Equity | Thematic - Energy
3Y Returns
10.93%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
1.18%
Fund Size
₹711 Cr
Inception Date
31-Dec-12
Fund Manager
Rohit Singhania
Exit Load
Nil.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
78.30%
Debt & Others
21.70%
Market Cap Allocation
Large Cap
46.66%
Mid Cap
25.59%
Small Cap
4.00%
Other Cap
23.75%
Investment Objective
To Seek To Generate Capital Appreciation And Provide Long Term Growth Opportunities By Investing In Equity And Equity Related Securities 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 Securities Of 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 Merrill Lynch International Investment Funds ' New Energy Fund, Merrill Lynch International Investment Funds ' World Energy Fund And Similar Other Overseas Mutual Fund Schemes. The Secondary Objecti
Fund House Detail
AMC Name
DSP Investment Managers Private Limited
Scheme Document
https://www.dspim.com/downloads?category=Information%20Documents&sub_category=SID/SAIAddress
Mafatlal Centre,10th Floor, Nariman Point,Mumbai - 400 021
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.