MyWealthGrowth.com logo
HomeMutual Funds

DSP World Energy Fund

DSP World Energy Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.80

as on 21 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,737 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 16.514

    as on 21 Sep 2023
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 170 Cr.

  • 2.12%

  • 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 ₹ 16.514 as on 21 Sep 2023.

This fund has 14 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.12%. 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.
  • 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.
  • 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.
  • 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.
  • 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 Very 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 5.67% 12.89% 26.80% 37.70% 29.82% 44.41% 17.25% 16.43% 46.66% 36.97% 37.16% 27.00% 16.28%
Category Average -9.72% -8.60% -2.62% 1.12% 4.75% 12.47% 8.24% 8.58% 12.48% 8.26% 8.34% 9.60% 9.02%
DSP World Energy Fund -3.98%₹ 9,601 -8.58%₹ 9,141 -5.10%₹ 9,490 11.01%₹ 11,100 -3.60%₹ 11,764 1.36%₹ 10,273 1.10%₹ 24,277 13.80%₹ 14,737 3.83%₹ 38,167 1.95%₹ 11,012 6.20%₹ 70,185 1.46%₹ 11,560 3.93%₹ 1,46,675
Franklin India Dynamic Asset Allocation Fund Of Funds 4.08%₹ 10,408 8.81%₹ 10,880 16.15%₹ 11,614 15.93%₹ 11,593 23.64%₹ 13,488 12.20%₹ 12,588 16.21%₹ 28,172 23.53%₹ 18,852 18.07%₹ 46,989 10.46%₹ 16,452 14.94%₹ 87,228 11.17%₹ 28,860 11.08%₹ 2,13,356
ICICI Prudential Bharat 22 - Fof 5.67%₹ 10,566 12.89%₹ 11,289 26.80%₹ 12,679 37.70%₹ 13,770 46.66%₹ 14,851 29.82%₹ 16,854 36.97%₹ 33,856 44.41%₹ 30,114 37.16%₹ 60,808 15.26%₹ 20,355 27.00%₹ 1,16,843 - -
ICICI Prudential Thematic Advantage Fund (FoF) 2.66%₹ 10,265 7.68%₹ 10,767 20.17%₹ 12,016 20.05%₹ 12,005 26.34%₹ 13,653 11.98%₹ 12,539 17.87%₹ 28,611 29.66%₹ 21,798 20.61%₹ 48,690 16.65%₹ 21,607 22.34%₹ 1,04,467 15.42%₹ 41,997 16.28%₹ 2,81,915
ICICI Prudential India Equity Fof 3.47%₹ 10,347 9.75%₹ 10,975 22.11%₹ 12,210 19.77%₹ 11,977 29.85%₹ 13,865 13.65%₹ 12,917 19.38%₹ 29,016 29.37%₹ 21,653 21.69%₹ 49,431 - - - -
ICICI Prudential Passive Strategy Fund (FoF) 2.38%₹ 10,237 7.80%₹ 10,780 19.05%₹ 11,905 18.95%₹ 11,894 24.38%₹ 13,530 9.35%₹ 11,956 16.95%₹ 28,366 24.42%₹ 19,259 17.58%₹ 46,666 12.64%₹ 18,141 17.44%₹ 92,739 13.48%₹ 35,472 13.31%₹ 2,40,295

Portfolio Holdings

Portfolio holdings pattern of DSP World Energy Fund as on 23 Sep 2023 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%