DSP Natural Resource & New Energy Fund Retail Growth - Latest NAV, Returns, Performance & Portfolio

DSP Natural Resource & New Energy Fund Retail Growth

  • highlight
    10.41%
  • highlight
    (--0.2)31.01

Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 8.08 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years9.28%
5 Years10.41%
3 Years5.75%
1 Year2.94%
6 Months-5.32%
Fund Details
ISININF740K01060
RiskHigh Risk
Fund TypeEquity - Other
NAV31.01
Exit Load--

More about this fundstar

Top HoldingsWeightage
Bharat Petroleum Corp Ltd8.38%
Oil & Natural Gas Corp Ltd8.05%
Reliance Industries Ltd7.51%
Hindalco Industries Ltd7.02%
Coal India Ltd7%
BGF Sustainable Energy I26.8%
Hindustan Petroleum Corp Ltd6.75%
Petronet LNG Ltd6.53%
Indian Oil Corp Ltd6.16%
GAIL (India) Ltd5.06%

About DSP Natural Resources & New Energy Fund

DSP Natural Resources & New Energy Fund is an open-ended scheme investing in equity & equity-related securities of companies involved in sectors such as mining, energy, etc. and companies working in alternative energy and energy technology companies. The scheme will also invest in units of overseas funds which invests in the aforementioned companies. The fund seeks to deliver long-term capital growth.

Pros & Cons of DSP Natural Resources & New Energy Fund

DSP Natural Resources & New Energy Fund offers the following benefits:

  • The fund allows investors to indulge in thematic investment and appreciate their capital.
  • The natural resources and new/alternative energy are upcoming sectors due to the rise in global warming.
  • The long-term fund returns (3 & 5 years) are substantially higher than the average category return.

Fund Information and Statistics of DSP Natural Resources & New Energy Fund

Inception / Launch date

The DSP Natural Resources & New Energy Fund was launched on April 25, 2008, by DSP Mutual Funds.

Risk level

Investment in this fund are at high-risk and suitable only for investors who wish to invest in a thematic scheme.

Redemption

The Scheme will offer units for repurchase and redemption at applicable NAV price on every Business Day. The redemption proceeds will be dispatched within 3 business days.

Fund Manager

The fund is jointly managed by Mr Rohit Singhania since July 2010 and Mr Jay Kothari since March 2013. They have a collective experience of 32 years between them.

Entry / Exit load

The fund house does not charge any entry load or exit load if units are redeemed after one year from the date of allotment. However, 1% exit load is charged if the units are redeemed before that time period.

Tax benefits of investing in DSP Natural Resources & New Energy Fund

  • A short-term capital gain tax of 15 % is levied is the units are sold within one year from the date of allotment.
  • Long-term capital gains, in excess of Rs 1 lakh, are taxed at 10% if the units are sold after one year.
  • Dividend distribution may be applicable.

About DSP Mutual Fund

DSP Mutual Fund is a part of DSP Group which has a history of 152 years offering a range of financial services. The group has been one of the key players involved in shaping the financial industry and capital markets in India. DSP Mutual Fund aims to offer a wide array of investment solutions aimed at balancing risks and opportunities.

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Frequently Asked Questions

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 8.08 Lakhs in a period of 20 years
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