DSP Natural Resources and New Energy Fund - Direct Plan

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Value Research Rating

Unrated

Our Opinion

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Riskometer

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Very High

₹118.5020 1.53%

As on 17-Mar-2026

Returns

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Calculate SIP Returns of DSP Natural Resources and New Energy Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of DSP Natural Resources and New Energy Fund - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
DSP Natural Resources and New Energy Fund - Direct Plan
Unrated
unlock fund advisor
Very High
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0.84
Unrated
unlock fund advisor
Very High
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0.60
Unrated
unlock fund advisor
Very High
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0.78
Unrated
unlock fund advisor
Very High
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0.57
Unrated
unlock fund advisor
Very High
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1.01

Other details of DSP Natural Resources and New Energy Fund - Direct Plan

Assets

info

₹1,990 Cr

Exit Load (Days)

info

--

Min. Investment (₹)

100

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

100

Min. No of Cheques

6

About DSP Natural Resources and New Energy Fund - Direct Plan

DSP Natural Resources and New Energy Fund - Direct Plan is a equity mutual fund scheme of DSP Mutual Fund. Launched on January 03, 2013, it is currently managed by Rohit Singhania. The fund has an expense ratio of 0.84% with an overall AUM (Assets Under Management) of ₹1,990 Cr.

DSP Natural Resources and New Energy Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of companies operating in the energy sector. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.

Investment Strategy

The scheme will invest in equity and equity related securities of companies domiciled in India and a certain portion in companies domiciled overseas, whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining, etc.

Suitability

Nobody should invest in Energy funds in our opinion, because:

  • They have a narrow focus on only natural resources and energy companies
  • Instead, diversified equity funds which invest across sectors/themes are better

If you still choose to invest:

  • Invest only through SIP
  • Have a 7+ year investment horizon
  • Be prepared to withstand interim sharp declines in investment value

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for DSP Natural Resources and New Energy Fund - Direct Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of DSP Natural Resources and New Energy Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, DSP Natural Resources and New Energy Fund - Direct Plan can be bought from the DSP Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of DSP Natural Resources and New Energy Fund - Direct Plan, is ₹118.5020 as of 18-Mar-2026.

Company Percentage of Portfolio

BlackRock Global Funds - World Energy Fund I2

10.47
9.45
9.40
8.30
5.63
See More

Over the past five years, DSP Natural Resources and New Energy Fund - Direct Plan has delivered an annualised return of 22.04% as of 18-Mar-2026.

The minimum investment required to start investing in DSP Natural Resources and New Energy Fund - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.