DSP Natural Resources And New Energy Fund - Direct Plan - Growth
Mutual Fund · Equity Schemes - Thematic Fund · As of 18 Oct 2026, 6:03 pm
Solid risk-adjusted track record over the available NAV history. Returns have been compensating reasonably for the volatility taken. Still confirm current expense ratio, exit load, and portfolio concentration directly from the AMC factsheet before committing.
DalalBaazaar Score
69/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Worst peak-to-trough fall was 48.0%. That is the loss you would have had to hold through without selling.
✓ Captured only 74% of the index's down months
• Capture profile: 109% of index gains, 74% of index falls
Investment Checklist
3 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✗ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹116.37
As of
16 Oct 2026
Fund History Available
13.8 yrs
1Y Return (CAGR)
11.3%
Moderate
3Y Return (CAGR)
17.9%
5Y Return (CAGR)
13.9%
Annualized Volatility
17.9%
Moderate
Sharpe Ratio (est.)
0.68
Moderate
Max Drawdown
-48.0%
Severe historical drop
Category
Equity Schemes - Thematic Fund
Fund House
DSP Mutual Fund
Category Peer Comparison
Scheme
1Y Return
Sundaram Money Fund Direct Plan - Growth
—
Sahara Midcap Fund-Growth Option - Direct
—
SaharaTax Gain-Growth- direct
—
SBI CONSERVATIVE HYBRID FUND - Direct Plan - Growth
3.7%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹9,37,681
Estimated Gain
₹3,37,681
Risk Flags
This fund has seen a peak-to-trough drawdown of -48.0% in its available history — make sure you can stomach that kind of swing.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
