,350.66 Cr.

Fund Manager Profile

Rohit Singhania

AUM: ₹35,315.02 Cr.

Exp: 12yrs

Qualification

B.Com., MMS(Finance)

Past Experience

Mr.Rohit Singhania has over 12 years experience in Equity Research. He joined DSP BlackRock Investment Managers in September 2005, as Portfolio Analyst for the firm's PMS division. He was transferred to the Institutional Equities Team of DSP BlackRock Investment Managers in June 2009. Previously, he was with HDFC Securities Limited as a part of its Institutional Equities Research Desk. He spent 13 months at HDFC Securities as Sr. Equity Analyst.

Tax Implications

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

You make

Hmm, looks like data is unavailable here. Please come back after some time.