This CRISIL Rated Thematic-Energy Mutual Fund Has Given 65% Returns In 5 Years

When it comes to mutual fund investing, one should consider the whole list of funds in terms of performance, investment purpose, and scheme type. If the target has been met, it is possible to redeem. Thematic mutual funds are a wonderful investing choice since they focus on a certain industry. This thematic fund has offered good returns in 2-years and also in SIP investment. Check out details for more.

DSP Natural Resources and New Energy Fund - Direct Plan-Growth

This fund was launched on 03 January 2013 by the DSP Mutual Fund. DSP Natural Resources and New Energy Fund Direct Plan-Growth is an Equity Thematic mutual fund. This Thematic-Energy mutual fund's Direct Plan-Growth scheme has an AUM worth Rs 758.78 and Rs 57.923 NAV as of 02 March 2022. The fund's expense ratio is 1.16%, compared to its category average expense ratio it is high. It is an open-ended medium-sized fund of its category. The fund is managed by Rohit Singhania and Aayush Ganeriwala. On risk mete, it is rank high. CRISIL rating agency has given this fund 5 stars. Its performance among its peer mutual funds is very good when compared. The minimum SIP amount to invest in this scheme is Rs 500. 

Investors with a strong understanding of macro trends who seek to make selected bets for better returns than other Equity funds. At the same time, even when the broader market is performing well, these investors should be prepared for moderate to large losses in their investments. It has a below-average capacity to limit losses in a sinking market.

Returns

DSP Natural Resources and New Energy Fund Direct Plan-Growth scheme return performance in last 1 year is 30.78%. It has given double than its category average returns in 2 years almost 43.80% annualized returns. In 3 and 5 years it has given good returns, better than its category average returns. Since its launch, it has delivered 17.25% average annual returns.

Annualized and Absolute Returns

1-Year	2-Year	3-Year	5-Year	Since Inception
30.78%	43.80%	22.64%	13.82%	17.25%

SIP Returns

Period Invested for	Absolute Returns	Annualised Returns
1 Year	9.92%	18.69%
2 Year	54.26%	47.83%
3 Year	61.75%	33.75%
5 Year	65.55%	20.23%

Portfolio

73.81% of the fund investments are in Indian stocks, accounting for 50.% in large-cap, 16.5% in mid-cap, and 1.77% in small-cap. The majority of the money in the fund is invested in the Metals & Mining, Energy, and Financial sectors. In comparison to other funds in the category, it has less exposure to the Metals & Mining, and Energy sectors. Black Rock Global Funds - World Energy Fund, Black Rock Global Funds - New Energy Fund, Hindalco Industries Ltd., Reliance Industries Ltd., and Jindal Steel & Power Ltd. are the fund's top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.