Should I invest in DSP Natural Resources and New Energy Fund?

We don't give personal investment advice. DSP Natural Resources and New Energy Fund - Direct Plan - Growth 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: 24.3%. 5-year CAGR: 18.25%.

DSP

DSP Natural Resources and New Energy Fund - Direct Plan - Growth

Latest NAV

₹124.6300

As of

2 Jun 2026

3,205 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	158 / 258	Q3
1W	-1.31%	-1.34%	+0.03	107 / 258	Q2
2W	+0.34%	+0.04%	+0.31	116 / 259	Q2
1M	-0.77%	-0.39%	-0.38	136 / 259	Q3
3M	+1.35%	+2.19%	-0.85	135 / 257	Q3
6M	+16.75%	-1.09%	+17.84	6 / 247	Q1
YTD	+11.01%	-1.30%	+12.31	12 / 247	Q1
1Y	+28.02%	+5.02%	+23.00	6 / 230	Q1
2Y	+9.54%	+5.50%	+4.04	34 / 182	Q1
3Y	+25.62%	+16.94%	+8.68	16 / 139	Q1
4Y	+21.86%	+16.57%	+5.29	23 / 119	Q1
5Y	+18.25%	+13.73%	+4.53	27 / 109	Q1
7Y	+20.05%	+16.42%	+3.63	22 / 91	Q1
10Y	+20.14%	+15.07%	+5.06	2 / 76	Q1
Inception	+18.01%	+10.45%	+7.56	50 / 259	Q1

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	+11.01%	-0.94%	+11.95	12 / 244
2025	+18.83%	+4.41%	+14.43	15 / 208
2024	+13.76%	+23.18%	-9.42	130 / 155
2023	+30.26%	+33.51%	-3.25	72 / 127
2022	+11.07%	+4.32%	+6.75	39 / 116
2021	+44.50%	+34.43%	+10.07	31 / 104
2020	+12.64%	+21.19%	-8.55	56 / 94
2019	+5.40%	+9.30%	-3.90	56 / 85
2018	-14.02%	-5.36%	-8.67	58 / 77
2017	+44.21%	+35.61%	+8.60	22 / 76
2016	+44.11%	+4.98%	+39.13	1 / 76

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

+23.31%

152 windows

min -35.4% · max 110.6%

72% positive

3-Year rolling

+19.57%

127 windows

min -11.1% · max 39.3%

91% positive

5-Year rolling

+18.36%

103 windows

min 3.4% · max 30.6%

100% positive

7-Year rolling

+16.96%

79 windows

min 9.6% · max 20.9%

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

15.39%

3-year · annualised

Sharpe ratio

1.15

vs risk-free 6.5%

Sortino ratio

2.23

Downside-only deviation

Max drawdown

-21.70%

Oct 2024 → Apr 2025

% positive months

66.7%

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 Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹124.6300
1 Jun 2026	₹124.5270
29 May 2026	₹124.2720
27 May 2026	₹126.4560
26 May 2026	₹126.2840
22 May 2026	₹125.1660
21 May 2026	₹125.2080
20 May 2026	₹125.2610
19 May 2026	₹124.2030
18 May 2026	₹124.0320

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 Natural Resources and New Energy Fund - Direct Plan - Growth is ₹124.6300. It's a Sectoral/Thematic Fund from DSP, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

DSP Natural Resources and New Energy Fund - Direct Plan - Growth has NAV history starting from 04 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

DSP Natural Resources and New Energy Fund - Direct Plan - Growth is managed by DSP. 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 Natural Resources and New Energy Fund - Direct Plan - Growth has delivered a absolute return of 28.02% — +23 pp ahead of the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #6 of 230 in its category — the top (Q1) quartile.

Over the trailing 3-year window, DSP Natural Resources and New Energy Fund - Direct Plan - Growth has delivered a CAGR of 25.62% — +8.68 pp ahead of the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #16 of 139 in its category — the top (Q1) quartile.

Over the trailing 5-year window, DSP Natural Resources and New Energy Fund - Direct Plan - Growth has delivered a CAGR of 18.25% — +4.53 pp ahead of the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #27 of 109 in its category — the top (Q1) quartile.

₹1 lakh invested in DSP Natural Resources and New Energy Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹626,378 today — a multiplier of 6.26×, based on the 10-year CAGR of 20.14%. The category average over the same window would have grown ₹1 lakh to ₹407,181.

A ₹10,000 monthly SIP in DSP Natural Resources and New Energy Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹1,006,048 today. That's an XIRR (money-weighted annualised return) of 20.78%.

A ₹10,000 monthly SIP for 10 years in DSP Natural Resources and New Energy Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹3,387,008 (multiplier 2.82×). XIRR: 19.68%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, DSP Natural Resources and New Energy Fund - Direct Plan - Growth ranks #27 out of 109 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.73%; this fund delivered 18.25%.

The worst peak-to-trough decline DSP Natural Resources and New Energy Fund - Direct Plan - Growth has experienced over the last 5-year window is 24.32% — its NAV fell from a high on 11 Apr 2022 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 Natural Resources and New Energy Fund - Direct Plan - Growth averaged 18.36% (best 30.60%, worst 3.41%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.72 — reasonable risk-adjusted performance.

In calendar year 2025, DSP Natural Resources and New Energy Fund - Direct Plan - Growth returned 18.83% — beating the Sectoral/Thematic Fund category average of 4.41% by 14.43 pp. It ranked #15 of 208 in its category that year.

DSP Natural Resources and New Energy Fund - Direct Plan - Growth 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 Natural Resources and New Energy Fund - Direct Plan - Growth 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: 24.3%. 5-year CAGR: 18.25%.

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