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

We don't give personal investment advice. DSP Natural Resources And New Energy Fund - Regular - 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: 24.5%. 5-year CAGR: 15.57%.

DSP BlackRock

DSP Natural Resources And New Energy Fund - Regular - Growth

Latest NAV

₹105.5680

As of

24 Jul 2026

4,366 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	-0.40%	-0.29%	-0.11	122 / 175	Q3
1W	-0.45%	-1.37%	+0.92	33 / 175	Q1
2W	-0.39%	-2.16%	+1.77	21 / 176	Q1
1M	-1.31%	-0.56%	-0.75	130 / 176	Q3
3M	-4.48%	+4.04%	-8.52	172 / 176	Q4
6M	+3.83%	+6.55%	-2.72	99 / 170	Q3
YTD	+5.15%	+1.03%	+4.12	46 / 165	Q2
1Y	+15.96%	+3.14%	+12.82	7 / 155	Q1
2Y	+6.69%	+1.99%	+4.70	28 / 112	Q1
3Y	+18.87%	+12.71%	+6.16	13 / 74	Q1
4Y	+21.24%	+14.01%	+7.23	7 / 55	Q1
5Y	+15.57%	+10.05%	+5.53	9 / 47	Q1
7Y	+19.67%	+16.18%	+3.48	8 / 32	Q1
10Y	+16.74%	+13.31%	+3.43	2 / 23	Q1
Inception	+13.55%	+8.35%	+5.20	58 / 176	Q2

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	+5.15%	+1.65%	+3.50	46 / 164
2025	+17.50%	+1.66%	+15.84	9 / 133
2024	+12.51%	+21.92%	-9.42	67 / 82
2023	+28.88%	+31.01%	-2.14	32 / 59
2022	+9.80%	+2.36%	+7.44	16 / 52
2021	+42.80%	+31.79%	+11.02	10 / 42
2020	+11.54%	+20.01%	-8.47	18 / 34
2019	+4.43%	+8.53%	-4.10	20 / 28
2018	-14.62%	-6.81%	-7.81	14 / 23
2017	+43.15%	+37.67%	+5.48	9 / 23
2016	+43.12%	+8.37%	+34.74	1 / 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

+19.17%

211 windows

min -37.3% · max 114.9%

64% positive

3-Year rolling

+15.27%

186 windows

min -11.9% · max 37.0%

86% positive

5-Year rolling

+14.92%

162 windows

min 0.2% · max 32.3%

100% positive

7-Year rolling

+14.58%

138 windows

min 7.9% · max 20.3%

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

14.03%

3-year · annualised

Sharpe ratio

0.88

vs risk-free 6.5%

Sortino ratio

1.95

Downside-only deviation

Max drawdown

-22.14%

Oct 2024 → Apr 2025

% positive months

58.3%

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	₹11.0340	24 Jul 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.6220	24 Jul 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹12.2789	24 Jul 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹13.9000	24 Jul 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.6920	24 Jul 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹20.6954	24 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹23.0100	24 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹62.2500	24 Jul 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.3414	24 Jul 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹21.2300	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹105.5680
23 Jul 2026	₹105.9960
22 Jul 2026	₹106.6190
21 Jul 2026	₹106.7860
20 Jul 2026	₹106.6180
17 Jul 2026	₹106.0450
16 Jul 2026	₹105.9750
15 Jul 2026	₹106.1600
14 Jul 2026	₹105.9970
13 Jul 2026	₹105.8310

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 24 Jul 2026, the NAV of DSP Natural Resources And New Energy Fund - Regular - Growth is ₹105.5680. 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 Natural Resources And New Energy Fund - Regular - Growth has NAV history starting from 29 Apr 2008, a track record of about 18 years 2 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 Natural Resources And New Energy Fund - Regular - Growth 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 Natural Resources And New Energy Fund - Regular - Growth has delivered a absolute return of 15.96% — +12.82 pp ahead of the Sectoral/Thematic Fund category average of 3.14%. The fund ranks #7 of 155 in its category — the top (Q1) quartile.

Over the trailing 3-year window, DSP Natural Resources And New Energy Fund - Regular - Growth has delivered a CAGR of 18.87% — +6.16 pp ahead of the Sectoral/Thematic Fund category average of 12.71%. The fund ranks #13 of 74 in its category — the top (Q1) quartile.

Over the trailing 5-year window, DSP Natural Resources And New Energy Fund - Regular - Growth has delivered a CAGR of 15.57% — +5.53 pp ahead of the Sectoral/Thematic Fund category average of 10.05%. The fund ranks #9 of 47 in its category — the top (Q1) quartile.

₹1 lakh invested in DSP Natural Resources And New Energy Fund - Regular - Growth exactly 10 years ago would be worth approximately ₹470,091 today — a multiplier of 4.70×, based on the 10-year CAGR of 16.74%. The category average over the same window would have grown ₹1 lakh to ₹348,944.

A ₹10,000 monthly SIP in DSP Natural Resources And New Energy Fund - Regular - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹917,408 today. That's an XIRR (money-weighted annualised return) of 17.00%.

A ₹10,000 monthly SIP for 10 years in DSP Natural Resources And New Energy Fund - Regular - Growth = ₹1,200,000 invested. It would currently be worth ₹2,968,264 (multiplier 2.47×). XIRR: 17.24%. 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 - Regular - Growth ranks #9 out of 47 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 10.04%; this fund delivered 15.57%.

The worst peak-to-trough decline DSP Natural Resources And New Energy Fund - Regular - Growth has experienced over the last 5-year window is 24.49% — 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 - Regular - Growth averaged 14.92% (best 32.26%, worst 0.25%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.57 — reasonable risk-adjusted performance.

In calendar year 2025, DSP Natural Resources And New Energy Fund - Regular - Growth returned 17.50% — beating the Sectoral/Thematic Fund category average of 1.66% by 15.84 pp. It ranked #9 of 133 in its category that year.

DSP Natural Resources And New Energy Fund - Regular - 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 - Regular - 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: 24.5%. 5-year CAGR: 15.57%.

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