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Jama - DSP Natural Resources and New Energy Fund


DSP Natural Resources and New Energy Fund

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Equity-Sectoral-Energy/Power
NAV : 69.969
(-1.0100000000000051
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)
AUM : ₹7 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.36%6.86%14.03%31.27%10.57%33.54%15.51%



NAV History



Expense Ratio Trends


Fund Details

1. Equity and Equity related Securities of companies domiciled in India, and principally engaged in the discovery, development, production or distribution of Natural Resources and Alternative Energy: 65% - 100%, 2. (a) Equity and Equity related Securities of companies domiciled overseas, and principally engaged in the discovery, development, production or distribution of Natural Resources and Alternative Energy (b) Units/Shares of (i) BGF – New Energy Fund (ii) BGF – World Energy Fund and (iii) Similar other overseas mutual fund schemes: 0% - 35% 3. Debt and Money Market Securities: 0% - 20%
NAV69.969
Launch Date31-12-2012
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio117.0%
Exit Load : Holding Period: < 12 months: 1% >= 12 months: Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,06,784₹1,06,502₹282
After 1 year₹1,31,267₹1,29,841₹1,426
After 3 years₹2,38,156₹2,30,144₹8,012
After 20 years₹3,25,39,112₹2,59,01,959₹66,37,153

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


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Direct Savings :


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Returns assumed : 33.54% Past 3 yr Data




Fund Objective:
The primary investment objective of the Scheme is seeking to generate long term capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose pre-dominant economic activity is in the: a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. The Scheme will also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/ or the units/shares of BlackRock Global Funds – New Energy Fund, BlackRock Global Funds – World Energy Fund and similar other overseas mutual fund schemes. The secondary objective is to generate consistent returns by investing in debt and money market securities.
Fund Manager:
Rohit Singhania