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DSP World Energy Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Fund of Funds
Fund House : DSP Mutual Fund

Scheme 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.

Scheme Details

  • Fund manager(s)Jay Kothari
  • Launch date – 03-Jan-2013
  • Expense ratio – 1.53% as declared on 31-Dec-2021 (category average is 0.73%)
  • Benchmark - Nifty 50
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Data not available.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 3 years from purchase date, long term capital gain tax will be applicable. Current tax rate is the lower of (a) 10% of profit or (b) 20% of profit adjusted after indexation benefits. Any cess/surcharge is not included.|If sold before 3 years from purchase date, short term capital gain tax will be applicable. Any profit will be clubbed with your income and taxed at your effective tax rate.

Contact Details

DSP Investment Managers Limited
Mafatlal Centre, 10th Floor, Nariman Point Mumbai 400021
Tel no.: 022-66578000
Fax no.: 022-66578181


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