DSP Natural Res & New Energy Fund-Reg(G)
View the direct plan of this scheme
Rs 82.987 -1.317(-1.562 %) NAV as on 08 May 2025
Scheme 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 relatedsecurities 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 securitiesof 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 - Sustainable 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.
Performance (As on 08 May 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -8.68 % | -6.04 % | 14.33 % | 29.14 % | 13.22 % |
NIFTY 500 | -4.28 % | 6.54 % | 15.69 % | 23.45 % | N/A |
Portfolio
Sector funds focus their entire portfolio on one particular sector such as banking, infrastructure, or pharmaceuticals. These funds can have very high concentration in their top few stocks. A sector fund can deliver outsized returns compared to the market when the sector is in market favour during a rising market. These funds can be prolonged underperformers if markets dont pick up the theme or if the sector is going through a bad patch. These funds require well-timed entry at the low point and an exit at the high point in order to see returns.
Sector funds suit investors with very high risk appetites, and who have the knowledge and ability to track sector performance.