Question 1

Which funds are similar to DSP Natural Resources and New Energy Fund Direct Plan-Growth?

Accepted Answer

Funds similar to DSP Natural Resources and New Energy Fund Direct Plan-Growth in the Equity: Thematic-Energy category include SBI Energy Opportunities Fund Direct-Growth, ICICI Prudential Energy Opportunities Fund Direct-Growth, and Tata Resources & Energy Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of DSP Natural Resources and New Energy Fund Direct Plan-Growth in its category?

Accepted Answer

On a 3-year return basis DSP Natural Resources and New Energy Fund Direct Plan-Growth is ranked 1 out of 1 funds in the Equity: Thematic-Energy category as of 16 Jul 2026. On a 5-year return basis it ranks 1 out of 1. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does DSP Natural Resources and New Energy Fund Direct Plan-Growth's expense ratio compare to similar funds?

Accepted Answer

DSP Natural Resources and New Energy Fund Direct Plan-Growth has an expense ratio of 1.08%. The peers SBI Energy Opportunities Fund Direct-Growth has an expense ratio of 0.90% and ICICI Prudential Energy Opportunities Fund Direct-Growth has 1.12%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does DSP Natural Resources and New Energy Fund Direct Plan-Growth's AUM compare to similar funds?

Accepted Answer

DSP Natural Resources and New Energy Fund Direct Plan-Growth has an AUM of ₹2,400.8 crore. The peers SBI Energy Opportunities Fund Direct-Growth has an AUM of ₹8,712.01 crore and ICICI Prudential Energy Opportunities Fund Direct-Growth has ₹8,351.56 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Thematic-Energy?

Accepted Answer

The top performing fund in the Equity: Thematic-Energy category on a 3-year basis is Tata Resources & Energy Fund Direct-Growth with a CAGR of 19.03% as of 16 Jul 2026. DSP Natural Resources and New Energy Fund Direct Plan-Growth has delivered 20.91% CAGR over the same period, ranking 1 out of 1 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does DSP Natural Resources and New Energy Fund Direct Plan-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, DSP Natural Resources and New Energy Fund Direct Plan-Growth has a Sharpe ratio of 0.98 compared to the Equity: Thematic-Energy average of 0.84 as of 16 Jul 2026. It ranks 1 out of 2 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+19.49%	6.18%	1 / 5
3Y Return	+20.91%	19.03%	1 / 1
5Y Return	+17.06%	14.36%	1 / 1
10Y Return	+18.42%	17.23%	1 / 1

DSP Natural Resources and New Energy Fund Direct Plan-Growth

Similar Funds

Funds in Equity: Thematic-Energy

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Funds in Equity: Thematic-Energy

Frequently Asked Questions