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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
DSP Natural Resources and New Energy Fund - Direct Plan
|
Very High
|
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0.84 |
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|
Very High
|
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0.60 |
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|
Very High
|
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0.78 |
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|
Very High
|
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0.57 |
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|
Very High
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1.01 |
₹1,990 Cr
--
100
500
100
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:
If you still choose to invest:
Capital Gains Taxation
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
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
|
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.