DSP Natural Resources & New Energy Fund Regular Plan Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹2,574.37 Cr
Expense Ratio
2.27%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
25 Apr 2008
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.75% | -- |
| 3 Months | -1.62% | -- |
| 6 Months | -0.97% | -- |
| 1 Year | +10.07% | +10.07% |
| 2 Years | -- | +3.36% |
| 3 Years | +63.9% | +17.9% |
| 5 Years | +88.9% | +13.57% |
| Since Launch | +938.97% | +13.53% |
Holdings as on 7 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| BGF World Energy I2 | 253.32 | 9.84 |
| Bharat Petroleum Corporation | 203.71 | 7.91 |
| Reliance Industries | 198.45 | 7.71 |
| Treps / Reverse Repo Investments | 196.79 | 7.64 |
| Jindal Steel | 180.34 | 7.01 |
| Hindustan Zinc | 157.99 | 6.14 |
| Tata Steel | 156.90 | 6.09 |
| Indian Oil Corporation | 146.90 | 5.71 |
| Oil and Natural Gas Corporation | 142.04 | 5.52 |
| Hindustan Petroleum Corporation Ltd | 133.50 | 5.19 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.87
Sharpe Ratio
15.83%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| DSP Natural Resources & New Energy Fund Regular Plan Growth | +10.07% | +17.9% | +13.57% |
| Tata Business Cycle Fund Regular Growth | -3.19% | +8.7% | +11.71% |
| Axis Business Cycles Fund Regular Growth | +0.91% | +11.52% | -- |
| ICICI Prudential Equity Minimum Variance Fund Regular Growth | -4.53% | -- | -- |
| Kotak MNC Fund Regular Growth | +17.16% | -- | -- |
Results are calculated on CAGR basis
About Fund
The Scheme seeks to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies/entities domiciled in India whose predominant economic activity involves the discovery, development, production, or distribution of natural resources, including energy and mining, as well as alternative energy and energy technology sectors, with emphasis on renewable energy, automotive and on-site power generation, energy storage, and enabling energy technologies. The Scheme may also invest a portion of its corpus in equity and equity related securities of overseas companies/entities principally engaged in the discovery, development, production, or distribution of natural resources and alternative energy, and/or in units or shares of overseas mutual fund schemes such as BGF Sustainable Energy Fund, BGF World Energy Fund, and others.
The DSP Natural Resources & New Energy Fund Regular Plan Growth has an AUM of 2574.37 crores & has delivered CAGR of 13.57 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.27%. The minimum investment in DSP Natural Resources & New Energy Fund Regular Plan Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include BGF World Energy I2, Bharat Petroleum Corporation, Reliance Industries, Treps / Reverse Repo Investments.
The major sectors where the fund is invested are Oil & Gas Operations, Metal Mining, Oil & Gas - Integrated, Iron & Steel.
Some of the similar funds are DSP Natural Resources & New Energy Fund Regular Plan Growth, Tata Business Cycle Fund Regular Growth, Axis Business Cycles Fund Regular Growth, ICICI Prudential Equity Minimum Variance Fund Regular Growth, Kotak MNC Fund Regular Growth. DSP Natural Resources & New Energy Fund Regular Plan Growth has a sharpe ratio of 0.87 & a standard deviation of 15.83%.
FAQs
According to the morning star rating DSP Natural Resources & New Energy Fund Regular Plan Growth has a Medium risk & Exceptional return.
DSP Natural Resources & New Energy Fund Regular Plan Growth is managed by Rohit Singhania.
The expense ratio of DSP Natural Resources & New Energy Fund Regular Plan Growth is 2.27%.
The 5 year annualized return on DSP Natural Resources & New Energy Fund Regular Plan Growth is 13.57% & it has generated 10.07% in the last 1 year.
The minimum investment in DSP Natural Resources & New Energy Fund Regular Plan Growth is 100 Rs.
DSP Natural Resources & New Energy Fund Regular Plan Growth has an AUM of 2574.37 crores.
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