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MF SCHEME PROFILE

YOU ARE ON :

DSP Natural Resources & New Energy Fund (G)

17-Mar-2026 | 12:00 AM

  • AUM ( Cr) : 1,990
  • Inception Date : 25-Apr-2008
  • Category : Sectoral / Thematic

arrow top 105.7120 1.59(1.53%)

Key Parameters

TypeOPEN ENDEDMinimum Investment ()100
52-Week High/Low(rupee)110.438 (26-Feb-2026) / 76.963 (07-Apr-2025) Incremental Investment () 100
Entry LoadNilBenchmark35% BSE Oil & Gas Index+30% BSE Metal Index+35% MSCI World Energy 30% buffer 10/40 Net TRI
Exit LoadNilValue of (rupee) 1,00,000 since inception1,057,120
Fund ManagerRohit SinghaniaExpense Ratio(%)2.01

Portfolio Indicators

Portfolio P/E 13.78 times Portfolio P/B 2.45 times
Average Maturity - Yield To Maturity -
Modified Duration - Turnover Ratio (%) 0.33

Risk Factors

Jenson's Alpha 5.60 Standard Deviation 4.60
Beta 0.99 Sharpe 0.74
R-Squared 0.66 Treynor Factor 0.10

Company Top 5 Holdings

Company Asset Quantity Holdings (%)
TREPS Reverse Repo 0 12.79
BlackRock Global Funds - World Energy Fund Foreign Mutual Funds (Equity Fund) 602478 10.47
Jindal Steel Equity 1511761 9.45
Tata Steel Equity 8808711 9.40
O N G C Equity 5905732 8.30

Sector Top 5 Holdings

Sector Quantity Holdings (%)
Steel 11,410,398.00 27.86
Crude Oil & Natural Gas 7,707,544.00 17.40
Gas Distribution 9,092,803.00 16.22
Refineries 6,952,880.00 15.21
Non Ferrous Metals 3,458,449.00 12.46

Performance

Scheme Name Return(%)
YTD 		Return(%)
3 Months		 Return(%)
6 Months		 Return(%)
1 Year		 Return(%)
3 Years		 Return(%)
5 Years		 Return(%)
10 Years		 Return(%)
Inception
DSP Natural Resources & New Energy Fund (G) 3.71 8.38 12.82 28.33 23.06 19.75 19.57 13.98

Annual Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
2026 1.89 -8.04 NA -10.70 1,989.64
2025 15.87 4.82 NA 8.55 1,572.72
2024 12.51 18.34 NA 8.12 1,212.05
2023 28.88 30.08 NA 18.10 869.00
2022 8.71 2.35 NA 2.80 696.95

Quarterly Performance

Year Scheme Return Category Return Benchmark Return Sensex Return AUM (₹)Cr
Mar-2025 -2.06 -9.09 NA -1.39 1,232.11
Jun-2025 5.86 11.96 NA 9.97 1,315.70
Dec-2025 7.52 2.58 NA 5.23 1,572.72
Sep-2025 3.98 -1.63 NA -4.10 1,391.09

Peer Comparison

Scheme Name AUM (rupee Cr.) Return(%)
1 Year		 Return(%)
3 Years		 Return(%)
5 Years		 Since Inception Inception Date Sharpe Std.Dev.
SBI Silver ETF Fund of Fund 4,212.82 149.93 NA NA 79.50 11-Jul-2024 1.96 10.41
HDFC Silver ETF Fund of Fund 4,734.74 147.02 53.18 NA 52.08 28-Oct-2022 1.23 8.73
Kotak Silver ETF Fund of Fund 993.19 146.83 NA NA 49.84 31-Mar-2023 1.27 8.82
Nippon India Silver ETF FOF 4,719.87 146.26 52.70 NA 38.11 02-Feb-2022 1.22 8.74
UTI-Silver ETF Fund of Fund 650.22 145.73 NA NA 48.91 21-Apr-2023 1.04 9.55
Aditya Birla SL Silver ETF FOF 1,431.36 145.37 52.46 NA 38.58 03-Feb-2022 1.23 8.77
AXIS Silver Fund of Fund 1,253.35 145.12 52.51 NA 51.22 21-Sep-2022 1.23 8.61
ICICI Pru Silver ETF FOF 7,058.51 144.93 52.59 NA 37.99 01-Feb-2022 1.22 8.74
Tata Silver ETF Fund of Fund 1,153.95 141.30 NA NA 73.17 19-Jan-2024 1.70 9.52
Edelweiss Gold and Silver ETF Fund of Fund 2,964.79 109.94 44.39 NA 42.93 14-Sep-2022 1.53 5.70
Motilal Oswal Gold and Silver Passive Fund of Funds 2,730.16 92.36 41.07 NA 40.42 13-Oct-2022 1.58 4.99
Quantum Gold Savings Fund 512.38 74.67 37.27 26.90 12.76 19-May-2011 1.83 3.80
Zerodha Gold ETF FoF 318.22 74.23 NA NA 69.54 13-Nov-2024 3.97 3.32
HDFC Gold ETF Fund of Fund 11,766.04 74.06 36.76 26.35 11.21 01-Nov-2011 1.80 3.79
SBI Gold Fund 15,700.39 74.06 37.03 26.53 10.95 12-Sep-2011 1.80 3.82
Kotak Gold Fund 6,866.22 73.92 36.52 26.13 12.61 25-Mar-2011 1.80 3.74
UTI-Gold ETF Fund of Fund 1,322.21 73.77 37.07 NA 37.45 28-Oct-2022 1.85 3.90
Nippon India Gold Savings Fund 7,222.59 73.69 36.57 26.29 12.53 07-Mar-2011 1.81 3.77
Aditya Birla SL Gold Fund 1,781.58 73.55 36.86 26.38 11.32 20-Mar-2012 1.85 3.70
ICICI Pru Gold ETF FOF 6,534.72 73.40 36.76 26.47 11.43 11-Oct-2011 1.78 3.85
DSP Gold ETF Fund of Fund 536.32 73.28 NA NA 45.98 17-Nov-2023 2.26 3.82
AXIS Gold Fund 2,998.08 73.21 36.68 26.38 10.98 20-Oct-2011 1.82 3.72
Mirae Asset Gold ETF Fund of Fund 493.33 72.77 NA NA 60.84 25-Oct-2024 2.87 3.89
LIC MF Gold Fund 795.06 71.88 36.48 26.38 10.72 14-Aug-2012 1.84 3.96
Invesco India Gold ETF Fund of Fund 485.97 71.85 36.07 25.96 10.79 05-Dec-2011 1.80 3.75
Tata Gold ETF Fund of Fund 1,345.19 71.67 NA NA 48.62 19-Jan-2024 2.39 3.89
Union Gold ETF Fund of Fund 173.37 71.50 NA NA 72.14 28-Feb-2025 4.08 3.29
Groww Gold ETF FOF 113.55 70.37 NA NA 60.08 07-Nov-2024 3.71 3.41
Groww Nifty India Defence ETF FOF 97.87 40.95 NA NA 12.03 11-Oct-2024 0.45 11.39
Mirae Asset S&P 500 Top 50 ETF Fund of Fund 757.84 40.06 34.19 NA 21.10 22-Sep-2021 1.70 4.99
Mirae Asset NYSE FANG+ ETF Fund of Fund 2,061.21 37.50 49.30 NA 28.02 10-May-2021 1.98 6.92
HSBC Multi Asset Active FOF 89.81 19.87 16.38 12.08 11.89 30-Apr-2014 1.21 2.45
ICICI Pru BHARAT 22 FOF 2,794.87 19.75 25.95 26.32 17.51 29-Jun-2018 1.19 4.80
Kotak Multi Asset Omni FOF 2,448.14 18.16 18.49 16.49 15.97 09-Aug-2004 1.55 2.30
Aditya Birla SL Multi-Asset Omni FOF 348.35 17.19 18.27 13.47 10.53 17-Aug-2006 1.53 2.35
Motilal Oswal AAP Fund of Fund Aggressive 145.42 16.82 17.69 13.16 13.16 12-Mar-2021 1.60 2.03
Nippon India Multi - Asset Omni FoF 2,304.88 16.72 19.84 16.80 17.09 05-Feb-2021 1.76 2.15
Mirae Asset Nifty India Manufacturing ETF Fund of 117.31 16.08 22.74 NA 16.11 31-Jan-2022 1.09 4.24
Motilal Oswal AAP Fund of Fund-Conservative 85.42 15.29 14.65 10.97 10.97 12-Mar-2021 1.85 1.27
Aditya Birla SL Multi - Asset Passive FoF 28.05 14.97 18.30 NA 15.78 17-Oct-2022 1.48 2.44
ICICI Pru Passive Multi-Asset Fund of Funds 1,579.02 13.31 14.52 NA 11.70 14-Jan-2022 1.65 1.54
Quantum Multi Asset Active FOF 78.68 13.02 13.34 10.54 9.91 11-Jul-2012 1.69 1.30
Franklin India Income Plus Arbitrage Active Fund of Funds 119.71 12.82 13.90 13.07 7.14 28-Nov-2014 1.61 1.30
Mirae Asset Nifty200 Alpha 30 ETF FOF 189.19 12.34 NA NA -10.64 26-Jul-2024 -0.76 5.88
HDFC Multi-Asset Active FOF 5,801.02 11.79 15.30 NA 13.68 05-May-2021 1.71 1.62
Bandhan Multi-Asset Passive FOF 20.15 10.91 12.80 9.68 9.23 11-Feb-2010 0.98 1.81
AXIS Multi Factor Passive FoF 36.87 10.34 13.39 NA 9.99 24-Feb-2022 0.62 3.72
Aditya Birla SL Dynamic Asset Allocation Omni FOF 233.07 10.25 15.28 12.44 11.78 09-May-2011 1.05 2.78
Nippon India Nifty Next 50 Junior BeES FoF 699.73 9.91 20.04 14.05 13.32 08-Mar-2019 0.72 5.03
ICICI Pru Multi Sector Passive FOF 219.96 8.87 16.57 13.89 12.97 29-Dec-2003 1.07 3.23
Bandhan Aggressive Hybrid Passive FOF 19.42 8.70 14.36 10.65 9.81 11-Feb-2010 0.99 2.48
Mirae Asset Diversified Equity Allocator Passive FOF 987.28 8.08 14.87 12.44 16.97 21-Sep-2020 0.81 3.58
HDFC Income Plus Arbitrage Active FOF 2,345.55 7.73 12.45 11.94 10.37 06-Feb-2012 1.00 1.69
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF 238.27 7.64 NA NA -5.87 30-May-2024 -0.30 5.65
Bandhan Conservative Hybrid Passive FOF 5.64 7.43 9.08 7.03 7.92 11-Feb-2010 1.02 0.91
ICICI Pru Income plus Arbitrage Omni FOF 2,825.28 7.42 11.19 9.93 8.64 29-Dec-2003 1.64 0.87
Groww Nifty 200 ETF FOF 6.53 7.42 NA NA 8.79 28-Feb-2025 1.56 3.19
AXIS Income Plus Arbitrage Active FOF 2,092.43 7.41 7.69 6.51 6.79 28-Jan-2020 1.03 0.52
ICICI Pru Dynamic Asset Allocation Active FOF 28,754.54 7.25 11.88 11.04 11.57 29-Dec-2003 1.48 1.49
HSBC Aggressive Hybrid Active FOF 44.53 7.22 13.29 10.56 11.91 30-Apr-2014 0.84 2.93
BHARAT Bond FOF - April 2031 4,643.15 7.13 7.90 6.86 6.02 23-Jul-2020 0.96 0.65
Motilal Oswal 5 Year G-Sec Fund of Fund 47.43 7.10 7.43 NA 5.93 06-Oct-2021 0.48 1.02
BHARAT Bond ETF FOF - April 2032 4,493.00 7.05 7.91 NA 6.60 15-Dec-2021 0.94 0.69
BHARAT Bond FOF - April 2030 9,284.66 7.05 7.75 6.97 7.36 30-Dec-2019 1.09 0.57
BHARAT Bond ETF FOF - April 2033 2,222.64 6.89 8.01 NA 7.81 14-Dec-2022 0.93 0.72
Kotak Income Plus Arbitrage Omni FOF 7,600.42 6.88 7.88 NA 7.72 17-Nov-2022 1.32 0.45
Aditya Birla SL Conservative Hybrid Active FOF 16.90 6.85 11.03 9.27 8.64 09-May-2011 1.24 1.30
Quantum Diversified Equity All Cap Active FOF 130.83 6.84 15.42 11.78 13.05 22-Jul-2009 0.94 3.36
Bandhan Income Plus Arbitrage Active FOF 1,614.26 6.62 7.12 5.89 7.28 13-Sep-2004 1.48 0.26
ICICI Pru Diversified Debt Strategy Active FOF 107.56 6.54 7.47 6.34 7.14 29-Dec-2003 1.61 0.33
Nippon India Diversified Equity Flexicap Passive FoF 228.02 6.43 14.45 12.24 13.65 01-Jan-2021 0.74 3.74
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF 1,420.34 6.26 14.11 NA 11.56 12-Apr-2021 0.90 3.45
Aditya Birla SL Income plus Arbitrage Active FOF 1,151.50 6.25 7.21 6.15 7.30 29-Dec-2006 1.26 0.34
Groww Nifty EV & New Age Automotive ETF FOF 156.91 6.15 NA NA -10.11 12-Aug-2024 -0.66 4.78
HSBC Income Plus Arbitrage Active FOF 548.79 6.14 7.49 5.90 6.92 30-Apr-2014 0.82 0.52
ICICI Pru BSE 500 ETF FOF 58.78 6.11 14.14 NA 9.04 01-Dec-2021 0.72 3.66
Aditya Birla SL Aggressive Hybrid Omni FOF 40.87 6.09 12.30 10.31 9.91 09-May-2011 1.12 2.11
ICICI Pru Thematic Advantage Fund (FOF) 8,854.84 6.03 16.90 15.02 14.33 29-Dec-2003 1.26 2.89
DSP Income Plus Arbitrage Omni FoF 1,548.67 5.85 10.14 5.82 7.02 21-Aug-2014 0.60 2.06
AXIS Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FOF 181.73 5.76 6.75 NA 5.45 20-Oct-2021 0.80 0.40
ICICI Pru India Diversified Equity All Cap Omni FOF 274.32 5.60 18.72 16.42 19.00 25-Feb-2020 1.29 3.29
Quantum Nifty 50 ETF Fund of Fund 33.89 5.25 12.17 NA 9.33 05-Aug-2022 0.72 3.22
Franklin India Dynamic Asset Allocation Active Fund of Funds 1,274.33 5.08 12.10 13.23 13.28 31-Oct-2003 1.10 1.81
ICICI Pru Nifty Alpha Low - Volatility 30 ETF FOF 863.56 4.57 14.73 NA 7.68 20-Sep-2021 0.72 4.23
Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund 89.04 4.55 12.00 9.13 10.83 18-Nov-2020 0.63 3.38
Mirae Asset Nifty India New Age Consumption ETF Fund of Fund 18.58 1.74 NA NA -13.22 02-Jan-2025 0.30 4.00
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF 207.44 -0.96 NA NA -6.96 01-Mar-2024 -0.13 6.28
Tata Nifty India Digital ETF Fund of Fund 112.24 -5.12 11.43 NA 4.51 13-Apr-2022 0.89 4.50
Mirae Asset Hang Seng TECH ETF Fund of Fund 84.54 -12.63 17.19 NA 3.40 08-Dec-2021 0.50 10.45
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund 6.04 NA NA NA 6.26 18-Mar-2025 1.10 2.50
Mirae Asset BSE Select IPO ETF Fund of Fund 6.80 NA NA NA -2.50 18-Mar-2025 0.39 4.06
ICICI Pru Nifty EV & New Age Automotive ETF FOF 34.49 NA NA NA 4.66 17-Apr-2025 1.88 2.50
UTI-Income Plus Arbitrage Active Fund of Fund 210.08 NA NA NA 5.48 04-Apr-2025 -0.25 0.22
Groww Nifty 500 Momentum 50 ETF FOF 8.39 NA NA NA -3.84 24-Apr-2025 0.33 5.10
SBI Income Plus Arbitrage Active FOF 1,715.59 NA NA NA 4.47 02-May-2025 -1.17 0.24
DSP Silver ETF Fund of Fund 811.17 NA NA NA 161.06 15-May-2025 3.61 11.89
Tata Income Plus Arbitrage Active FOF 278.48 NA NA NA 3.70 20-May-2025 -1.31 0.26
Groww Silver ETF FOF 96.35 NA NA NA 142.95 23-May-2025 3.41 11.91
Baroda BNP Paribas Income Plus Arbitrage Active Fund of Funds 80.07 NA NA NA 4.11 23-May-2025 -0.52 0.22
Baroda BNP Paribas Multi Asset Active Fund Of Funds 129.48 NA NA NA 11.55 30-May-2025 2.82 1.01
Union Income Plus Arbitrage Active FOF 91.74 NA NA NA 2.07 12-Jun-2025 -1.11 0.50
Nippon India Income Plus Arbitrage Active FOF 621.18 NA NA NA 3.86 17-Jun-2025 -0.47 0.25
Groww Nifty India Internet ETF FOF 9.26 NA NA NA -16.97 03-Jul-2025 -0.46 3.14
Mirae Asset Income plus Arbitrage Active FOF 21.31 NA NA NA 3.76 04-Jul-2025 -0.21 0.12
Zerodha Silver ETF FoF 236.07 NA NA NA 130.03 08-Jul-2025 3.74 13.98
Invesco India Income Plus Arbitrage Active Fund of Fund 228.17 NA NA NA 2.99 21-Jul-2025 -0.87 0.25
Edelweiss Income Plus Arbitrage Omni Fund of Funds 196.76 NA NA NA 3.15 18-Jul-2025 -0.79 0.20
Groww BSE Power ETF FOF 11.88 NA NA NA 6.40 07-Aug-2025 0.09 4.21
Zerodha Multi Asset Passive FoF 140.02 NA NA NA 9.51 NA 5.79 1.38
Edelweiss Multi Asset Omni Fund of Fund 451.08 NA NA NA 7.93 03-Sep-2025 10.43 0.96
Baroda BNP Paribas Gold ETF Fund of Fund 199.42 NA NA NA 54.40 20-Aug-2025 5.57 3.84
Mirae Asset Multi Factor Passive FOF 21.13 NA NA NA -0.60 29-Aug-2025 1.59 2.14
Mirae Asset Gold Silver Passive FoF 1,319.44 NA NA NA 77.40 29-Aug-2025 5.54 7.11
Union Diversified Equity All Cap Active FOF 187.84 NA NA NA -7.39 22-Sep-2025 0.67 2.69
Angel One Gold ETF FOF 31.06 NA NA NA 40.43 10-Sep-2025 14.80 0.96
SBI Dynamic Asset Allocation Active FoF 2,366.95 NA NA NA -2.94 15-Sep-2025 1.76 1.24
HDFC Diversified Equity All Cap Active FOF 2,093.11 NA NA NA -5.95 29-Sep-2025 0.95 1.68
Groww Nifty Capital Markets ETF FOF 10.66 NA NA NA -2.30 04-Dec-2025 0.00 0.00
Kotak Gold Silver Passive FOF 1,068.90 NA NA NA 61.08 28-Oct-2025 0.00 0.00
Axis Income Plus Arbitrage Passive FOF 109.18 NA NA NA 1.79 12-Nov-2025 0.00 0.00
Axis Multi-Asset Active FoF 1,432.92 NA NA NA -0.50 11-Dec-2025 0.00 0.00
Mahindra Manulife Income Plus Arbitrage Active FOF 24.39 NA NA NA 1.23 05-Dec-2025 0.00 0.00
Groww Multi Asset Omni FOF 76.15 NA NA NA -5.81 22-Dec-2025 0.00 0.00
Edelweiss Silver ETF Fund of Fund 122.62 NA NA NA 6.60 29-Dec-2025 0.00 0.00
Axis Gold and Silver Passive FoF 578.42 NA NA NA 15.19 29-Dec-2025 0.22 5.19
Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds 30.26 NA NA NA -5.12 22-Jan-2026 0.00 0.00
Bandhan Gold ETF FOF 127.45 NA NA NA 1.10 23-Jan-2026 0.32 8.40
Bandhan Silver ETF FOF 151.50 NA NA NA -17.72 23-Jan-2026 0.17 13.77
Sundaram Income Plus Arbitrage Active FoF 76.17 NA NA NA 0.95 12-Jan-2026 0.04 0.04
The Wealth Company Gold ETF FOF 13.63 NA NA NA -2.36 30-Jan-2026 NA NA
Groww Nifty PSE ETF FOF 11.16 NA NA NA -3.19 11-Feb-2026 NA NA
Mirae Asset BSE India Defence ETF FOF 21.59 NA NA NA -1.88 NA NA NA
DSP Multi Asset Omni Fund of Funds 531.10 NA NA NA -3.67 NA NA NA
Groww BSE Hospitals ETF FOF 0.00 NA NA NA -4.33 NA NA NA
Angel One Silver ETF FOF 0.00 NA NA NA -4.06 NA NA NA
Edelweiss Gold ETF FoF 0.00 NA NA NA -2.93 NA NA NA
Mirae Asset Nifty Metal ETF FOF 32.02 NA NA NA -5.21 NA NA NA
HDFC Income Plus Arbitrage Omni FOF 0.00 NA NA NA 0.03 NA NA NA

Asset Allocation

Sector Allocation

NAV Movement

AUM Growth ( Cr.)

NIFTY:23,839.35  Up arrow
258.20(1.09%)
SENSEX:76,070.84  Up arrow
871.10(1.15%)

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2)Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
3)Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.
Issued in the interest of investors

Dear Investor - As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor. https://www.bseipf.com/investors_education.html

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