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 - Regular Plan - IDCW 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: 5.97%.

DSP BlackRock

DSP Natural Resources And New Energy Fund - Regular Plan - IDCW

Latest NAV

₹31.0180

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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%	-0.12	123 / 175	Q3
1W	-0.45%	-1.37%	+0.92	32 / 175	Q1
2W	-0.39%	-2.16%	+1.77	20 / 176	Q1
1M	-1.31%	-0.56%	-0.75	129 / 176	Q3
3M	-4.48%	+4.04%	-8.52	173 / 176	Q4
6M	-4.64%	+6.55%	-11.19	163 / 170	Q4
YTD	-3.43%	+1.03%	-4.46	119 / 165	Q3
1Y	+6.50%	+3.14%	+3.36	49 / 155	Q2
2Y	-1.77%	+1.99%	-3.77	85 / 112	Q4
3Y	+9.37%	+12.71%	-3.33	57 / 74	Q4
4Y	+11.63%	+14.01%	-2.38	40 / 55	Q3
5Y	+5.97%	+10.05%	-4.07	45 / 47	Q4
7Y	+10.54%	+16.18%	-5.65	31 / 32	Q4
10Y	+7.65%	+13.31%	-5.66	22 / 23	Q4
Inception	+6.18%	+8.35%	-2.17	112 / 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	-3.43%	+1.65%	-5.08	119 / 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

+11.80%

211 windows

min -41.5% · max 105.2%

52% positive

3-Year rolling

+7.27%

186 windows

min -18.6% · max 25.8%

78% positive

5-Year rolling

+6.99%

162 windows

min -5.9% · max 22.1%

87% positive

7-Year rolling

+6.53%

138 windows

min 0.5% · 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

16.59%

3-year · annualised

Sharpe ratio

0.26

vs risk-free 6.5%

Sortino ratio

0.41

Downside-only deviation

Max drawdown

-28.14%

Oct 2024 → Apr 2025

% positive months

55.6%

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	₹31.0180
23 Jul 2026	₹31.1440
22 Jul 2026	₹31.3270
21 Jul 2026	₹31.3760
20 Jul 2026	₹31.3260
17 Jul 2026	₹31.1580
16 Jul 2026	₹31.1380
15 Jul 2026	₹31.1920
14 Jul 2026	₹31.1440
13 Jul 2026	₹31.0950

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 Plan - IDCW is ₹31.0180. 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 Plan - IDCW 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 Plan - IDCW 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 Plan - IDCW has delivered a absolute return of 6.50% — +3.36 pp ahead of the Sectoral/Thematic Fund category average of 3.14%. The fund ranks #49 of 155 in its category — the second (Q2) quartile.

Over the trailing 3-year window, DSP Natural Resources And New Energy Fund - Regular Plan - IDCW has delivered a CAGR of 9.37% — -3.33 pp behind the Sectoral/Thematic Fund category average of 12.71%. The fund ranks #57 of 74 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, DSP Natural Resources And New Energy Fund - Regular Plan - IDCW has delivered a CAGR of 5.97% — -4.07 pp behind the Sectoral/Thematic Fund category average of 10.05%. The fund ranks #45 of 47 in its category — the bottom (Q4) quartile.

₹1 lakh invested in DSP Natural Resources And New Energy Fund - Regular Plan - IDCW exactly 10 years ago would be worth approximately ₹208,947 today — a multiplier of 2.09×, based on the 10-year CAGR of 7.65%. 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 Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹716,568 today. That's an XIRR (money-weighted annualised return) of 7.03%.

A ₹10,000 monthly SIP for 10 years in DSP Natural Resources And New Energy Fund - Regular Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,830,194 (multiplier 1.53×). XIRR: 8.18%. 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 Plan - IDCW ranks #45 out of 47 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 10.04%; this fund delivered 5.97%.

The worst peak-to-trough decline DSP Natural Resources And New Energy Fund - Regular Plan - IDCW 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 Natural Resources And New Energy Fund - Regular Plan - IDCW averaged 6.99% (best 22.08%, worst -5.94%). 87% of rolling windows ended positive. The 5-year Sharpe ratio is 0.06 — weak risk-adjusted performance.

In calendar year 2025, DSP Natural Resources And New Energy Fund - Regular Plan - IDCW 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 Natural Resources And New Energy Fund - Regular Plan - IDCW 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 Plan - IDCW 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: 5.97%.

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