DSP World Energy Growth - Latest NAV, Returns, Performance & Portfolio

DSP World Energy Growth

  • highlight
    -0.59%
  • highlight
    (+0.05)13.2811

Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 2.26 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years2.2%
5 Years-0.59%
3 Years3.09%
1 Year-1.21%
6 Months2.53%
Fund Details
ISININF740K01284
RiskHigh Risk
Fund TypeGlobal - Other
NAV13.2811
Exit Load--

More about this fundstar

Top HoldingsWeightage
BGF World Energy I264.65%
BGF Sustainable Energy I231.47%

About DSP World Energy Fund

DSP World Energy Fund is a fund of fund scheme which invests in overseas funds that primarily invest in equity and equity-related securities of companies in the energy and alternative energy sectors. The scheme predominantly invests in BlackRock Global Funds – World Energy Fund (BGF – WEF) and BlackRock Global Funds – New Energy Fund (BGF – NEF). It may also invest in similar overseas mutual funds.

Pros & Cons of DSP World Energy Fund

DSP World Energy Fund offers the following benefits:

  • The fund enables investors to earn long-term capital appreciation by investing in companies associated with upcoming technologies.
  • The fund acts a medium to promote companies that are working on newer energy solutions and investors can help grow such companies for a better tomorrow.
  • However, the fund returns are consistently lower than the average category returns.

Fund Information and Statistics of DSP World Energy Fund

Inception / Launch date

DSP World Energy Fund was launched on August 14, 2009, by DSP Mutual Fund.

Risk level

Investment in the DSP World Energy Fund is a high-risk bet and suitable for only investor with a high-risk appetite.

Redemption

Redemption of the units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 5 business days.

Fund Manager

The fund is managed by Mr Jay Kothari since March 2013. He comes with 14 years of experience and has worked with Standard Chartered Bank.

Entry / Exit load

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

Tax benefits of investing in DSP World Energy Fund

  • A Short-term capital gain tax is applicable as per the income tax slab if sold before 36 months.
  • If the investments are redeemed after 36 months, a long-term capital gain tax of 20% with indexation is levied.

About DSP Mutual Funds

DSP Mutual Fund is a part of 152 years legacy of DSP Group. The fund house is committed to delivering long term investment excellence to our customers’ portfolios. It aims to achieve this by being passionate, innovator, and keep clients’ interests above everything. DSP Mutual Fund inculcates the feeling of oneness among its employees to ensure collective success.

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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. 2.26 Lakhs in a period of 20 years
Need help?
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