Should I invest in DSP BlackRock Natural Resources And New Energy Fund?

We don't give personal investment advice. DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 29.4%. 5-year CAGR: 7.21%.

DSP BlackRock

DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend

Latest NAV

₹32.5880

As of

2 Jun 2026

4,330 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.08%	+0.27%	-0.19	106 / 175	Q3
1W	-1.33%	-1.35%	+0.02	76 / 175	Q2
2W	+0.30%	-0.09%	+0.39	82 / 176	Q2
1M	-0.85%	-0.53%	-0.33	99 / 176	Q3
3M	-7.19%	+2.12%	-9.31	167 / 174	Q4
6M	+6.60%	-1.85%	+8.46	18 / 165	Q1
YTD	+1.46%	-1.98%	+3.44	54 / 165	Q2
1Y	+16.22%	+3.78%	+12.44	8 / 151	Q1
2Y	-0.27%	+3.55%	-3.83	82 / 106	Q4
3Y	+14.31%	+14.41%	-0.10	35 / 67	Q3
4Y	+10.96%	+13.82%	-2.86	45 / 54	Q4
5Y	+7.21%	+10.37%	-3.16	42 / 45	Q4
7Y	+9.69%	+14.79%	-5.11	27 / 32	Q4
10Y	+9.69%	+14.01%	-4.32	21 / 23	Q4
Inception	+6.52%	+7.02%	-0.50	96 / 176	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.46%	-1.38%	+2.84	54 / 164
2025	+8.46%	+1.66%	+6.80	29 / 133
2024	+3.40%	+21.92%	-18.53	81 / 82
2023	+18.90%	+31.01%	-12.11	55 / 59
2022	-0.97%	+2.36%	-3.34	33 / 52
2021	+35.57%	+31.79%	+3.78	15 / 42
2020	+4.00%	+20.01%	-16.01	25 / 34
2019	-1.28%	+8.53%	-9.80	24 / 28
2018	-23.52%	-6.81%	-16.71	21 / 23
2017	+30.98%	+37.67%	-6.69	17 / 23
2016	+29.13%	+8.37%	+20.75	2 / 23

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+12.13%

209 windows

min -40.3% · max 99.7%

54% positive

3-Year rolling

+7.08%

184 windows

min -18.5% · max 27.3%

77% positive

5-Year rolling

+6.93%

160 windows

min -5.8% · max 19.2%

86% positive

7-Year rolling

+6.47%

136 windows

min 0.9% · max 11.8%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.85%

3-year · annualised

Sharpe ratio

0.50

vs risk-free 6.5%

Sortino ratio

0.77

Downside-only deviation

Max drawdown

-28.14%

Oct 2024 → Apr 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC INNOVATION FUND - REGULAR PLAN - GROWTH OPTION	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹11.4966	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹19.3101	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹22.0100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹59.0200	3 Jun 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.3121	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹20.1120	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹32.5880
1 Jun 2026	₹32.5620
29 May 2026	₹32.4980
27 May 2026	₹33.0710
26 May 2026	₹33.0280
22 May 2026	₹32.7390
21 May 2026	₹32.7510
20 May 2026	₹32.7660
19 May 2026	₹32.4900
18 May 2026	₹32.4470

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 02 Jun 2026, the NAV of DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend is ₹32.5880. It's a Sectoral/Thematic Fund from DSP BlackRock, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend has NAV history starting from 29 Apr 2008, a track record of about 18 years 1 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend is managed by DSP BlackRock. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend has delivered a absolute return of 16.22% — +12.44 pp ahead of the Sectoral/Thematic Fund category average of 3.78%. The fund ranks #8 of 151 in its category — the top (Q1) quartile.

Over the trailing 3-year window, DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend has delivered a CAGR of 14.31% — -0.1 pp behind the Sectoral/Thematic Fund category average of 14.41%. The fund ranks #35 of 67 in its category — the third (Q3) quartile.

Over the trailing 5-year window, DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend has delivered a CAGR of 7.21% — -3.16 pp behind the Sectoral/Thematic Fund category average of 10.37%. The fund ranks #42 of 45 in its category — the bottom (Q4) quartile.

₹1 lakh invested in DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend exactly 10 years ago would be worth approximately ₹252,074 today — a multiplier of 2.52×, based on the 10-year CAGR of 9.69%. The category average over the same window would have grown ₹1 lakh to ₹371,044.

A ₹10,000 monthly SIP in DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹751,080 today. That's an XIRR (money-weighted annualised return) of 8.91%.

A ₹10,000 monthly SIP for 10 years in DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend = ₹1,200,000 invested. It would currently be worth ₹1,927,329 (multiplier 1.61×). XIRR: 9.16%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend ranks #42 out of 45 funds in the Sectoral/Thematic Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.37%; this fund delivered 7.21%.

The worst peak-to-trough decline DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend has experienced over the last 5-year window is 29.44% — its NAV fell from a high on 18 Oct 2021 to a low on 22 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend averaged 6.93% (best 19.21%, worst -5.76%). 86% of rolling windows ended positive. The 5-year Sharpe ratio is 0.12 — weak risk-adjusted performance.

In calendar year 2025, DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend returned 8.46% — beating the Sectoral/Thematic Fund category average of 1.66% by 6.80 pp. It ranked #29 of 133 in its category that year.

DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 29.4%. 5-year CAGR: 7.21%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.