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DSP Natural Resources And New Energy Fund - Regular - Growth is an equity scheme managed by DSP Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 22.78%, with the bottom and top quartiles at 19.57% and 24.84% respectively. It has ranked in the top half of its category for 7 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.97% on assets of ₹2,343Cr. The fund is currently managed by Rohit Singhania, appointed within the last year.
Lower is better.
This scheme classifies as Mid-Blend on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Godawari Power And Ispat limited | Basic Materials | 1.38% |
| Jindal Saw Limited | Basic Materials | 0.51% |
| Sector | Holdings | Weight |
|---|---|---|
| Ferrous Metals | 2 | 16.60% |
| Petroleum Products | 4 | 13.31% |
| Non - Ferrous Metals | 3 | 12.94% |
| Oil | 2 | 12.19% |
| Gas | 6 | 9.21% |
| Industrial Products | 2 | 3.26% |
| Consumable Fuels | 1 | 3.15% |
| Minerals & Mining | 1 | 2.85% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -12.80% | 2.81% | 23.07% | 42.87% | 105.32% | 79.2% |
| 3Y | 8.72% | 19.57% | 22.78% | 24.84% | 33.98% | 100.0% |
| 5Y | 16.25% | 20.54% | 23.15% | 26.48% | 28.62% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 1.9% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| Tata Resources & Energy Fund-Regular Plan-Growth | Tata Mutual Fund | ₹1,343 Cr | 2.17% | +18.60% | +13.72% | 5★ |
| SBI Energy Opportunities Fund - Regular Plan - Growth | SBI Mutual Fund | ₹8,918 Cr | 1.76% | — | — | 1★ |
| Baroda BNP Paribas Energy Opportunities Fund - Regular Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹712 Cr | 2.40% | — | — | 3★ |
| Kotak Energy Opportunities Fund-Regular-Growth | Kotak Mahindra Mutual Fund | ₹276 Cr | 2.45% | — | — | 3★ |