DSP Natural Resources and New Energy Fund - Direct Plan has delivered 73.21% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #47 in its category based on 5-year returns.
The largest portfolio holding is BLACKROCK GLOBAL FUNDS WORLD ENERGY FUND with a portfolio weight of 9.65% .
The fund currently owns more than 29 stocks.
The top 10 holdings account for 67.88% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 39.98% | -0.11% |
| 2 Year Return | 80.54% | 12.90% |
| 3 Year Return | 109.17% | 41.33% |
| 4 Year Return | 275.32% | 59.19% |
| 5 Year Return | 284.83% | 77.59% |
| 6 Year Return | 276.63% | 118.07% |
| 7 Year Return | 549.73% | 140.00% |
| Expense Ratio | 0.76% | - |
AMC: DSP
Category: Equity • Sectoral/Thematic
Launch Date: 01 Jan 2013
Fund Manager: Mr. Rohit Singhania
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
DSP Natural Resources and New Energy Fund - Direct Plan is managed by DSP and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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