Should I invest in DSP BlackRock World Energy Fund?

We don't give personal investment advice. DSP BlackRock World Energy Fund - Regular Plan - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.8%. 5-year CAGR: 13.45%.

DSP BlackRock

DSP BlackRock World Energy Fund - Regular Plan - Growth

Latest NAV

₹28.8832

As of

17 Jul 2026

3,970 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	-0.87%	-1.09%	+0.22	13 / 29	Q2
1W	-0.79%	-1.00%	+0.21	15 / 29	Q3
2W	-3.17%	-1.49%	-1.68	22 / 29	Q4
1M	-4.83%	-1.97%	-2.85	24 / 29	Q4
3M	+2.13%	+2.66%	-0.53	22 / 29	Q4
6M	+15.81%	+6.88%	+8.93	3 / 28	Q1
YTD	+21.64%	+10.58%	+11.05	1 / 28	Q1
1Y	+49.30%	+29.34%	+19.96	4 / 28	Q1
2Y	+25.19%	+21.44%	+3.75	8 / 27	Q2
3Y	+15.39%	+20.08%	-4.69	18 / 23	Q4
4Y	+19.64%	+20.19%	-0.55	13 / 21	Q3
5Y	+13.45%	+12.06%	+1.40	9 / 17	Q3
7Y	+12.47%	+14.61%	-2.14	8 / 9	Q4
10Y	+8.93%	+10.87%	-1.94	7 / 9	Q4
Inception	+6.57%	+9.64%	-3.07	21 / 29	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	+21.64%	+10.83%	+10.81	1 / 27
2025	+39.19%	+35.03%	+4.16	5 / 27
2024	-5.53%	+11.88%	-17.41	23 / 26
2023	+12.46%	+19.76%	-7.30	15 / 23
2022	-8.65%	-13.20%	+4.55	7 / 20
2021	+29.46%	+11.88%	+17.57	1 / 12
2020	+0.03%	+16.15%	-16.11	9 / 9
2019	+18.23%	+23.53%	-5.30	7 / 9
2018	-11.24%	-10.18%	-1.06	7 / 9
2017	-1.87%	+6.52%	-8.39	7 / 9
2016	+22.53%	+25.88%	-3.36	6 / 9

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

+7.75%

194 windows

min -35.3% · max 83.6%

58% positive

3-Year rolling

+4.67%

170 windows

min -11.6% · max 22.8%

76% positive

5-Year rolling

+3.98%

146 windows

min -8.5% · max 14.6%

80% positive

7-Year rolling

+3.49%

121 windows

min -4.8% · max 13.1%

89% 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

19.06%

3-year · annualised

Sharpe ratio

0.52

vs risk-free 6.5%

Sortino ratio

0.96

Downside-only deviation

Max drawdown

-24.94%

Sep 2024 → Apr 2025

% positive months

61.1%

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 Fund of Funds - Overseas

Scheme	Fund house	NAV	As of
Invesco India - Invesco Global Consumer Trends Fund of Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹12.3282	17 Jul 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF- REGULAR PLAN- IDCW	Bandhan	₹13.4604	17 Jul 2026
Aditya Birla Sun Life US Equity Passive FOF-Regular IDCW	Aditya Birla Sun Life	₹22.1741	17 Jul 2026
Kotak International REIT Overseas Equity Omni FOF - Regular Plan - Payout of Income Distribution cum capital withdrawal option	Kotak	₹11.9832	17 Jul 2026
DSP BlackRock World Energy Fund - Regular Plan - Dividend	DSP BlackRock	₹20.0828	17 Jul 2026
DSP World Mining Overseas Equity Omni FoF - Regular Plan - IDCW	DSP	₹26.3224	17 Jul 2026
Axis Global Equity Alpha Fund of Fund - Regular Plan - IDCW	Axis	₹24.4016	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹28.8832
16 Jul 2026	₹29.1357
15 Jul 2026	₹29.7581
14 Jul 2026	₹29.5406
13 Jul 2026	₹29.1461
10 Jul 2026	₹29.1146
9 Jul 2026	₹29.3381
8 Jul 2026	₹29.0127
7 Jul 2026	₹29.3513
6 Jul 2026	₹30.0115

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 17 Jul 2026, the NAV of DSP BlackRock World Energy Fund - Regular Plan - Growth is ₹28.8832. It's a Fund of Funds - Overseas from DSP BlackRock, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

DSP BlackRock World Energy Fund - Regular Plan - Growth has NAV history starting from 18 Aug 2009, a track record of about 16 years 11 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 World Energy Fund - Regular Plan - Growth is managed by DSP BlackRock. It's classified by AMFI under the 'Fund of Funds - Overseas' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DSP BlackRock World Energy Fund - Regular Plan - Growth has delivered a absolute return of 49.30% — +19.96 pp ahead of the Fund of Funds - Overseas category average of 29.34%. The fund ranks #4 of 28 in its category — the top (Q1) quartile.

Over the trailing 3-year window, DSP BlackRock World Energy Fund - Regular Plan - Growth has delivered a CAGR of 15.39% — -4.69 pp behind the Fund of Funds - Overseas category average of 20.08%. The fund ranks #18 of 23 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, DSP BlackRock World Energy Fund - Regular Plan - Growth has delivered a CAGR of 13.45% — +1.4 pp ahead of the Fund of Funds - Overseas category average of 12.06%. The fund ranks #9 of 17 in its category — the third (Q3) quartile.

₹1 lakh invested in DSP BlackRock World Energy Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹235,238 today — a multiplier of 2.35×, based on the 10-year CAGR of 8.93%. The category average over the same window would have grown ₹1 lakh to ₹280,533.

A ₹10,000 monthly SIP in DSP BlackRock World Energy Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹967,390 today. That's an XIRR (money-weighted annualised return) of 19.17%.

A ₹10,000 monthly SIP for 10 years in DSP BlackRock World Energy Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,318,978 (multiplier 1.93×). XIRR: 12.64%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, DSP BlackRock World Energy Fund - Regular Plan - Growth ranks #9 out of 17 funds in the Fund of Funds - Overseas category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 12.06%; this fund delivered 13.45%.

The worst peak-to-trough decline DSP BlackRock World Energy Fund - Regular Plan - Growth has experienced over the last 5-year window is 26.85% — its NAV fell from a high on 08 Nov 2021 to a low on 05 Jul 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 World Energy Fund - Regular Plan - Growth averaged 3.98% (best 14.65%, worst -8.48%). 80% of rolling windows ended positive. The 5-year Sharpe ratio is 0.37 — weak risk-adjusted performance.

In calendar year 2025, DSP BlackRock World Energy Fund - Regular Plan - Growth returned 39.19% — beating the Fund of Funds - Overseas category average of 35.03% by 4.16 pp. It ranked #5 of 27 in its category that year.

DSP BlackRock World Energy Fund - Regular Plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. DSP BlackRock World Energy Fund - Regular Plan - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.8%. 5-year CAGR: 13.45%.

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