NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹88.78
-1.58%
NAV as on 12 Nov 24, 12:00 AM
very high risk
equity other
fof
NAV as on 12 Nov 24, 12:00 AM
very high risk
equity other
fof
37.57%p.a.
Last 1Y
17.45%p.a.
Last 3Y
22.57%p.a.
Last 5Y
14.25%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the DSP Natural Resources & New Energy Fund Plan Growth scheme from DSP Asset Managers Private Limited. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Apr 2008, DSP Natural Resources & New Energy Fund Plan Growth is Equity - Other fund of its category with 1,245.87 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
The primary investment objective is seeking to generate long term 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 BlackRock Global Funds – Sustainable Energy Fund, BlackRock Global Funds – World Energy Fund and similar other overseas mutual fund schemes.
Hindalco Industries Ltd
9.03%
Coal India Ltd
8.04%
Jindal Steel & Power Ltd
7.76%
National Aluminium Co Ltd
7.64%
NMDC Ltd
6.03%
BGF Sustainable Energy I2
5.69%
BGF World Energy I2
5.57%
Tata Steel Ltd
5.28%
GAIL (India) Ltd
4.50%
Oil & Natural Gas Corp Ltd
4.09%
View Scheme Document
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
---|---|---|
Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
22.5%
very high risk | equity
0.0%
very high risk | equity
19.4%