Which funds are similar to DSP Natural Resources and New Energy Fund Direct Plan-Growth?
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.
What is the rank of DSP Natural Resources and New Energy Fund Direct Plan-Growth in its category?
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.
How does DSP Natural Resources and New Energy Fund Direct Plan-Growth's expense ratio compare to similar funds?
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.
How does DSP Natural Resources and New Energy Fund Direct Plan-Growth's AUM compare to similar funds?
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.
Which fund has the best 3-year returns in the Equity: Thematic-Energy?
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.
How does DSP Natural Resources and New Energy Fund Direct Plan-Growth rank in risk-adjusted returns vs peers?
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.
