DSP World Energy Fund Direct Plan Growth - Regular - Latest NAV [ ₹16.1585 ], Returns, Performance, Portfolio & Returns 2021

DSP World Energy Fund Direct Plan Growth

  • highlight
    6.64%
  • highlight
    (--0.12)16.1585

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 2.51 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years6.64%
3 Years6.19%
1 Year61.29%
6 Months36.94%
Fund Details
ISININF740K01PC5
RiskVery High Risk
Fund TypeGlobal - Other
NAV16.1585
Exit Load--

More about this fundstar

Top HoldingsWeightage
BGF World Energy I252.15%
BGF Sustainable Energy I245.66%

About DSP World Energy Fund - Direct Plan - Growth

The main intention of the DSP World Energy Fund is to generate good returns by investing mostly in the fund units of BlackRock Global Funds. The fund also invests a considerable amount in the fund units of other similar overseas funds.

Pros and Cons of DSP World Energy Fund - Direct Plan - Growth

Investing in the DSP World Energy Fund is apt for those individuals who would like to gain exposure towards overseas funds operating in the energy sector. Since this fund invests in overseas funds, it is naturally susceptible to several geopolitical factors, and hence, risk-averse investors may not consider investing in this fund if they are not willing to take any risk.

Fund Information and Statistics

i) Inception/Launch Date

DSP World Energy Fund - Direct Plan - Growth was launched on 3 January 2013.

ii) Risk Level

Since the asset allocation of the DSP World Energy Fund is mostly made towards the fund units of overseas funds operating in the energy sector, it naturally carries a high risk of concentration. Therefore, this fund is categorised under ‘high risk’ class of mutual funds.

iii) Redemption

Since DSP World Energy Fund is open-ended, you can redeem your fund units at any time. However, you have to be mindful of the tax on capital gains while redeeming.

iv) Fund Manager

Mr Jay Kothari is the current fund manager of DSP World Energy Fund.

v) Entry/Exit Load

There is no entry load in order to comply with the norms of the Indian market regulator. This fund comes with no exit load charges as well, and hence you can withdraw your investments at any time without worrying about the exit load.

About DSP Mutual Fund

DSP Mutual Fund started offering mutual funds in India since the year 1996 when it registered with the Securities and Exchange Board of India (SEBI) with DSP Trustee Private Ltd as its trustee. The fund house has DSP Merill Lynch Ltd and Merill Lynch Investment Managers as its sponsors. The asset management company had assets of worth Rs 73,409.58 crore as of June 2020.

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Frequently Asked Questions

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Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 2.51 Lakhs in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns