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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.99 | 18.15 | 1.27 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.32 | 36.19 | 0.82 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
MSCI World Energy 30% Buffer 10/40 Net Total Return |
Sectoral Funds - Energy & Power are equity schemes that majorly invest in energy & power sector companies. It will give exposure to entire sector which comprised a wide range of companies involved in exploration and development of oil or gas reserves, drilling and refining.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
DSP Natural Res & New Energy Fund(IDCW) | 21.69% | 11.91% | 10.99% |
SBI Energy Opportunities Fund(IDCW) | — | — | — |
ICICI Pru Energy Opportunities Fund(IDCW Payout) | — | — | — |
Nippon India Power & Infra Fund(IDCW) | 31.67% | 25.97% | 8.00% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
9.03 %
Holdings
8.04 %
Holdings
7.76 %
DSP Investment Managers is an independent Indian AMC started in 1996. The DSP group (which owns the AMC) is a 150+ year old financial company which started stock broking as early as the 1860s. Since its inception, the fund house has grown to become one of India's premier AMCs with a track record of over 20 years.
No.of Schemes
56
Total AUM
₹ 1,85,876.07 Cr.
Rohit Singhania
AUM: ₹35,103.89 Cr.
|
Exp: 12yrs
B.Com., MMS(Finance)
Mr.Rohit Singhania has over 12 years experience in Equity Research. He joined DSP BlackRock Investment Managers in September 2005, as Portfolio Analyst for the firm's PMS division. He was transferred to the Institutional Equities Team of DSP BlackRock Investment Managers in June 2009. Previously, he was with HDFC Securities Limited as a part of its Institutional Equities Research Desk. He spent 13 months at HDFC Securities as Sr. Equity Analyst.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%