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DSP World Energy Fund

DSP World Energy Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.42

as on 30 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,103 today.

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NAV Performance

DSP World Energy Fund performance graph for last 3 years
Performance of DSP World Energy Fund for last 3 Years

Fund Information

  • ₹ 17.249

    as on 30 Jan 2023
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 178 Cr.

  • 2.09%

  • 14 Aug 2009

  • Others - Fund of Funds

  • Nifty 50

  • DSP Mutual Fund

    Show All Funds

Highlights of this fund

DSP World Energy Fund is an Open-ended Others Fund. The fund belongs to Fund of Funds category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 14 Aug 2009. This fund is offered by one of the top AMC (Assets Management Company) DSP Mutual Fund. You can also view here all other Others funds offered by DSP Mutual Fund.

Latest NAV of the fund is ₹ 17.249 as on 30 Jan 2023.

This fund has 13 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.09%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Energy Fund (BGF – WEF) and BlackRock Global Funds – New Energy Fund (BGF – NEF). The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time.

List of Fund Managers of DSP World Energy Fund

  • About Jay Kothari

    Picture of Jay KothariJay Kothari, Vice President & Product Strategist -Jay has been with DSP Investment Managers since May 2005, and has been with the Investment function since January 2011. Jay joined the firm as a member of the Sales team (Banking) in May 2005. Prior to joining DSPIM, Jay worked for Standard Chartered Bank for a year in the Priority Banking division. Jay completed his Bachelor of Management Studies (Finance & International Finance) from Mumbai University, followed by an MBA in Finance from Mumbai University.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 10.68% 45.43% 34.14% 24.64% 32.66% 27.53% 15.78% 14.69% 37.89% 25.37% 31.12% 22.54% 14.94%
Category Average -8.90% -5.01% -5.16% -7.10% 8.30% 9.48% 7.23% 8.20% 8.93% 5.27% 9.58% 8.88% 8.91%
DSP World Energy Fund 6.34%₹ 10,634 15.69%₹ 11,569 11.53%₹ 11,152 14.09%₹ 11,408 24.43%₹ 13,539 10.53%₹ 12,221 9.02%₹ 26,294 9.42%₹ 13,103 13.58%₹ 44,081 5.16%₹ 12,860 9.03%₹ 75,348 3.85%₹ 14,592 5.17%₹ 1,56,395
Franklin India Dynamic Asset Allocation Fund Of Funds -1.76%₹ 9,823 -0.86%₹ 9,914 3.95%₹ 10,394 5.11%₹ 10,510 5.42%₹ 12,350 18.67%₹ 14,088 10.29%₹ 26,623 10.22%₹ 13,394 16.01%₹ 45,640 7.69%₹ 14,486 11.05%₹ 79,236 9.37%₹ 24,500 9.53%₹ 1,96,589
DSP World Mining Fund 10.28%₹ 11,027 28.65%₹ 12,864 34.14%₹ 13,414 24.64%₹ 12,463 37.89%₹ 14,348 20.75%₹ 14,588 22.33%₹ 29,815 27.53%₹ 20,756 26.53%₹ 52,835 15.78%₹ 20,810 22.54%₹ 1,05,025 5.90%₹ 17,749 14.60%₹ 2,57,614
ICICI Prudential Thematic Advantage Fund (FoF) -0.69%₹ 9,931 0.69%₹ 10,068 5.94%₹ 10,594 3.75%₹ 10,374 9.18%₹ 12,591 23.42%₹ 15,249 11.00%₹ 26,811 23.24%₹ 18,730 22.99%₹ 50,353 14.34%₹ 19,549 19.12%₹ 96,670 13.30%₹ 34,873 14.94%₹ 2,62,413
ICICI Prudential Bharat 22 - Fof 0.04%₹ 10,003 2.05%₹ 10,205 13.65%₹ 11,365 19.14%₹ 11,914 23.66%₹ 13,494 32.66%₹ 17,624 25.37%₹ 30,648 19.32%₹ 16,996 31.12%₹ 56,223 - - - -
Kotak Equity Fof -1.46%₹ 9,853 3.46%₹ 10,346 8.55%₹ 10,854 11.09%₹ 11,109 14.25%₹ 12,909 16.59%₹ 13,598 12.90%₹ 27,305 18.72%₹ 16,741 17.98%₹ 46,942 14.49%₹ 19,679 17.02%₹ 91,830 14.27%₹ 37,997 14.59%₹ 2,57,456

Portfolio Holdings

Portfolio holdings pattern of DSP World Energy Fund as on 01 Feb 2023 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%