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DSP Natural Resources and New Energy Fund - Direct Plan - IDCW

DSP · Sectoral
Very High
₹37.51
Current NAV
25 Jun 2026
17.1%
1Y Return
24.1%
3Y CAGR
16.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.61%.
  • Very large asset base (AUM: ₹23,760 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.71
Sharpe Ratio
1.21
Beta
0.21
Alpha
0.93
Sortino
Fund Details
Fund House DSP
Category Sectoral
AUM ₹23760 Cr
Expense Ratio 0.61%
Min SIP ₹500
Min Lumpsum ₹1000
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