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DSP Natural Resources And New Energy Fund - Regular - Growth

Equity: Thematic-Energy Open Ended Scheme
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NAV
₹ 88.372 ₹ -0.11 (-0.13 %)
as on 28-05-2025
Asset Size (AUM)
1,227.15 Cr
Launch Date
Apr 25, 2008
Invest in this scheme
Investment Objective
The primary investment objective of the Scheme is 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 BlackRock Global Funds – Sustainable Energy Fund, BlackRock Global Funds – World Energy Fund and similar other overseas mutual fund schemes. There is no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Apr 25, 2008
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13.59

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.47 %
Expense Ratio
2.15%
Volatility
17.22 %
Fund House
DSP Mutual Fund
Fund Manager
Mr. Rohit Singhania
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more.
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
DSP Natural Resources And New Energy Fund - Regular - Growth
Tata Resources & Energy Fund-Regular Plan-Growth
SBI Energy Opportunities Fund - Regular Plan - Growth
Performance

Scheme Performance (%)

Data as on - 29-05-2025

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
DSP Natural Resources And New Energy Fund - Regular - Growth 25-04-2008 -3.98 23.47 19.53 29.51 17.07
Tata Resources & Energy Fund-Regular Plan-Growth 28-12-2015 4.46 22.71 18.79 26.56 0.0
SBI Energy Opportunities Fund - Regular Plan - Growth 05-02-2024 -1.42 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings