1 LakhInvestment Grown to
₹ 10000Monthly SIP Declined to
This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|S&P BSE 500 TRI||-6.09||0.91||1.62||4.45||21.73||-7.34||4.43||2.88||6.38||13.12||8.62|
As on 06-Aug-2020
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|DSP World Energy Fund - Regular Plan | Invest Online||Aug-09||-0.05||1.24||0.69||2.35||33|
|Franklin India Feeder Franklin US Opportunities Fund | Invest Online Now||Feb-12||45.02||26.22||16.86||1.54||1,844|
|Motilal Oswal NASDAQ 100 Exchange Traded Fund||Mar-11||59.04||29.91||22.73||0.54||1,091|
|ICICI Prudential US Bluechip Equity Fund | Invest Now||Jul-12||21.21||17.21||13.44||2.60||692|
|Motilal Oswal Nasdaq 100 FOF - Regular Plan | Invest Online||Nov-18||54.58||--||--||0.50||657|
|Best (Period)||Worst (Period)|
|Week||21.76 (19-Mar-2020 - 26-Mar-2020)||-24.58 (05-Mar-2020 - 12-Mar-2020)|
|Month||29.47 (18-Mar-2020 - 17-Apr-2020)||-40.86 (17-Feb-2020 - 18-Mar-2020)|
|Quarter||51.59 (18-Mar-2020 - 17-Jun-2020)||-42.36 (19-Dec-2019 - 19-Mar-2020)|
|Year||38.73 (21-Jan-2016 - 20-Jan-2017)||-40.24 (20-Mar-2019 - 19-Mar-2020)|
|S&P BSE 500 TRI||4.74||21.74||-0.02||-0.03||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-Jul-2020
|The underlying data is unavailable.|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|Black Rock Global Funds - World Energy Fund||Financial||--||54.45|
|Black Rock Global Funds - New Energy Fund||Financial||--||40.77|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Jun-2020
Education: Mr. Kothari is a BMS and MBA from Mumbai University .
Experience: Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.
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The fund would predominantly invest in units of BlackRock Global Funds - World Energy Fund and BlackRock Global Funds - New Energy Fund. In addition to this, a significant part of its corpus would be invested in units of other similar overseas mutual fund.
|Minimum Investment (₹)||500|
|Minimum Addl Investment (₹)||500|
|Minimum SIP Investment (₹)||500|
|Minimum No of Cheques||6|
|Minimum Withdrawal (₹)||--|
|Minimum Balance (₹)||500|
|Fund House:||DSP Mutual Fund|
|Return Since Launch:||1.80%|
|Benchmark:||MSCI World Energy 10/40 Net TRI (70), MSCI World (30)|
|Assets:||₹ 33 Cr (As on 30-Jun-2020)|
|Expense:||2.35% (As on 30-Jun-2020)|
|Plan||Record Date||Dividend (₹ / Unit)|
AMC: DSP Investment Managers Pvt. Ltd.
Address: NATRAJ, Office No. 302-3rd Floor-Plot No. 194, MV Road Junction Western Express Highway, Andheri East Mumbai - 400069
Registrar & Transfer Agent: Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002
Phone: 1800-3010-6767 / 1800-419-7676
Email: [email protected]